RRSP, RRIF and TFSA Estates

Developed for staff who handle the RRSP, RRIF, TFSA estates and tax slips, participants will review estate definitions, surviving spouse’s payout /transfer options, beneficiary designations and applicable T4RSPs/T4RIFs/T4As.  A workshop on real-life estate situations including T4 preparation will help participants apply their knowledge.

See what past participates had to say about an RP Success session they attended by clicking here.

View our Calendar for upcoming training dates.

• Training
  • Scheduled Training
  • In-house Training
  • Webinar Training
  • Session Descriptions
    • RRSP
    • RRIF
    • Locked-in Registered Plans
    • RRSP, RRIF and TFSA Estates
    • RESPs
    • Tax-Free Savings Accounts
    • Disability Savings Plan
    • RRSP, RRIF, TFSA Year-end Reporting
  • Testimonials
  • Our Clients