While we encourage our members to consider managing their investments all year long, in reality this topic comes up most frequently when the media starts talking “RRSP Season” and our members are faced with making decisions that could impact both their tax payable and their financial future. It’s much easier to talk registered product strategy when the members are looking for one they can use. Join us for this four-part webinar series as we work through credit union member case studies and review other key items that appear on the asset side of their net worth statement. Sessions include:
- Apply Your RRSP Knowledge with Member Case Study
December 1, 2020 – 1:00 pm ET to 2:15 pm ET - Apply Your RRIF Knowledge with Member Case Study
December 3, 2020 – 1:00 pm ET to 2:15 pm ET - Applying Your RESP Knowledge with Member Case Study
December 8, 2020 – 1:00 pm ET to 2:15 pm ET - Pension Plans, LIRAs and LIFs in a Member’s Investment Portfolio
December 10, 2020 – 1:00 pm ET to 2:15 pm ET
It is recommended that all participants have a working knowledge of RRSPs and TFSAs before attending.
Note: CCUA Campus login is required. To request an account, contact clientsolutions@ccua.com