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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 |
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.
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CE credits:
View the video and take the quiz to earn CE credits |
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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.
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CE credits:
View the video and take the quiz to earn CE credits |
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Seven Sins of Succession Planning
Advisors frequently fall into the temptation of letting time sneak up on them as they approach retirement. Many are comfortable running their day-to-day business with the overconfident expectation that the sale of their practice will be smooth and seamless. This Webinar shares the seven sins of succession planning and what can be done to avoid them.
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CE credits:
View the video and take the quiz to earn CE credits |
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Federal Proposals Taxing Private Corporations Update:
Overview, Concerns, Cautions and Opportunities
Attendees will gain a clearer understanding of the ramifications of the proposals through a series of case studies. The session will also cover updates and changes to the original proposals and some next steps for practitioners and their clients.
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CE credits:
View the video and take the quiz to earn CE credits |
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