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FREE webinar: Benefits 102: Fundamentals of Retirement Savings Plans
June 9, 2020 @ 2:00 pm - 3:00 pm
|Date: June 9, 2020
Event start time: 2:00pm Newfoundland Time
|Presenter: Judith Mewhort, Managing Partner, Montridge Advisory Group Ltd.|
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:
Who should attend:
|Format: Online – Live Webinar|
Time: Log-in: 1:45 – 2:00pm (NST); Presentation: 2:00pm – 3:00pm (NST)
Registration for this webinar must be done through the CPHR BC & Yukon registration website.
The process for registration is as follows:
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 firstname.lastname@example.org.
|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.
Fees and/or agenda are subject to change without notice.
All pricing excludes applicable taxes. HST/GST # 119446714
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