Webinars

April 30, 2024

Topic 1:  Aging and incapacity: are you ready for the silver tsunami?

Topic 2: Family legacy conversations - becoming the trusted family advisor

See April 30 webinar details

May 23, 2024

Topic: Term life insurance at Sun Life is evolving

See May 23 webinar details

June 4, 2024

Topic 1: Small business owner planning

Topic 2: Tax considerations when funding corporate held life insurance (2024)

See June 4 webinar details

July 2, 2024

Topic 1: A deep dive on PAR

Topic 2: TBD

See July 2 webinar details

July 30, 2024

Topic 1: Evolution of UL – Level: TBD

Topic 2: Collaborating with COIs - building your network of strategic alliances

See July 30 webinar details

Sept. 3, 2024

Topic 1: Planning for farming and fishing Clients

Topic 2: Estate freezes and family trusts for business owners

See Sept. 3 webinar details

Oct. 1, 2024

Topic 1: Executive remuneration tax and planning

Topic 2: Planning for someone with a disability

See Oct. 1 webinar details

Oct. 29, 2024

Topic 1: Planning for incorporated professionals

Topic 2: Year-end tax tips and planning 2024

See Oct. 29 webinar details

Nov. 19, 2024

Topic 1: Millennials: the future of wealth

Topic 2: Bolstering the Balance Sheet

See Nov. 19 webinar details

Dec. 3, 2024

Topic 1: Business Planning TBD

Topic 2: Underwriting your cases before submission

See Dec. 3 webinar details