| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
You might be surprised at the enormous number of uninformed and misinformed people who make decisions for their RRSPs and LIRAs without proper knowledge or guidance.
What’s the best way to manage the carefully accumulated account value to create income and have some money to spend? Learn about available choices, considerations, strategies, and action plans.
This practical and comprehensive information shows the what, how, and when of “what comes next.”
- Explore alternatives for clients when their RRSP/LIRA matures;
- Learn about available choices, considerations, strategies, and action plans for seniors;
- Implement a maturity option for clients that recognizes their specific requirements and is justifiably in their best interest.
$54.95
$54.95