Retirement Readiness Infographic

It’s great to think about retiring early and enjoying family and friends when one is younger. However retiring earlier means you may have less time to save and more time to spend your retirement savings. This FreshPlan Retirement Readiness infographic helps guide the conversation about the benefits and challenges of retirement.

Deciding when to retire is a complex decision and planning for retirement can be overwhelming. One must carefully consider the upsides and the downsides. This FreshPlan infographic outlines many of the considerations for clients who are starting to plan for their retirement.

“With more Canadians considering retirement due to employment changes, health and safety concerns, or those who are just planning for their future, this infographic can help start the important conversations.”

Workplaces have changed dramatically recently, triggering more Canadians to start thinking about the timing, early retirement packages, and plan for their retirement. No matter what stage of planning your clients are at, this Retirement Readiness infographic outlines many factors to consider and plan for.

FreshPlan Retirement Calculators

To assist in your retirement planning, FreshPlan financial planning software offers many retirement calculators depending on the needs of your clients. These include:

  • Retirement Planner
  • Capital Required
  • CPP: Early or Later
  • Tale of Two RRSPs
  • and many more

Infographic Features

  • Communicate complex concepts with vibrant, sharable, easy-to-understand infographics
  • Personalized for individual Advisors
  • Current and timely for client communications
  • One of many infographics included in FreshPlan software

Calculate. Educate. Plan.

Communicate complex concepts from all areas of financial planning with current, visual infographics.

FreshPlan combines 75 calculators with powerful infographics and planners to provide advisors with a visual, easy-to-use, time saving planning and education tool and can be accessed anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.