The world according to accountants

Wednesday May 4, 10:30am – 11:30 am

Speakers:

Description:

This presentation will look at how accountants perceive insurance advisors, how to deal with accountants and be a better advisor as a result. The presentation will also deal with certain tax planning strategies using insurance.

CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) – 1.00 (T)
  • FP Canada – 1.00 (T)
  • Alberta Insurance Council – 1.00 (T)
  • Insurance Councils of Saskatchewan – 1.00 (T)
  • Insurance Council of Manitoba – 1.00 (T)
  • Chambre de la sécurité financière (Québec) – 1.00 (T)