FREE Webinar: Benefits 102: Fundamentals of Retirement Savings Plans
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2020-06-09
When: Tuesday, June 9, 2020
11:15 AM - 1:00 PM
Where: Online
Canada
Presenter: Judith Mewhort, Managing Partner, Montridge Advisory Group Ltd.
Contact: CPHR Manitoba
204-943-0886

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THIS FREE WEBINAR IS DELIVERED BY OUR PARTNERS AT CPHR British Columbia & Yukon

Description: 

This webinar offers an overview of employer-sponsored retirement savings plans in Canada. Designed for employers who are considering the addition of retirement savings plans to their compensation strategy, as well as those who manage policies in their workload and would benefit from a greater knowledge of structure, design, taxability, and suitability.

This webinar will give an overview of:

  • Canada’s regulatory environment & Government sponsored plans
  • The benefits to employers of group retirement plans
  • The various types of available Retirement Savings Structures
  • The taxability and suitability of each Structure

Who should attend:
Benefit administrators, HR generalists, employers considering retirement plans, global employers who manage Canadian retirement plans.

*Registration for this webinar is facilitated through CPHR British Columbia & Yukon. You will need to create an account with them in order to register (note: setting up an account is free). Discount code required: MB-FREE20 

Time

Login Time - 11:15 am - 11:30 amCST
Presentation - 11:30 am - 12:30 pm CST

Registration Deadline

June 5, 2020

CPD Hours

 

1.0

Registration is facilitated through CPHR BC & Yukon. As a result, you must manually record your CPD hour to receive credit for this webinar.

Cost


Non-members: $29.99

Members: FREE*
*Must use discount code: MB-FREE20

Note: This code may not be used by non-members.

Cancellation Policy

A full refund, less a $5 processing fee, will be issued for cancellations submitted at least one week prior to an event or workshop.

Attendee substitutions are permitted; however, member/non-member rate differences will apply.

Please submit cancellation or substitution requests by fax (604-684-3225) or e-mail (pd@cphrbc.ca).

 

ABOUT THE PRESENTER:

Judith Mewhort BBA, CFP, CLU is the Managing Partner of Montridge Advisory Group Ltd., an independent employee benefits consulting firm which supports small and mid-sized businesses in caring for the physical, emotional, and financial well-being of their employees. Prior to helping found Montridge in 1997, Judith worked for one of Canada’s largest insurers. During the early years of Montridge, she focused on providing financial planning and investment services with a focus on tax and estate aspects Today, she specializes in the areas of employee retirement plans, executive benefits and business continuation planning. She is a member of ISCEBS, CPBI, FPCanada (formerly the Financial Planners Standards Council), and the CLU Institute, and speaks on her topics of expertise to employer and HR groups. Judith is also an active member of several community groups.

Chartered Professionals in Human Resources Manitoba (CPHR Manitoba)
1810-275 Portage Avenue / Winnipeg, Manitoba / R3B 2B3
tel. 204.943.2836 / fax. 204.943.1109 / email. hello@cphrmb.ca

For additional information please visit: CPHR.CA

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