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Expand/collapse block Ramped Up and Ready for RRSP Season - Apply Your RRIF Knowledge with Member Case Study

Ramped Up and Ready for RRSP Season - Apply Your RRIF Knowledge with Member Case Study

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-RRRFE01-WBN

Fee

$110.00

Status

Closed. (Other sessions are available)

Registration

August 28 2017 4:40 pm to November 30 2018 10:00 pm

Session Dates

December 5 2018, 1:00 pm to 2:20 pm

Cancellation Deadline

November 30 2018 10:00 pm

Location

ONLINE

Who Should Attend

Employees

Event Description

Targeted for staff who have a solid foundational knowledge of RRSPs and have taken Apply Your RRSP Knowledge with Member Case Study. This 75-minute virtual event will provide 30 minutes of applied RRIF knowledge, with 30-minutes of hands-on case study work by a subject matter expert followed by 15-minutes of Q&A. Be ready to answer your member’s RRIF questions. The session will focus on:

  • RRSP to RRIF conversion and minimum payment options
  • Successor annuitant appointment
  • Pension income splitting and standard estate settlement
Image for Peter Bellworthy

Facilitator: Peter Bellworthy

Biography
 
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