1 CE Credit

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Sun Life is pleased to invite you to the Immediate Financing Arrangements (IFA) Workshop. This 2-hour workshop will commence with a 1-hour Presentation on “To leverage or not to leverage” Presented by: Mark Davis, MFin, CFA, Director of Professional Insights, Sun Life. IFAs offer an attractive opportunity for the right client, but they’re not for everyone. They add complexity and risks. This one-hour overview explains the common pitfalls that should be well understood before recommending an IFA to a client.

• Mark Davis’ presentation will be followed by a 1-hour Panel Discussion with:
• Lino Puzzuoli, MBA – Director, Insurance Tax Solutions, Sun Life
• Jay Sankoff, BSc. AALU, ALMI – AVP, High Net Worth Solutions Centre & Field Underwriting, Sun Life
• Randy Cutting – Vice President Sales, Specialized Lending, DUCA Financial Services
• Jean Turcotte – Director, Tax, Insurance and Wealth Management Group, Sun Life

Note: This 2-hour workshop is available for 1 CE credit. Attendees must attend the entire session to be granted CE. For advisors licensed under La Chambre de la sécurité financière (CSF), as of May 1st, individuals that are licensed and residing in Quebec are required to complete a questionnaire at the end of the live webinar. To qualify for CE credits, a score of at least 60% is required to successfully complete the evaluation. A link will be sent to you after the session is completed