BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//IDC WIN BIG | Business Innovation and Growth - ECPv5.7.1//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:IDC WIN BIG | Business Innovation and Growth
X-ORIGINAL-URL:https://idcwinbig.ca
X-WR-CALDESC:Events for IDC WIN BIG | Business Innovation and Growth
BEGIN:VTIMEZONE
TZID:America/Toronto
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Toronto:20251030T130000
DTEND;TZID=America/Toronto:20251030T140000
DTSTAMP:20260521T172657
CREATED:20251029T202957Z
LAST-MODIFIED:20251029T202957Z
UID:7786-1761829200-1761832800@idcwinbig.ca
SUMMARY:Sun Life Wealth - Tax & Estate Planning with segregated funds and annuities
DESCRIPTION:CLICK HERE TO REGISTER\nSegregated fund contracts and payout annuities can play a valuable role in a client’s tax and estate planning. This presentation looks at 4 different case studies where these products can be used to meet specific client needs\, including: \nSegregated funds case studies\n1. Investing in segregated fund contracts with guarantees for elderly clients over age 80 (“Borrow a life” strategy)\n2. Gifting during lifetime while maintaining control (“Inter-vivos proxy” strategy) \nPayout annuity case studies\n1. Creating Eligible Pension Income\n2. Avoiding Old Age Security (OAS) clawback while boosting cashflow \n1 CE credit – Pending approval (You must stay on for the full presentation to receive your credit) \n**Ensure you enter your full first and last name into the registration form as this is what will be shown on your CE certificate.**
URL:https://idcwinbig.ca/event/sun-life-wealth-tax-estate-planning-with-segregated-funds-and-annuities/
CATEGORIES:Webinar
END:VEVENT
END:VCALENDAR