THE RETIREMENT DECISIONS PLATFORM TM Thousands like you have shared their fears, hopes and desires about entering into retirement. Here is what people want most. Each person’s answers & reasons are unique. Yet the whole picture shows how we each want a personal plan that can safely bring us our desired lifestyle through the years ahead. 1- DANGERS TO AVOID. (1) Outliving our money. Living to 105 doesn’t work if money is gone by age 85. (2) “Fixed-income” that restricts our income in health and happiness (or in prolonged illness). (3) Employer and govt pensions may satisfy only 60% to 75% of your desired lifestyle: surely you deserve better! (4) After 30 or 40 years building retirement savings, will your spousal survivor’s pension be reduced?...and children get nothing? Do you want a proven strategy that preserves value for your family? 2- OPPORTUNITIES TO CAPTURE. (1) Some choose to “live life large” in early years, spending an extra 30% to 50% to enjoy experiences and build stories and photo albums they will cherish forever. (2) An entrepreneur-at-heart seeks the freedom to jump-start a new business, that you can “seed” with your pension. (3) How about creating lasting value as a perpetual “family asset”? (4) You can also reduce tax and build social-capital: ask for our Charity and Income-for-Life Maximizer TM 3- STRENGTHS YOU CAN ENJOY FOR LIFE. Health, creativity, community, traveling, learning, enjoying new experiences, and discovering ways to share these with family, friends, and wider community. Re-tire. Re-wire. Enjoy life exactly as you choose! Let’s talk together about your own desires and dreams. Feel free to highlight or circle the ones above. Add more on the side or back of this page. Make this page your very own worksheet. Next, we get together...and now we discuss how to protect your financial resources and align them safely with your personal values and the lifestyle you want to enjoy. Tell me, when is convenient for you? Let’s ensure your future is the life you choose. Brian Weatherdon, BA, MA, CFP, CLU, MDRT. 905-637-3500 x 223 1-877-937-3500 x 223 Certified Financial Planner specializing in Advanced Strategies for Pensions, Business, Family Estates. [email protected]

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Retiring offers Risks and Opportunities. Here's an all-natural process to avoid risks and enjoy life always. >>> See more also at Amazon, "A Lifetime Of Wealth -- And How Not To Lose It"

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Page 1: Retirement Decisions -- dos platform

THE RETIREMENT DECISIONS PLATFORM TM

Thousands like you have shared their fears, hopes and desires about entering into retirement. Here is what people want most. Each person’s answers & reasons are unique. Yet the whole picture shows how we each want a personal plan that can safely bring us our desired lifestyle through the years ahead.

1- DANGERS TO AVOID. (1) Outliving our money. Living to 105 doesn’t work if money is gone by age 85. (2) “Fixed-income” that restricts our income in health and happiness (or in prolonged illness). (3) Employer and govt pensions may satisfy only 60% to 75% of your desired lifestyle: surely you deserve better! (4) After 30 or 40 years building retirement savings, will your spousal survivor’s pension be reduced?...and children get nothing? Do you want a proven strategy that preserves value for your family?

2- OPPORTUNITIES TO CAPTURE. (1) Some choose to “live life large” in early years, spending an extra 30% to 50% to enjoy experiences and build stories and photo albums they will cherish forever. (2) An entrepreneur-at-heart seeks the freedom to jump-start a new business, that you can “seed” with your pension. (3) How about creating lasting value as a perpetual “family asset”? (4) You can also reduce tax and build social-capital: ask for our Charity and Income-for-Life Maximizer TM

3- STRENGTHS YOU CAN ENJOY FOR LIFE. Health, creativity, community, traveling, learning, enjoying new experiences, and discovering ways to share these with family, friends, and wider community. Re-tire. Re-wire. Enjoy life exactly as you choose!

Let’s talk together about your own desires and dreams. Feel free to highlight or circle the ones above. Add more on the side or back of this page. Make this page your very own worksheet. Next, we get together...and now we discuss how to protect your financial resources and align them safely with your personal values and the lifestyle you want to enjoy.

Tell me, when is convenient for you? Let’s ensure your future is the life you choose.

Brian Weatherdon, BA, MA, CFP, CLU, MDRT. 905-637-3500 x 223 1-877-937-3500 x 223 Certified Financial Planner specializing in Advanced Strategies for Pensions, Business, Family [email protected]