Advanced RRSP Strategies
This session is not available. However, there are other sessions available
September 26 2018 1:30 pm to January 8 2019 8:00 pm
January 14 2019, 12:00 pm to 1:30 pm
January 16 2019, 12:00 pm to 1:30 pm
January 18 2019, 12:00 pm to 1:30 pm
December 20 2018 8:00 pm
Who Should Attend
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.
According the figures from Statistics Canada, over 5-million Canadians have a Registered Retirement Savings Plan (RRSP). Historically, RRSPs have been a hot topic during the first 60 days of a calendar year. People pay attention to them when there are outstanding taxes to pay. The truth is, there are advantages to discussing RRSPs with your members year-round.
Advanced RRSP has been designed for experienced employees who have a good basic understanding of RRSPs. Participants will explore common RRSP strategies including borrowing to invest, leveraging carry forward room, spousal contributions and more. Two case studies are used to support the learner in applying their RRSP knowledge in a...(See More)
Facilitator: Barbara Trieloff DeaneBiography