Finding investment and tax opportunities in a challenging market

Please join us for our next TRIIPSS Webinar 

Finding investment and tax opportunities in a challenging market

When markets go down and the value of investment portfolios drop, some clients can be stressed and question their investment plan. Even though bear markets can bring many challenges, there are steps that an astute investor can take to use such markets to their advantage.

In this presentation, we'll discuss some of the risks that an investor may face in challenging markets. We'll also see how bear markets can provide investment and tax opportunities. Finally, we will provide investment ideas and tools such as tables and charts that advisors can use in their discussions with their clients. 

Date: Tuesday, August 23, 2022
Time: 2:00 p.m. to 3:15 p.m. ET
This webinar is also available in French on August 24, 2022, at 10:00 am
CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.
Replay: Access to replay will be provided after the webinar.

Peter Wouters
Director, Tax, Retirement & Estate Planning Services,
Empire Life

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.