Author:
Mark Albert, CEA, EPC, MFA-P, RWM

Book: Ready, Reset, Refocus; Preparing for Retirement

The book "Ready, Reset, Refocus: Preparing for Retirement" was written by Mark Albert. He is a financial consultant, Certified Executor Advisor (CEA), and Elder Planning Counselor (EPC) in the Niagara Region of Ontario, Canada. He published the book in 2018.

Here's a summary of what the book generally aims to cover, based on information available:

Target Audience:
- It's designed for the "average person" who is approaching or thinking about retirement, rather than financial professionals or those seeking highly technical details.

Purpose:
- The author's goal is to simplify important financial concepts and strategies, encouraging readers to take action and better prepare for their retirement years.

Themes:
- While specific chapter details aren't widely available, the general themes revolve around:
  - Financial Planning:
    - Providing guidance on key financial concepts and strategies for retirement.
  - Motivation and Action:
    - Encouraging readers to actively engage in their retirement planning.
  - Financial Flexibility and Independence:
    - Aiming to help readers achieve a certain level of financial freedom in retirement.
Approach:
- Mark Albert's approach is described as practical and encouraging, focusing on motivating individuals to take control of their financial future. He aims to make complex financial topics understandable and actionable.

Based on the author's background and the book's stated purpose, it likely covers foundational aspects of retirement planning, potentially including:

Setting retirement goals
Understanding different savings and investment vehicles
Budgeting for retirement
Managing debt
Considering basic estate planning concepts

It's important to note that while the book aims to provide valuable insights, it's generally recommended to consult with a qualified financial advisor for personalized advice tailored to your unique situation.

To book Mark Albert, CEA, EPC, MFA-P, RWM as a Speaker, please inquire for availability at:

cell: 416-659-6655

email: markalbertpfs@gmail.com