Cart
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 session is not available. However, there are other sessions available

Course Code

EMP-LVF-RRVCE01-ONC

Fee

$395.00

Status

Closed

Registration

September 12 2018 1:30 pm to January 24 2019 9:00 am

Session Dates

January 29 2019, 1:00 pm to 2:15 pm
January 31 2019, 1:00 pm to 2:15 pm
February 5 2019, 1:00 pm to 2:15 pm
February 7 2019, 1:00 pm to 2:15 pm

Cancellation Deadline

January 3 2019 8:00 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
 

©2019 CUIC Inc. All Rights Reserved.