The world according to accountants
Wednesday May 4, 10:30am – 11:30 am
Speakers:
- James MacGowan, FCPA, FCA, TEP, Tax expert; Retired from Deloitte
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Kelly Adams, B. Comm., CLU, ChFC, CFP, FEA, Vice-Chair, CALU Board of Directors; Chair, CALU 2022 Conference & AGM; Chairman, Barrington Wealth Partners Inc.; Principal, Adams Wealth Advisory Inc.
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)