Financial Security for Women: Estate Planning & Retirement with Cindy Crean скачать в хорошем качестве

Financial Security for Women: Estate Planning & Retirement with Cindy Crean

We all struggle with the same question. How can I feel financially secure? Financial Security is especially true for women. Host Elizabeth Naumovski talks with Cindy Crean about financial security and stability and dealing with the changes of life. Cindy is a certified financial planner and Executive Director High Net Worth Training & Practice Management at CIBC Private Wealth Management. Whether you are just starting your career. Just got married. Just got divorced. Had a child. Have a child going to university. Dealing with retirement and the worst, dealing with a loved one’s death. These are all material changes that you experience as you go through life. Because of all the changes that you will go through, the bottom line is that you need a plan for your financial future and you need to stick to the plan. Although successfully planning your finances from when you begin to work to your retirement can seem confusing and overwhelming at times, it is a crucial step in everyone’s life. In order to successfully and efficiently plan your retirement, you must be open with your partner about your expectations, decisions and you must be realistic about your retirement budget and savings, so that you don’t run out of money. And make sure you have a will because no one ever wants to die intestate, in other words, without a will. Cindy has had noteworthy experience in working with advisors and clients alike to help them develop and expand their wealth and planning skills. Where to find all Finance Is Personal episodes:    / financeispersonal   Where to find Elizabeth: Twitter:   / enaumovski   Website: https://www.financeispersonal.ca Where to find Cindy: LinkedIn:   / cindy-crean-573a6439   This episode of Finance is Personal was taped at Vantage Venues in Toronto: https://vantagevenues.com/ Our Disclaimer: All episodes of Finance is Personal are recorded in the Toronto and surrounding area, Ontario Canada. Comments expressed in each episode are those of the guest speakers and are not to be considered as specific advice tailored to the circumstances or a specific individual. Comments are intended to be general and for informational purposed only, based on information and conditions prevalent at the time of the recording. Viewers should not consider or place specific reliance on content presented as comprehensive advice, nor as an offer or solicitation to buy and/or sell securities. Individuals are strongly encouraged to seek professional advice specific to their circumstances. Market, economic, regulatory and political conditions and obligations change. Finance is Personal accepts no responsibility for individual decisions made based on reliance on the information presented in each episode. #financeispersonal #personalfinance #financialliteracy #financialplanning