Ramped Up and Ready for RRSP Season - Applying Your RESP Knowledge with Member Case Study
This session is not available. However, there are other sessions available
Closed. (Other sessions are available)
August 28 2017 4:40 pm to December 5 2018 10:00 pm
December 10 2018, 1:00 pm to 2:20 pm
December 5 2018 10:00 pm
Who Should Attend
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 RESP 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 guide your member’s with the best RESP information. The session will focus on:
- Understanding the Canada Education Savings Grant (CESG), the Canada Learning Bond and how each are used.
- Understanding the options available to members in their educational payment planning.
- Standard RESP handling for events such as relation breakdown, death or alternative post-secondary education choices.
Facilitator: Peter BellworthyBiography