Ramped Up and Ready for RRSP Season - Pension Plans, LIRAs and LIFs in a Member’s Investment Portfolio
This session is not available. However, there are other sessions available
September 12 2018 2:10 pm to February 4 2019 9:00 am
February 7 2019, 1:00 pm to 2:15 pm
January 3 2019 8:00 pm
Who Should Attend
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.
Facilitator: Peter BellworthyBiography