Tax and estate update

November 24, 2021 – 1:40 p.m. to 2:55 p.m.

Speakers:

  • Angela Ross, TEP, LL.B, Principal, Tax Services, PricewaterhouseCoopers LLP
  • Kevin Wark, LL.B, CLU, TEP, Tax Advisor, CALU
  • Moderator: Kathryn Bennett, TEP, LL.B, CLU, Senior Legal & Estate Planning Advisor, Desjardins Financial Security

Description:

Our presenters will cover key developments in income tax and estate planning with a focus on high net worth and business owner concerns.

(Technical, Practical, Intermediate)

This workshop is organized by the Associates’ Meeting Committee.

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

  • Institute for Advanced Financial Education (Advocis) – 1.25
  • FP Canada – 1.25
  • Alberta Insurance Council – 1.25 (T)
  • Insurance Councils of Saskatchewan – 1.25
  • Insurance Council of Manitoba – 1.25 (T)
  • Chambre de la sécurité financière (Québec) – 1.00 PDU (Insurance of persons)