Helping clients make resilient choices to thrive in retirement

Earlier this year, Edward Jones partnered with Age Wave, the global thought leader on aging population trends, to conduct a study of new retirement trends. Using the insights from this proprietary study, Julie Petrera Senior Strategist, Client Needs at Edward Jones Canada will guide a panel discussion with Advice and Guidance Strategist, Michael Callahan and Financial Advisor, Andrew Sherbin on how Canadians plan for and manage through retirement in this challenging time.

In this interactive session, airing live on Wednesday, August 16, 2023 at 1:00 PM ET, you will learn about the trade-offs your clients may need to make to manage through curveballs caused by longevity and the new definition of retirement, how they can prepare to be more resilient and still thrive in retirement, and what you need to know to help guide them through it all.

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Wednesday, August 16, 2023, at 1:00 PM ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from IIROC, FP Canada and MDFA. CE accreditation is powered by CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from IIROC, FP Canada and MDFA is ready.

If you do not yet have a profile on CE Corner, you will need to create one to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

About the presenters

Michael Callahan

Advice and Planning Strategist, Edward Jones

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Michael Callahan is an Advice and Planning Strategist with Edward Jones Canada. Prior to joining Edward Jones, Michael was an investment advisor and portfolio manager with several of Canada’s leading wealth management firms, and a professor of Mathematics and Finance at Algonquin College in Ottawa. Michael earned his bachelor’s degree from Memorial University of Newfoundland, with a double major in Mathematics and Computer Science. He holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM), and Certified Health Specialist (CHS) designations.

Julie Petrera

Senior Strategist, Client Needs, Edward Jones

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Julie Petrera is a Senior Strategist, Client Needs at Edward Jones Canada. She is responsible for leading Canada’s advice and guidance team, developing impactful strategies and providing powerful insights to meet the needs of Canadians and drive them towards their financial goals. Bringing nearly 20 years of experience in the financial services industry, Julie has worked with many professionals pursuing industry designations and authored several papers providing advice and guidance for financial advisors.

Andrew Sherbin

Financial Advisor, Edward Jones

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Andrew has been a Financial Advisor with Edward Jones since 2009 at his office in the heart of Leslieville in Toronto, alongside his Branch Office Administrator, Suzanne Liberty. Andrew has been a Certified Financial Planner (CFP®) since 2013, a designation he sought early in his financial career, as he felt getting a solid educational foundation is key to ensuring that his work with his clients is focused on what’s most important to them.

CE Credits

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1 Register for the webinar 2 Attend the webinar 3 Go to CE Corner 4 Missed the webinar?

1 Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

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2 Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

3 Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate. If you have questions, please contact support@cecorner.ca.

4 Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

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Helping clients make resilient choices to thrive in retirement

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