Anne Leroux (@anneleroux) 's Twitter Profile
Anne Leroux

@anneleroux

Project Management in Construction,Social Media Consulting since '2008-ES Computer Technologies & Training ESCTT data application development Alberta ON BC MN

ID: 198594168

linkhttp://www.escomputertraining.com calendar_today04-10-2010 18:35:10

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Anne Leroux (@anneleroux) 's Twitter Profile Photo

These days, TV commercials feature people divesting themselves of their parents financial advisor. But what is the real value of this financial advise? retirementoptimizer.wordpress.com/2022/04/13/how…

Retirement Optimizer (@crm2plus) 's Twitter Profile Photo

Take the guesswork out of pension splits. Create the best possible decumulation and take advantage of all tax shelters at your disposal. Retirement-Optimizer.ca #canadians #taxes #retirement #pension #split

Take the guesswork out of pension splits. Create the best possible decumulation and take advantage of all tax shelters at your disposal.  
Retirement-Optimizer.ca  
 #canadians #taxes #retirement #pension #split
Retirement Optimizer (@crm2plus) 's Twitter Profile Photo

Canadians are worried about stock-markets in flux, elevated levels of inflation, rising interest rates and the future in general. Over the age of 50, the most pressing question is will their savings see them through retirement. Retirement-optimizer.ca #savings #retirement

Canadians are worried about stock-markets in flux, elevated levels of inflation, rising interest rates and the future in general.  Over the age of 50, the most pressing question is will their savings see them through retirement.  Retirement-optimizer.ca #savings #retirement
Retirement Optimizer (@crm2plus) 's Twitter Profile Photo

One question is top of mind to many 45+ yrs. Canadians: will their retirement savings last? Are your client's ready for the new normal? •Markets in flux. •Inflation elevated. •Rising interest rates . Retirement-Optimizer.ca can help. #retirement #markets

One question is top of mind to many 45+ yrs. Canadians: will their retirement savings last?  Are your client's ready for the new normal? 
•Markets in flux.
•Inflation elevated.
•Rising interest rates .
Retirement-Optimizer.ca can help.  #retirement #markets
Anne Leroux (@anneleroux) 's Twitter Profile Photo

Clients are beginning to pay attention! For years, our typical client would look at their portfolio, note that it had increased in value, and congratulate us on a 'job well done'. Those were the days, my retirementoptimizer.wordpress.com/2022/09/21/cli…

Anne Leroux (@anneleroux) 's Twitter Profile Photo

I bought a flight to Winnipeg from WestJet and they landed me in Toronto and left me there (even though there was a later WestJet flight and also an Air Canada flight, but to get on either of these I had to pay an extra $1000! isnt this extortion?) #Westjetsucks #westjet

Retirement Optimizer (@crm2plus) 's Twitter Profile Photo

"How much more do I need to save to fund my retirement?" This is the most common question posed by Gen X. Using Retirement-Optimizer AI software, the create best retirement plan with the least amount of effort. #retirementplan #maximizing-net-estate-value

Retirement Optimizer (@crm2plus) 's Twitter Profile Photo

For financial advisors, there’s a compelling opportunity to demonstrate to clients that invaluable advice is available. The best decumulation plan, generated by Retirement-Optimizer.ca, state of the art AI to maximize net estate value. Retirement-Optimizer.ca #decumulation

For financial advisors, there’s a compelling opportunity to demonstrate to clients that invaluable advice is available. The best decumulation plan, generated by Retirement-Optimizer.ca, state of the art AI to maximize net estate value. Retirement-Optimizer.ca  #decumulation
Retirement Optimizer (@crm2plus) 's Twitter Profile Photo

Demonstrating value to clients as a Financial Planner: Creating a comparison plan : Showing the two plans side by side or in the same graph allows you to easily illustrate your value to the most skeptical client. Retirement-Optimizer.ca

Demonstrating value to clients as a Financial Planner:  Creating a comparison plan : Showing the two plans side by side or in the same graph allows you to easily illustrate your value to the most skeptical client.  Retirement-Optimizer.ca