After Age 71: RRSP/LIRA Options and Strategies

Provincial Life Credits: 5 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 5 credits (Financial Planning)
Institute Members: 5 credits

What to do when RRSP/LIRA matures.

  • Explore alternatives for clients when their RRSP/LIRA matures;
  • Learn about available choices, considerations, strategies, and action plans for seniors;
  • Implement a maturity option for clients that recognizes their specific requirements and is justifiably in their best interest.
Price charged to FA: $37.50 (You do not pay on this site.)

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