Tax & Estate Planning in Action
Advisors are headed toward the largest wealth transfer in history. Ensure your clients are properly prepared. In this interactive session, John Natale of Manulife Investment Management will touch on key topics, including how to:
• build referral and retention strategies into your business
• consider tax and estate planning strategies, including for changes in family situations
• create significant value for your clients and their households through wealth transfer strategies to minimize estate administration fees, including probate, taxes, delays and overall risk to a family’s wealth in transition.
With the use of case studies and real-life situations, you will take away a new appreciation for having these conversations with your clients and creating sound estate planning strategies that serve this generation and the next in your client households.
IIROC Cycle 9
Business Conduct - Ethics
Business Conduct - Non-Ethics