This class was created by Brainscape user Chris Farnham. Visit their profile to learn more about the creator.
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Chris Farnham
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Decks in this class (11)
6 - Family Law
5 emotional cycles of separation 1,
3 requirements for marriage accor...,
Spouse definition by family law a...
19
cards
7 - Personal Risk Management
Definition of pure risk 1,
Definition of speculative risk 2,
Objective risk 3
7
cards
8 -understanding Tax Returns
Example of eliminating taxes 1,
Example of reducing taxes 2,
Example of deferring taxes 3
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 protect...,
Are dpsp creditor protected 2,
3 points regarding in kind rrsp c...
25
cards
11 - Employer Sponsored Pension Plans
How are group rrsp contributions ...,
How does vesting work in group rr...,
Are group rrsp under pension legi...
50
cards
12 - Government Pension Programs
Who must contribute to cpp 1,
What happens to cpp when employee...,
Workers not covered under cpp 3
68
cards
13 - Retirement Planning Process
5 basic steps of retirement 1,
Explain the tax minimizing strate...,
Tax minimizing strategy of buildi...
11
cards
14 - Annuity Based Finanial Products
Who is the annuitant in an annuity 1,
What is the non profit organizati...,
What does assuris guarantee 3
47
cards
15 - Planning To Pass On The Estate
How intestate is divided 1,
3 basic forms of wills 2,
Definition of gift mortis causa 3
35
cards
16 - Estate Planning Strategies
4 primary duties of trustee 1,
3 certainties must exist for a tr...,
Testamentary trust 3
33
cards
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WME
- Class purpose General learning
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