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Just yesterday we conducted our 5th seminar for our corporate client. Here’s 3 common shortcomings in financial plans that I've come across. 1. Emergency Fund Neglect: One recurring issue is for employees to overlook the importance of an emergency fund. This financial safety net is crucial. 2. Limited Retirement Planning: Many employees tend to focus exclusively on their employer pension schemes, potentially overlooking other avenues for wealth accumulation and diversification. 3. Inadequate Risk Management: This is crucial for a well rounded financial plan and is unfortunately often overlooked. — In tackling these financial challenges, we’re setting the groundwork for a more secure future.

In a recent episode of Asset TV's Trustee Talk series, ZEDRA Client Director, Melanie Cusack spoke to host Sam Rossiter about the challenges and opportunities facing pension schemes. Watch the video to hear from Melanie and Sam as they discuss buyout options, challenges with data readiness, and the struggles faced by third-party administrators. https://loom.ly/2ep9i6o #PensionSchemes #Buyout #Trustees

Read the latest #KPMGBLC Q&A with Yumi Narita, Executive Director of Corporate Governance at the New York City Office of the Comptroller, that provides insight into how the $266 billion New York City pension funds evaluate proxies, engage with directors, and establish their positions. #pensionfunds #proxies #shareholderengagement https://bit.ly/3A53fku

If you're a business owner, the choice between keeping money in the business or pulling some out to save for retirement is a common dilemma. And whether you choose to use an RRSP or TFSA could depend on several factors. Pierre Létourneau, Business Succession Advisor, TD Wealth, joins Kim Parlee to discuss how income and cash flow considerations could play a role in which account might be best for you.

Great feedback from 288 Group Ltd . The Lewis Workplace Pension Trust Lewis Investment

Discover the newest #KPMGBLC Q&A featuring Yumi Narita, Executive Director of Corporate Governance at the New York City Office of the Comptroller. Gain a deeper understanding of how the colossal $266 billion New York City pension funds assess proxies, interact with directors, and define their stances. #pensionfunds #proxies #shareholderengagement https://bit.ly/3ydL0IV

🚀 Level up your financial game? Join us on April 9th with Kar-Wei Lam, CFA, Creative Planning Financial Group. Discover how to leverage a diverse range of services and gain insights into optimizing your family's wealth strategy, whether you're kickstarting your career, raising a family, or planning for retirement. Register here: https://ow.ly/LyxF50R8NXR #FinancialPlanning #WealthManagement #WealthStrategy #canadiansocietyevents

According to a recent report by Cerulli Associates, a staggering 37% of financial advisors plan to retire within the next 10 years. 1. This statistic highlights the critical importance of having a solid succession plan in place, whether you're a financial advisory firm owner or simply want to ensure your portfolio is passed on to capable hands as you approach retirement. At ARC, we understand the importance of planning for the future. Watch as we discuss how we will guide you through the process, ensuring your firm's legacy remains strong and secure. 👇🏼 1. https://loom.ly/Ns2XM00

Financial Planning is about driving your goals forward, not just managing your money. It's what provides the meaning to how we help others!