Main Content
Hero-TRIPS-FINAL-DecWebinar-ND-EN (1).png

Become more knowledgeable so you can better meet the needs of your clients and help them achieve their financial goals.

13 Biggest Investment Mistakes Retirees Make

Over the years Peter Wouters has spoken with thousands of retirees and near-retirees about money and the investment mistakes they make. Join Peter for an informative summary of the 13 biggest investment mistakes retirees make, along with some tips on how to avoid or correct them. CE credits offer expires November 26, 2019.

TRIIPSS Complete Quiz button.png

The Family Cottage

If clients want to pass on the family vacation property to their children one day, the cost of transfer may come as a considerable shock to them. Join Peter Wouters for an informative webinar that will cover the importance of preparing for tax implications that a vacation property transfer can bring. CE credit offer expires October 23, 2019.

TRIIPSS Complete Quiz button.png

Top Insurance Strategies to Win More Clients

Join 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.

Federal Budget 2019 Overview

The 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.

Running a Small Business: New Rules Part 3

Join 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.

Running a Small Business: New Rules Part 2

Peter 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. 

Running a Small Business: New Rules Part 1

Peter 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. 

The 90% Retirement Income Factor

98% 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. 

Federal Proposals Taxing Private Corporations Update

Peter Wouters discusses updates and changes to the original proposals and some next steps for practitioners and their clients. 

Seven Sins of Succession Planning

Many 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. 

Beneficiary Blow-ups

It 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. 

Understanding Taxation of Funds

When 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. 


TRIIPSS Webinars

TRIIPSS (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.

 

bio_peter_wouters_large.jpg
Peter A. Wouters

Director Tax, Retirement & Estate Planning Services
Empire Life