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Expand/collapse block Ramped Up and Ready for RRSP Season - Bundle Purchase

Ramped Up and Ready for RRSP Season - Bundle Purchase

CUSOURCE / 7. Virtual Conferences/Webinars / 7.02 Registered Products Virtual Event

This course has multiple sessions currently available. You are viewing information for session

Course Code

EMP-LVF-RRVCE01-ONC

Fee

$395.00

Status

Open

Registration

August 28 2017 4:30 pm to November 28 2018 10:00 pm

Session Dates

December 3 2018, 1:00 pm to 2:20 pm
December 5 2018, 1:00 pm to 2:20 pm
December 10 2018, 1:00 pm to 2:20 pm
December 12 2018, 1:00 pm to 2:20 pm

Cancellation Deadline

November 28 2018 10:00 pm

Location

ONLINE

Who Should Attend

Employees

Event Description

Get Ramped Up and Ready for RRSP Season.

While we encourage our members to consider managing their investments all year long, in reality this topic comes up most frequently when the media starts talking “RRSP Season” and our members are faced with making decisions that could impact both their tax payable and their financial future. It’s much easier to talk registered product strategy when the members are looking for one they can use.

Is your team ready to talk? Is your frontline able to provide the investment guidance your members need? RRSPs, RRIFS, TFSAs, LIRAs and more. The terms may be familiar, but how are the products applied in actual member situations?

Join us as we work through credit union member case studies and review other key items that appear on the asset side of their net worth statement.

It is recommended that all participants have a working knowledge of RRSPs and TFSAs before attending.

Image for Peter Bellworthy

Facilitator: Peter Bellworthy

Biography
 
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