CLICK HERE TO REGISTER Presenter: Stuart Dollar M.A., LL.B, CFP®, CLU®, ChFC®, TEP Stuart Dollar is a lawyer and is a Director for Retail Insurance Tax Solutions with Sun Life Financial in Waterloo, Ontario. The presentation discusses the double tax problem when a business owner dies, then moves to two post-mortem planning options, loss-carryback and pipeline. It then briefly discusses ...
CLICK HERE TO REGISTER Presenters: Ashley Misquitta, CFA - Empire Life Ian Kerr, Empire Life Nick Pirraglia, Empire Life Graeme Allan, IDC WIN (co host) Something Wicked This Way Comes introduces Empire Life's investment team, philosophy, and approach. It continues with updates on the outlook of the economy and markets and highlights the secular tailwinds for the U.S. economy and ...
CLICK HERE TO REGISTER Speakers: Anna Tsepelis, CLU, CHS | Senior Sales Consultant, Life | RBC Insurance Santo Filice, CHS Senior Sales Consultant Wealth & Retirement Solutions | RBC Insurance Join RBC for an insightful presentation on the critical role estate planning plays in preserving and growing your wealth for future generations. We will explore how life insurance and wealth ...
