RRSP Discrimination Against High Income Earners

Some of our business owner clients have a problem... Their income is so high, that they cannot save enough money for their future to maintain their current lifestyle. I'm sure there are some advisors reading this now saying to themselves "Oh shame, I wish I had that problem", but the reality is that the goal of every person working is to be able to stop working one day and still get the same income they got while working... regardless of the amount of that income. This presentation provides a possible solution that can at least help these clients get closer to their goal. It's a solution that answers the question... "How do I save money after I maxed out my RRSPs? You need to watch this presentation if you have any clients that are not just High Net Worth, but High Net Income! Full presentation time: 56m

Presentation Preview:

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How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in bundles/packs) * CSI - 1 Professional Development credits (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
RRSP Discrimination Against High Income Earners
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Clark Steffy

Clark Steffy is a Group Consultant with RBC Group Advantage where he helps employers attract and retain employees through group retirement savings programs that encourage loyalty and commitment of staff and helps employees accumulate wealth and build a better retirement. Clark Steffy has worked in the pension and group retirement field for the past 27 years assisting employers with plan design, member education, communications, investments and governance. Clark frequently speaks at retirement industry events on the topics of executive retirement plans and behavioral finance and has published a number of articles on topics such as plan member investment choice and pension committee decision making.

About the Presenter: Muneer Feeroze

Muneer has over 25 years of experience in the actuarial, benefits, retirement consulting and pension administration services. He has also lead the programing and development of the actuarial & pension administration solutions to meet clients’ needs. His expertise includes Individual Pension Plans (IPPs), Retirement Compensation Arrangements (RCAs), Supplementary Executive Retirement Programs (SERPs), Defined Benefit Pension Plans, GAAP accounting for Benefit Plans (Canadian, US & International) and the setup & management of the Benefit Plan Governance process.