Webinars

We offer dynamic virtual sessions, featuring industry experts, covering topics like:

  • estate and financial planning,
  • practice management,
  • insurance,
  • wealth and
  • broader industry insights.

Webinars part of our Sun Life CE Series will also offer the opportunity to earn CE credits.

Upcoming webinars

July 30, 2024

Topic 1: Evolution of UL

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: Planning for incorporated professionals (2024)

Topic 2: Planning for someone with a disability

See Oct. 1 webinar details

Oct. 29, 2024

Topic 1: Compounding relationships: the power of intergenerational strategies

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: Advisor business planning - A roadmap for success

Topic 2: Underwriting your cases before submission

See Dec. 3 webinar details