Where: Canada Inn Polo Park, 1405 St Matthews Ave, Winnipeg - Ambassador M

Registration: 9:15 am
Session Start: 9:30 am
Session End: 4:30 pm
Cost: $270 per person (lunch included) plus GST = $283.50

Participants need to bring: RRIF Application and Declaration of Trust; RRIF Designation of Beneficiary form; Manitoba LIF and Prescribed RRIF addenda

Do you have staff needing more in-depth information on the RRIF so that they can assist the aging baby boomers?  This session reviews minimum RRIF payment options and its effect on withholding tax, successor annuitant appointment, pension income credit, pension income splitting, estate T4RIFs and third party demands. We will also introduce participants to the Life Income Fund with information on pension jurisdictions, credit union responsibilities and maximum payment restrictions.  Scenario discussions and a variety of workshop questions that allows participants to apply their knowledge to ensure their understanding.