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Topic 1: Planning for farming and fishing Clients
Topic 2: Estate freezes and family trusts for business owners
CE Credit Eligible
September 3, 2024
Time:
12pm - 1:15 pm ET
In this CE accredited webinar, your EFPS Directors of Advanced Planning will review the common and unique aspects of planning for Clients with farming and fishing interests. This includes planning for the lifetime capital gains exemption, rollovers to family members, and more. Using case study examples, this webinar is aimed to assist you in understanding how you can assist farming and fishing Clients with their unique planning needs.
Accreditation details coming soon.
September 3, 2024
Time:
1:15 pm - 2:30 pm ET
In this CE accredited webinar, your EFPS Directors of Advanced Planning will review estate freeze planning for business owners. We will review both tax and non-tax considerations relating to estate freezes as well as incorporating a family trust into the mix. Using case study examples, this webinar is aimed to assist you in speaking with your corporate Clients and showcase opportunities to assist in their succession plan.
Jurisdictions | # of Credits | Type of Credit |
---|---|---|
Alberta Insurance Council (AIC) | 1 | Life |
Insurance Council of British Columbia (ICBC) | 1 | Life and A&S |
Insurance Council of Manitoba (ICM) | 1 | Life and A&S |
Financial Services Regulatory Authority - Ontario (FSRA) | 1 | Life and A&S |
Chambre de la sécurité financière | 1 | General |
Institut de Planification Financière | 1 | SFPA |
Insurance Councils of Saskatchewan (ICS) | 1 | Life and A&S |
CIRO, Investment Dealer Division (Cycle 10) | 1 | Professional Development |
CIRO, Mutual Fund Division | 1 | Professional Development |
FP Canada | 1 | Financial Planning |
The Institute (Advocis) - IAFE | 1 | General |
© Sun Life Assurance Company of Canada. All rights reserved.