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Helping clients make resilient choices to thrive in retirement

Wednesday, August 16, 2023 at 1:00 PM (ET)

Watch now and earn CE credits

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

About the presenters

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 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 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.