'Registered retirement income fund' presentation slideshows

Financial Planning John Kehoe CFP

Financial Planning John Kehoe CFP. Who are we?. A financial co-operative owned by our members Established in 1945 Full-service banking Approximately 18,000 members across Ontario Government employees, current and retired, and their family members. Agenda.

686 views • 52 slides

2.06k views • 49 slides

Retirement and Pensions

Retirement and Pensions. Agenda. Start time: _____ Break time: _____ (10 minutes) End time: _____ Please set phones to silent ring and answer outside of the room. Retirement and Pensions. This module covers: How the federal and Quebec pension systems work

642 views • 44 slides

Session 1 Making sense of the different types of investment plans

PERSONAL INVESTMENTS HELPING YOUR CLIENTS REACH THEIR GOALS. Session 1 Making sense of the different types of investment plans. TYPES OF INVESTMENT CONTRACTS. TFSA. Spousal RRSP. RRSP. LIRA. RRIF. Locked -in RRSP. LIF. Non- registered. TYPES OF INVESTMENT CONTRACTS.

499 views • 33 slides

Session 1 Making sense of the different types of investment plans

PERSONAL INVESTMENTS HELPING YOUR CLIENTS REACH THEIR GOALS. Session 1 Making sense of the different types of investment plans. TYPES OF INVESTMENT CONTRACTS. TFSA. Spousal RRSP. RRSP. LIRA. RRIF. Locked -in RRSP. LIF. Non- registered. TYPES OF INVESTMENT CONTRACTS.

334 views • 33 slides

ESTATE PRESERVATION

ESTATE PRESERVATION. People spend a lifetime accumulating assets, but very little time managing and conserving those assets. Estate Management. Once you have accumulated various assets, do you eventually want your heirs to benefit from their full value?. Asset Preservation Strategies.

213 views • 21 slides