Certainty in Uncertain Times - Strategic Estate Planning

Overview:

 This course will focus on will planning, the use of trusts, and the financial tools available to provide peace of mind when individuals need it the most. By knowing the different estate planning options available, Canadians can make well-educated decisions when unexpected (or expected) life events occur. We will cover the importance of executor selection and the different manners a beneficiary may inherit in Canada. The course will delve into the difference between an 'Inter Vivos' Trust and a 'Testamentary' Trust. Concluding, we will cover financial planning tools that provide the most certainty and peace of mind to Canadians at a time when needed the most.

Course Content:

 Financial planning tools and tax strategies reviewed to assist in determining the most appropriate retirement and estate planning paths.

Learning Objectives:

 You will gain a broader understanding of how different estate planning tools and products can benefit individuals in their legacy and retirement planning.

Who Will Benefit: 

 This course will benefit professionals advising clients with estate planning matters.