This class was created by Brainscape user Chris Farnham. Visit their profile to learn more about the creator.
By:
Chris Farnham
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Decks in this class (11)
6 - Family Law
Emotional cycles of separation,
3 requirements for marriage accor...,
Spouse definition by family law a...
19
cards
7 - Personal Risk Management
Definition of pure risk,
Definition of speculative risk,
Objective risk
7
cards
8 -understanding Tax Returns
Example of eliminating taxes,
Example of reducing taxes,
Example of deferring taxes
56
cards
9 - Tax Reduction Strategies
Do attribution rules apply to a l...,
What is attributed back to a spou...,
Do attribution rules apply if loa...
63
cards
10 - Retirment Savings Plans
Are rsp accounts creditor protected,
Are dpsp creditor protected,
2 points regarding in kind rrsp c...
25
cards
11 - Employer Sponsored Pension Plans
How are group rrsp contributions ...,
How does vesting work in group rrsp,
Are group rrsp under pension legi...
50
cards
12 - Government Pension Programs
Who must contribute to cpp,
What happens to cpp when employee...,
Workers not covered under cpp
68
cards
13 - Retirement Planning Process
5 basic steps of retirement,
Explain the tax minimizing strate...,
Tax minimizing strategy of buildi...
11
cards
14 - Annuity Based Finanial Products
Who is the annuitant in an annuity,
What is the non profit organizati...,
What does assuris guarantee
47
cards
15 - Planning To Pass On The Estate
How intestate is divided,
3 basic forms of wills,
Definition of gift mortis causa
35
cards
16 - Estate Planning Strategies
Inter vivos trust,
Alter ego trust,
Testamentary trust
33
cards
More about
WME
- Class purpose General learning
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WME
- 5 decks
- 207 flashcards
- 2 learners
Decks:
Chapter 1 Wm In Canada, Chapter 2 Ethics And Wm, Chapter 3 Getting To Know The Client, And more!
