Class 5: Review and decision (Recorded December 15, 2020)

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Teacher

David Field

David Field, CFP®, CCS™, has been an investment and insurance advisor and financial planner over the past decade. Since 2017, he has been an advice-only financial planner with Papyrus Planning. Dave is the co-creator of the Canada Pension Plan Calculator.

Dave is also the co-editor of the Personal Guide to Financial Planning and co-author of the upcoming book Boomers Retire: A Guide for Financial Advisors and their clients published by Thomson Reuters. He has held the CFP designation since 2016.