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Event Information

FREE webinar: Benefits 102: Fundamentals of Retirement Savings Plans

Date: June 9, 2020
Location: Online


In partnership with:
 
Montridge Advisory Group Ltd.
 

Presenter: Judith Mewhort, Managing Partner, Montridge Advisory Group Ltd.
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.
Format: Online - Live Webinar
Time: Log-in: 9:15 - 9:30am (PST); Presentation: 9:30am - 10:30am (PST)

All login information will be sent to you via email the day prior to the session.

Both registration and payment are required for every person attending this webinar. Questions about registration or receipt can be directed to pd@cphrbc.ca.
Note: If you have not received your login access information the day prior to the webinar date, or for inquiries regarding online workshops, please email or call 604.684.7228.

 
About the presenter:
Juidth Mewhort 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.
 
 
This webinar is complimentary to all CPHR BC & Yukon members. Register early to avoid disappointment!
 
Registration Fees
 

Registration Deadline:
 June 5, 2020

Member

FREE!

Non-Member

$29.99

 
Fees and/or agenda are subject to change without notice.

All pricing excludes applicable taxes. HST/GST # 119446714

 
CPD hours
Competency
1.0
 
 
 
All pricing excludes applicable taxes. HST/GST # 119446714
 
A full refund, less a $10 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).
Please note that this policy does not apply to conferences, exams or no-charge registrations. CPHR exam fees are non-refundable if registration is canceled after the registration deadline. Please note our deferral policy.