Wealth building and preservation strategies for a successful year
Much time and attention is devoted to the importance of building wealth for the long term, particularly around RRSP season. Where the focus tends to be on registered retirement savings plans, opportunities are missed. What about the preservation of these portfolios particularly when a critical illness strikes? What are clients’ expectations of the discussions advisors have about the tax impact on their portfolios?
Using case studies and client surveys, we will briefly cover off some key issues and opportunities for investment clients and advisors. We will also cover off concepts to help both preserve and protect financial assets. In this session, you will come away with strategies to help you get the right start in a good direction for your practice, and your clients’ financial wellbeing.
CE credit offer available until May 22, 2023. A quiz will appear after the webinar has been viewed.
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 >
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