Insurance based investments: featuring some of our most frequent case consultation themes

Please join us for our next TRIIPSS Webinar 

Insurance based investments: featuring some of our most frequent case consultation themes

This session will go through a number of previously published articles to explain and reinforce strategies and opportunities focusing on investments. A variety of case studies will showcase challenges that may arise and preferred strategies to consider.

Join the webinar: 

Wednesday, July 26, 2023, at 2:00 pm to 3:00 pm ET
This webinar is also available in French on July 27, 2023, at 10:00 am.

CE credits: Pending.
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after viewing the webinar.

Peter Wouters
Director, Tax, Retirement & Estate Planning,
Empire Life

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >