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Estate planning – webinar series

Speakers:

Kevin Wark, LLB, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU
Glenn Stephens, LLB, TEP, FEA

In this two-part webinar series open to both CALU members and guests, Kevin Wark and Glenn Stephens will use a series of case studies to preview the contents of the best selling and newly updated The Essential Canadian Guide to Estate Planning (3^rd Ed) by Kevin Wark, which covers estate planning issues applicable to families and business owners.

Part 1 of this series, to take place on Tuesday, March 21, 2023 from 1:00 pm to 3:00 pm ET, will review an estate planning case study involving a HNW family. Planning essentials such as minimizing taxes on death, U.S estate taxes, will and probate planning, powers of attorney for property and personal care, inter vivos trusts, philanthropy and life insurance will be discussed. Expected number of CE credits for Part 1 = 2.0.

Part 2 of this series, to take place on Tuesday, March 28, 2023 from 1:00 pm to 3:00 pm ET, will use two case studies to review the planning essentials for business owners including topics such as family-owned vs arm’s length businesses, shareholder agreements, will planning, estate freezes, philanthropy and corporate owned life insurance. Expected number of CE credits for Part 2 = 2.0.

All registrants will be able to purchase the Essential Canadian Guide in paperback or electronic form at a reduced price on Amazon.ca for one month following the second presentation. The recordings of both webinars will be available to registrants at no charge following the event. Those that cannot attend the webinar series may register for the recordings (and obtain CE credits), at the same price as the original webinars.

The member rate for the webinar series is available to those who have paid their membership for 2023 before the February 28 renewal deadline. Those who have not renewed their membership will be required to pay the guest rate.

Estate planning webinars – Parts 1 & 2

The webinars are available to CALU members and guests and must be purchased together with pricing as follows:

Tuesday, March 21, 2023 from 1:00 pm to 3:00 pm ET

Tuesday, March 28, 2023 from 1:00 pm to 3:00 pm ET

Members: $150 plus tax (renewed membership) or $220 plus tax (have not renewed membership)

Guests: $220 plus tax

View CALU’s virtual event registration policy to review the terms and conditions. If you have any questions, please contact us at calu@calu.com or 613-505-9632 ext. 0.

Registration open until Friday, March 17, 2023.

The reviews are in…..

A select group of CALU members recently previewed the upcoming Essentials of Estate Planning webinars and here is their feedback….

“This information packed webinar series is a “must attend” event for those wanting to help their clients create/update their estate plan. The dynamic technical duo of Kevin Wark and Glenn Stephens are at their best in these sessions!”

Kelly Adams, CLU, CFP, Ch.F.C., FEA

“My practice is focused on the wealth creation, retirement planning and estate planning areas and I had a lot of great take aways from this webinar series. Highly recommend this for both newer and more experienced advisors.”

Sterling Rempel, CFP® CIM® CLU TEP MFA-P

“This webinar series has served to reinforce the many benefits of helping clients with their estate planning. It not only creates stronger bonds with my clients and their families, but also positions me to work with other professional advisors. Strongly recommend you take this journey with Glenn and Kevin. “

Jake Sheehan, CLU, TEP, FEA

“Done properly, the estate planning process can have high value impact for your clients, You can save your clients $100,000+ in taxes, eliminate headaches for the estate, and demonstrate your value to the client and family. This webinar series demonstrates how the process is good for everyone and the information provided is well worth the price of admission!”

Jeff Owens, Wealth Management Advisor

Estate planning - webinar series

Tuesday Mar 21 2023, 1:00 PM - 3:00 PM
Tuesday Mar 28 2023, 1:00 PM - 3:00 PM
Zoom/On-demand

Upcoming Events

2024 Conference & AGM May 5
Ottawa, Ontario