Our next session covers the following topics:
Topic 1: Aging and incapacity: are you ready for the silver Tsunami?
For the first time in history, seniors make up a bigger share of Canada’s population than children. Our aging population and increased life expectancy means advisors must be prepared to accommodate the unique needs of this growing client segment, understand capacity and decision making and help clients age with dignity.
Date: April 30, 2024
Time: 12 p.m. EST
Presenter: John Stewart
Topic 2: Family legacy conversations - becoming the trusted family advisor
The great wealth transfer is happening now. Are you facilitating family wealth conversations with clients and their loved ones? Learn how to differentiate yourself, extend generational reach and build a sustainable practice through family conversations, positioning yourself as the trusted family advisor.
Date: April 30, 2024
Time: 1:15 p.m. EST
Presenter: John Stewart
About Sun Life CE Series
Each month, the webinar will feature two one-hour sessions covering basic and advanced concepts. Industry experts will present on relevant topics including:
- estate planning
- financial planning
- practice management
- insurance
- wealth management
- industry trends
Earn CE credits monthly
You can earn continuing education (CE) credits while gaining valuable insights from our speakers. You’ll earn credits for each session you attend.
