Ramped Up and Ready for RRSP Season - Bundle Purchase
This session is not available. However, there are other sessions available
September 12 2018 1:30 pm to January 24 2019 9:00 am
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
January 3 2019 8:00 pm
Who Should Attend
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.
Facilitator: Peter BellworthyBiography