Complex Family Dynamics & Estate Planning Using Segregated Funds

Join the Peel Halton chapter on Monday, May 9, 2022 from 5:00 A.M. to 8:00 P.M. (Eastern Time) as they present this unique opportunity to participate with our friends at the Estate Planning Council of Mississauga.

Peter Wouters, Director Tax, Retirement & Estate Planning Services at Empire Life will present the Complex Family Dynamics & Estate Planning Using Segregated Funds. Advocis Peel Halton’s Program Chair, Brent van Ryzewyk, will provide an update on the CLU program. Come out and enjoy and this engaging presentation and networking with this community of local estate planning practitioners.

Limited seating is available to attend this live event!

Featured Presentation:

• Peter Wouters will present on complex family dynamics and estate planning using segregated funds. We’ll learn about concepts and strategies that can be used to assist our clients with their estate planning objectives; particularly helpful for high net worth clients and those with complicated family situations.

The aim of this session is as follows:

• Help you differentiate yourselves by learning concepts and strategies that many of your peers may not even be thinking about
• Demonstrate how, where and why as a strategic partner, Empire Life may be the right solution when planning retirement and succession with your clients.

In addition to the great technical content, you will have an opportunity to learn more about the Estate Planning Council of Mississauga and network with many of the members.

Agenda:

• Cash Bar and networking from 5:00 P.M. to 6:00 P.M
• Followed by dinner and presentation 6:00 P.M. to 8:00 P.M.

In-person Location:

• Credit Valley Golf and Country Club
• 2500 Old Carriage Rd, Mississauga
• We will be following local and provincial Protocols.

Member-Exclusive Tickets:

As a benefit of membership Advocis Members are able to attend “Complex Family Dynamics & Estate Planning Using Segregated Funds” . During the checkout use your Advocis ID as the promotional code to unlock the complimentary member rate.

• Member: $61.95 + HST
• Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

Registration ends Friday, May 6, 2022 at 3:00 P.M. (Eastern Time)

CE Requirements:

This event is pending up to 1.0 CE Credit. To be eligible to earn any CE from this event, you must:

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
   • If you have forgotten your Advocis ID, please click here to recover.
   • If you do not have an Advocis ID number please complete this form to request one.

• If you would like to be extended the member pricing, please join.

Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Peel chapter at: PeelHalton@advocischapter.ca.