Cart
Expand/collapse block Ramped Up and Ready for RRSP Season - Pension Plans, LIRAs and LIFs in a Member’s Investment Portfolio

Ramped Up and Ready for RRSP Season - Pension Plans, LIRAs and LIFs in a Member’s Investment Portfolio

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-RRPPE01-WBN

Fee

$110.00

Status

Closed. (Other sessions are available)

Registration

August 28 2017 4:40 pm to December 11 2018 9:00 am

Session Dates

December 12 2018, 1:00 pm to 2:30 pm

Cancellation Deadline

December 7 2018 10:00 pm

Location

ONLINE

Who Should Attend

Employees

Event Description

Targeted for staff who require a general understanding of the additional assets that may appear in a member’s investment portfolio. Attendees should have a solid understanding of registered products (RRSPs, RRIFs etc.) or have completed the previous sessions of the Ramped up and Ready for RRSP Season virtual events. This 75-minute presentation will tackle questions such as:

  • The difference between a defined benefit and a defined contribution pension.
  • The difference between locked-in and registered pension plans.
  • Where to find information about jurisdictional differences for your member’s plans.
  • How does a member reach their investment goals in a long-term low-rate environment?

Get ready to assist your members with their entire investment portfolio.

Image for Peter Bellworthy

Facilitator: Peter Bellworthy

Biography
 
©2018 CUIC Inc. All Rights Reserved.