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IPP Presentation/Seminar (2009)

Westcoast Actuaries Inc. holds IPP seminars at our office to present information to the general public.  This one hour seminar is held at our office starting at 12pm. Sandwiches and beverages (coffee, tea and juices) will be served.  The schedule is:

Session #
Date
Day of Week
Seating Availability
1
January 22nd, 2009
Thursday
Seats Available
2
February 11th, 2009
Wednesday
Seats Available
3
March 16th, 2009
Tuesday
Seats Available
4
April 16th, 2009
Thursday
Seats Available
5
May 20th, 2009
Wednesday
Seats Available
6
June 18th, 2009
Thursday
Seats Available
7
July 15th, 2009
Wednesday
Seats Available
8
August 18th, 2009
Tuesday
Seats Available
9 September 16th, 2009 Wednesday Seats Available
10 October 15th, 2009 Thursday Seats Available
11 November 17th, 2009 Tuesday Seats Available
12
December 8th, 2009
Tuesday
Seats Available

               =  Completed or Not Available

The seminar provides very useful background information about IPPs for people who wish to identify whether the IPP is the appropriate retirement savings vehicle for themselves, their clients or prospects. 

To register, email us at IPP-Seminar@WAInc.ca or call us at (604) 730-1898. If you are registering by email, please quote the session # and date you wish to attend and include your contact telephone number.

The seminar agenda:

Presentation Topics (~ 45 Minutes)

  • What is an IPP
  • IPP vs. RRSP
  • Defined Benefit (DB) vs. Defined Contribution (DC)
  • Tax-Assisted Retirement Savings Limits
  • Eligibility
  • Advantages & Disadvantages
  • IPP Funding Arrangements & Investments
  • IPP Contributions
  • IPP Benefits
  • IPP Benefit Options
  • Terminal Funding
  • IPP Case Studies
  • IPP Actuarial / Administration Services & Fees
  • Westcoast Actuaries Inc's IPP On-Line Resources

Questions & Answers (~ 15 Minutes)

 

 

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