podcasts – FNCE 3314 Lesson Podcast: Recent Episodes

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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. Advertisements

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Lesson 56 – Chapter 10: Disposing Business Assets

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Lesson 55 – Chapter 10: Probate

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Lesson 54 – Chapter 10: The Executor

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Lesson 53 – Chapter 10: Will Structure and Clauses

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Lesson 52 – Chapter 10: Will Terminology

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Lesson 51 – Chapter 10: Consanguinity

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Lesson 50 – Chapter 10: Intestate Wills Part 2

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Lesson 49 – Chapter 10: Estates – Intestate Will Part 1

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Lesson 48 – Chapter 8: Register Pension Plan

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Lesson 47 – Chapter 8: Government Pension Plans

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Lesson 46 – Chapter 8: Retirement Income and Real Before Tax Return

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Lesson 45 – Estimating Retirement Income Before Tax

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Lesson 44 – Chapter 8: Introduction to Estate Planning

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Lesson 43 – Chapter 7: Non-Registered Investments

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Lesson 42 – RRIF, LRIF and LIF Notes

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Lesson 41 – Chapter 7: LIFs and LRIFs

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Lesson 40 – Chapter 7: RRIFs

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Lesson 39 – Chapter 7: Life Annuity

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Lesson 38 – Chapter 6: Lifelong Learning and RRSP Mortgage

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Lesson 37 – Chapter 6: RRSP and Home Buyers Plan (HBP)

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Lesson 36 – Chapter 6: Overcontributions

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Lesson 35 – Chapter 6: Spousal RRSPs and Income Splitting

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Lesson 34 – Chapter 6: RRSP Introduction Part 2

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Lesson 33 – Chapter 6: RRSP Introduction Part 1

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Lesson 32 – Chapter 5: Other Pension Plans

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Lesson 31 – Chapter 5: PAR

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Lesson 30 – Chapter 5: PSPA And Other PA Considerations

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Lesson 29 – Chapter 5: DBPP Types (Integrated and Higher Earnings)

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Lesson 28 – Chapter 5: DBPP Types (Average Earnings, Flat Rate and Multiple Plans)

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Lesson 27 – Chapter 5: DBPP and PA Basic Structure

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Lesson 26 – Chapter 5: DPSP and PA

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Lesson 25 – Chapter 5: DCPP and PA

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Lesson 24 – Chapter 5: PA Basics

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Lesson 23 – Chapter 5: PA Introduction Lecture Notes: Chapter 5 – PA Adjustment and Other Plans – Part 1

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Lesson 22 – Chapter 4: DBPP Eligibility

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Lesson 21 – Chapter 4: DBPP Part 3

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Lesson 20 – Chapter 4: DBPP Benefits Part 2

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Lesson 19 – Chapter 4: DBPP Benefits Part 1 Lecture Notes: Chapter 4 – RPP All Parts

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Lesson 18 : DCPP Basics, Contributions and Benefits Lecture Notes: Chapter 4 – RPP All Parts

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Lesson 17 – Chapter 4: DCPP and DBPP Similarities Notes: Chapter 4 – RPP Part 2

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Lesson 16 – Chapter 4: Setting Up a RPP Notes: Chapter 4 – RPP Part 1

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Lesson 15 – Chapter 4: Introduction to RPPs Notes: Chapter 4 – RPP Part 1

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Lesson 14 – Chapter 3: Government Plans and Retirement Planning Process

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Lesson 13 – Chapter 3: GIS

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Lesson 12 – Chapter 3: OAS

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Lesson 11 – Chapter 3: CPP Pension and Credit Splitting

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Lesson 10 – Chapter 3: More on CPP Contributions and Benefits

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Lesson 9 – Chapter 3: Basic CPP Structure

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Lesson 8 – Chapter 2: Before and After Tax Returns