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Presenter:  Diana Mick | Manager, Tax & Estate Planning, Empire Life

Summary:

Want to build your expertise in estate planning when dealing with investments? This session will cover Trusts, Legacy (Estate) Planning, and Incapacity Planning, with a focus on customizing distributions for Blended Families and “Ageless Investing”.

Attendees will learn about products and strategies that will help them position themselves as the “go-to” person for estate planning and investments. You will also learn ways in which our Tax, Retirement, and Estate Planning team can strategically partner with you while helping clients realize their financial objectives.

CE CREDITS PENDING APPROVAL

*NOT IDC WIN HOSTED*