Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.

{FIRST_NAME}	Adds the recipients First Name.	Use
{LAST_NAME}	Adds the recipients Last Name.	Use
{COMPANY_NAME}	Adds the Company Name.	Use
{PORTAL_NAME}	Adds the application portals name.	Use
{MEMBER_NAME}	Adds the Recipients Membership name.	Use
{SIGNATURE_OPT_IN}	Adds the Opt-in link.	Use
{SIGNATURE_OPT_OUT}	Add the opt-out link.	Use
%signature%	Adds your preferred signature block.	Use
{Event_Start_Date}	Adds the Event's Start Date.(Events Only)	Use
{Event_End_Date}	Adds the Event's End Date.(Events Only)	Use
{Event_Name}	Adds the Event's Name.(Events Only)	Use
{Event_Description}	Adds the Event's Description.(Events Only)	Use
{Online_Training_Description}	Adds the Online Training Description.(Online Training Only)	Use
{Event_Specific_Dates}	Adds the Event's specific dates.(Events Only)	Use
{member_number}	Adds the Membership Number.	Use
{MemberSince}	Adds the Member Since Date.	Use
{CONTACTEMAIL}	Adds the Contact's Email Address.	Use
{CERTIFICATE_NUMBER}	Adds the Contact's Certificate Number	Use
{EVENTLOCATION}	Adds the Event's Location.	Use
{TOTALEVENTCREDITS}	The total number of credits that the contact has earned through the event tickets and workshops.	Use
{ASAPPEARSONBADGE}	Display the text of as appears field in the event setup.	Use
{contact_organization}	Displays the organization name of the contact.	Use
{RENEWALDATE}	Adds the Member Renewal Date in (yyyy-mm-dd).	Use
{MEMBERSHIP_YEAR}	Adds the Member's Membership Year	Use
{RENEWALDATE_MM-DD-YYYY}	Adds the Member Renewal Date in (mm-dd-yyyy).	Use
{LMS_CREDIT}	The number of credits the LMS course is worth for Continuing Education	Use
{COLLECTION_PERIOD_END-DATE_YYYY_MM_DD}	The end date of the CE collection period end date	Use
{LMS_COURSE_COMPLETION_DATE}	The completion date of the LMS course	Use
{INCEPTION_DATE}	Adds the Member Inception Date in (yyyy-mm-dd).	Use
{EVENT_END-DATE_MONTH_YYYY}	Adds Event End Date in Full Month Name and Year Format.(Events Only)	Use
{EVENT_END-DATE_MONTH_YYYY_ADD3}	Adds Event End Date in Full Month Name and Year Format Plus 3 Years.(Events Only)	Use
{WORKSHOP_NAME}	Adds the workshop name (if applicable)	Use
{WORKSHOP_DESCRIPTION}	Adds the workshop description (if applicable)	Use
{WORKSHOP_CREDITS}	Adds the workshop credit for related workshop (if applicable)	Use
{TOTALWORKSHOPCREDITS}	Adds the sum of all workshop credits for related event (if applicable)	Use
{Event_Start_Date_DD-MM-YYYY}	Adds the Event's Start Date in (dd-mm-yyyy).(Events Only)	Use
{Event_End_Date_DD-MM-YYYY}	Adds the Event's End Date in (dd-mm-yyyy).(Events Only)	Use
{RENEWALDATE_DD-MM-YYYY}	Adds the Member Renewal Date in (dd-mm-yyyy).	Use
{RENEWAL_DATE_MONTH_DD_YYYY}	Adds the Member Renewal Date in (Month Dth, yyyy).	Use
{INCEPTIONDATE_DD-MM-YYYY}	Adds the Member Inception Date in (dd-mm-yyyy).	Use
{TODAYSDATE}	Adds the current date.	Use
{TODAYSYEAR}	Adds the current year.	Use
{QR_CODE}	Adds the QR Code for their contactID, name, and emailAddress	Use
{WORKSHOP_DATE}	The date of the workshop (if applicable).	Use
{WORKSHOP_START_TIME}	The start time of the workshop (if applicable).	Use
{WORKSHOP_END_TIME}	The end time of the workshop (if applicable).	Use

Helping advisors navigate secondary wills and spousal support obligations

Wednesday, October 15, 2025: 12:30 pm 1:00 pm ET

Secondary wills and spousal support obligations can have a significant impact on estate planning strategies. Join Chantelle Cattermole for an overview on the impact they can have on estate planning.

Presenter:

Chantal Cattermole, L.L.B., Chair, Canadian Family Practice, Cozen O'Connor

CALU Connect - Helping advisors navigate secondary wills and spousal support obligations

October 15, 2025