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Become more knowledgeable so you can better meet the needs of your clients and help them achieve their financial goals.
Watch the video and complete the quiz to earn CE credits.
Top Insurance Strategies to Win More ClientsJoin J. David Thomas as he leads an overview on some of our most popular advanced sales concepts for insurance along with helpful case studies to help boost your business.
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Federal Budget 2019 OverviewThe recent Federal Budget introduced a number of changes for retirees, small businesses, farms, investors, home buyers and health and support care. Join Peter Wouters as he takes a deeper look at the implications for your business and clients.
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Running a Small Business: New Rules Part 3Join Peter Wouters as he takes a deeper look at individual policies owned and/or paid for by the company at the time of purchase and the legal and tax implications of transferring policies or flowing benefits to family members for personal estate planning needs.
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Running a Small Business: New Rules Part 2Peter Wouters discusses targeted shareholder employee benefit plans as options to holding retained earnings destined to provide retirement cash flow, and trusts that offer benefits for select employees.
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Running a Small Business: New Rules Part 1Peter Wouters provides an overview of the proposals, changes and updates dealing with income splitting and passive income as well as concerns, cautions and opportunities for business clients and their advisors.
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The 90% Retirement Income Factor98% of aging Canadians want a lifetime income but only 30% of advisors are discussing guaranteed income with their clients. Join Peter Wouters and Geoff Gibson as they explore guaranteed income product solutions.
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Federal Proposals Taxing Private Corporations UpdatePeter Wouters discusses updates and changes to the original proposals and some next steps for practitioners and their clients.
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Seven Sins of Succession PlanningMany advisors are comfortable running their day-to-day business with the expectation that the sale of their practice will be smooth and seamless. Peter Wouters will show you how to avoid succession planning errors.
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Beneficiary Blow-upsIt is important to take the ‘big picture’ into account when estate planning. Short-sighted thinking, when naming beneficiaries, may result in beneficiary blow-ups. Peter Wouters will help you navigate strategies and avoid potential pitfalls.
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Understanding Taxation of FundsWhen your clients receive their statements and tax slips, they may have questions. Peter Wouters will help you understand the reporting and taxation of growth, income and cash flow from investment funds to help you answer their questions.
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TRIIPSS WebinarsTRIIPSS (Tax, Retirement, Investment and Insurance Planning Strategies and Solutions) is a new webinar series featuring Peter Wouters. With our webinars, you become more knowledgeable on various industry related subjects so you can better meet the needs of your clients and help them achieve their financial goals. |
Director Tax, Retirement & Estate Planning Services |
