Webinars

The Sun Life CE Series is a dynamic set of monthly 2.5-hour virtual sessions. Industry experts present on topics ranging from Estate & Financial Planning and practice management to insurance, wealth and broader industry insights. 

The CE Series is open to all. Join us for these insightful webinars to enhance your business-building knowledge.

Advisors have the chance to earn up to two CE credits per session! Note: You must pass a mandatory quiz for each session to qualify for this incentive.

Consult the schedule below to register for our upcoming sessions. If you can’t participate in the live events, a recording will be available. You still can earn CE credits upon completing the quiz.

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