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Expand/collapse block Dealing with Advanced RRIF Accounts

Dealing with Advanced RRIF Accounts

CUSOURCE / 1. Employee Instructor Led Course Catalogue / 1.8 Product Knowledge

This session is not available. However, there are other sessions available

Course Code

EMP-LVF-DWARE01-ILE

Fee

$720.00

Status

Closed

Registration

September 26 2018 1:40 pm to January 16 2019 9:00 am

Session Dates

January 21 2019, 12:00 pm to 1:30 pm
January 23 2019, 12:00 pm to 1:30 pm
January 25 2019, 12:00 pm to 1:30 pm

Cancellation Deadline

December 27 2018 8:00 pm

Location

ONLINE

Who Should Attend

Employees

Event Description

This eClass is comprised of three, 60-minute pre-work sessions and three, 90-minute online WebEx sessions. There is also a post session quiz that must be completed after Session 3. Completing all eClass components is required to be credited with completing this course.

It’s inevitable. If your member has deposited funds into an RRSP at any point in their life, they will need to deal with those funds in the year they turn 71. This advanced level course deals with all aspects of converting RRSPs into RRIFs as well as the rules governing payments, income splitting, spousal rules, and more.

This 3-session Advanced RRIF eClass will introduce the learner to concepts by reviewing two advanced level case studies based on common member scenarios. In the final 30 minutes of the last session participants will engage in a highly interactive exercise that provides hands-on experience and best practice examples for RRIF forms; paperwork and process.

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Description Link

View or Download Description: EMP-LVF-DWARE01-ILE_DES.pdf

Facilitator: Barbara  Trieloff Deane

Biography
 

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