Retirement and Estate Planning
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Click this link to see the Moodle Access Video created for the ACIFA 2014 Conference in Jasper.Oleh econted
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Lesson 56 – Chapter 10: Disposing Business AssetsOleh econted
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Lesson 55 – Chapter 10: ProbateOleh econted
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Lesson 54 – Chapter 10: The ExecutorOleh econted
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Lesson 53 – Chapter 10: Will Structure and ClausesOleh econted
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Lesson 52 – Chapter 10: Will TerminologyOleh econted
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Lesson 51 – Chapter 10: ConsanguinityOleh econted
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Lesson 50 – Chapter 10: Intestate Wills Part 2Oleh econted
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Lesson 49 – Chapter 10: Estates – Intestate Will Part 1Oleh econted
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Lesson 48 – Chapter 8: Register Pension PlanOleh econted
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Lesson 47 – Chapter 8: Government Pension PlansOleh econted
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Lesson 46 – Chapter 8: Retirement Income and Real Before Tax ReturnOleh econted
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Lesson 45 – Estimating Retirement Income Before TaxOleh econted
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Lesson 44 – Chapter 8: Introduction to Estate PlanningOleh econted
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Lesson 43 – Chapter 7: Non-Registered InvestmentsOleh econted
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Lesson 42 – RRIF, LRIF and LIF NotesOleh econted
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Lesson 41 – Chapter 7: LIFs and LRIFsOleh econted
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Lesson 40 – Chapter 7: RRIFsOleh econted
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Lesson 39 – Chapter 7: Life AnnuityOleh econted
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Lesson 38 – Chapter 6: Lifelong Learning and RRSP MortgageOleh econted
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Lesson 37 – Chapter 6: RRSP and Home Buyers Plan (HBP)Oleh econted
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Lesson 36 – Chapter 6: OvercontributionsOleh econted
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Lesson 34 – Chapter 6: RRSP Introduction Part 2Oleh econted
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Lesson 33 – Chapter 6: RRSP Introduction Part 1Oleh econted
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Lesson 32 – Chapter 5: Other Pension PlansOleh econted
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Lesson 31 – Chapter 5: PAROleh econted
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Lesson 30 – Chapter 5: PSPA And Other PA ConsiderationsOleh econted
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Lesson 29 – Chapter 5: DBPP Types (Integrated and Higher Earnings)Oleh econted
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Lesson 28 – Chapter 5: DBPP Types (Average Earnings, Flat Rate and Multiple Plans)Oleh econted
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Lesson 27 – Chapter 5: DBPP and PA Basic StructureOleh econted
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Lesson 26 – Chapter 5: DPSP and PAOleh econted
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Lesson 25 – Chapter 5: DCPP and PAOleh econted
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Lesson 24 – Chapter 5: PA BasicsOleh econted
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Lesson 23 – Chapter 5: PA Introduction Lecture Notes: Chapter 5 – PA Adjustment and Other Plans – Part 1Oleh econted
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Lesson 22 – Chapter 4: DBPP EligibilityOleh econted
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Lesson 21 – Chapter 4: DBPP Part 3Oleh econted
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Lesson 20 – Chapter 4: DBPP Benefits Part 2Oleh econted
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Lesson 19 – Chapter 4: DBPP Benefits Part 1 Lecture Notes: Chapter 4 – RPP All PartsOleh econted
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Lesson 18 : DCPP Basics, Contributions and Benefits Lecture Notes: Chapter 4 – RPP All PartsOleh econted
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Lesson 17 – Chapter 4: DCPP and DBPP Similarities Notes: Chapter 4 – RPP Part 2Oleh econted
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Lesson 16 – Chapter 4: Setting Up a RPP Notes: Chapter 4 – RPP Part 1Oleh econted
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Lesson 15 – Chapter 4: Introduction to RPPs Notes: Chapter 4 – RPP Part 1Oleh econted
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Lesson 14 – Chapter 3: Government Plans and Retirement Planning ProcessOleh econted
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Lesson 13 – Chapter 3: GISOleh econted
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Lesson 12 – Chapter 3: OASOleh econted
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Lesson 11 – Chapter 3: CPP Pension and Credit SplittingOleh econted
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Lesson 10 – Chapter 3: More on CPP Contributions and BenefitsOleh econted
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Lesson 9 – Chapter 3: Basic CPP StructureOleh econted
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Lesson 8 – Chapter 2: Before and After Tax ReturnsOleh econted
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