Scaling Up the Retirement Plans of Business Owners

This presentation explores advanced retirement planning strategies for incorporated business owners using Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs). It examines how these registered retirement solutions can provide greater contribution limits, tax efficiency, creditor protection, and long-term retirement security compared to traditional savings vehicles for eligible business owners and professionals. Through legislative updates, funding requirements, comparative analysis, and practical case studies, advisors learn when IPPs and RCAs are appropriate, how they integrate with corporate tax and succession planning, and how to maximize retirement benefits while addressing business continuity and estate objectives. The session provides advisors with practical tools to evaluate retirement planning opportunities and deliver more sophisticated solutions for corporate clients.

Presentation Preview:

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How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 Life credit (in AIC bundles & webcasts) * ICS - 1 Seg Fund credit * ICM - 1 Seg Fund credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Clark Steffy

Clark has specialized in the field of Business Owner and Executive Retirement Savings Plans and Group Retirement Savings for past 32 years. Clark speaks at industry educational conferences in the areas of Individual Pension Plans and Retirement Compensation Arrangements, De-Risking and Behavioural Finance. Clark has published articles in the field of behavioural economics on topics including Choice Fatigue and Pension and Investment Committee Decision Making.