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Please join us for our next TRIIPSS Webinar
Complex family dynamics and estate planning using segregated funds
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As your clients age, particularly high net worth clients and those with complicated family situations, wealth transfer becomes a priority. As their focus starts to change from accumulating assets to estate planning and wealth transfer, will they think of you as a trusted resource to guide them on this new journey? And can you answer: Why would they? And why should they?
The aim of this session is to do two things:
- Help you differentiate yourselves from other advisors by learning concepts and strategies that many of your peers may not even be thinking about, and
- Demonstrate how, where and why we can be a strategic partner with you in helping your clients realize their dreams and objectives.
Date: March 29, 2022
Time: 2:00 p.m. to 3:15 p.m. ET
CE credits: Up to 1 credit
Replay: Access to replay will be provided after the webinar |
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Peter Wouters
Director, Tax, Retirement & Estate Planning Services,
Empire Life
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This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals.
Learn more > |
FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.
