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
September 12 2018 2:00 pm to January 31 2019 9:00 am
February 5 2019, 1:00 pm to 2:15 pm
January 3 2019 8:00 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