Retirement Readiness System

The workbook walks you throughĀ each category.Ā You'll get fill-in worksheets, Excel calculators for the CPP and RRIF math, and the four conversations every couple needs to have before retiring.

  • 28-page workbook (PDF + editable Word file)
  • CPP Breakeven, OAS Clawback & RRIF Projector calculators
  • The Survivor's Binder + 90-Day Action Plan
  • $47, credited toward any future engagement with us