Advocis National: The Essentials of Buy Sells: Part One

Submitted by Rica Zara on March 3, 2022 - 5:23pm

The Essentials of Buy Sells:
Part One

Join Advocis National on Thursday, March 31, 2022, at 2:00 P.M. (Eastern Daylight) as Kevin Wark and Glenn Stephens dive into part one of a two-part series, starting with the essentials of buy sell agreements.

You will learn about available financing options, how to structure the life insurance policies, understand the various planning considerations, identify important terms of shareholder agreements and be able to explain various insured buy-sell structures.

*Included is a copy of the book written by Kevin Wark with the support of Glenn Stephens, The Essential Canadian Guide to Insured Buy Sell Arrangements (take a sneak peek here!).

Tickets

Advocis Members:

As a benefit of membership, Advocis Members are able to attend this webinar at a discounted rate. Please use your Advocis ID as the promotional code to unlock the Advocis member ticket.

Member Admission: $90 + HST
Member Bundle Admission: $155 + HST (This ticket grants access to both part one & two of "The Essentials of Buy Sells", Part Two will occur on April 6, 2022)

Non-Members:

Non-member Admission: $130 + HST
Non-member Bundle Admission: $225 + HST (This ticket grants access to both part one & two of "The Essentials of Buy Sells", Part Two will occur on April 6, 2022)

* Learn more about "The Essentials of Buy Sells: Part Two" here.

Available spots are limited and will be on a first-come, first-served basis.

Registration closes on March 30, 2022, at 11:30 P.M. (EDT).

This event is pending review for the following CE credits per webinar:

By The Institute for 2.0 CE credits
By AIC, ICM, ICS for 2.0 Life credits
By FP Canada for 2.0 Financial Planning credits
By CSF 2.0 General & Insurance of Persons credits

REGISTER NOW

Presenters:

Kevin Wark LL.B., CLU, TEP

Kevin specializes in the areas of insurance, tax and estate planning. He is a tax advisor for CALU and also has his own independent consulting firm where he provides support to organizations with clients that have more complex and sophisticated tax and estate planning issues.

He has written and spoken extensively on taxation and estate planning topics. He is the author of the best-selling consumer book entitled The Essential Canadian Guide to Estate Planning (2nd Edition), The Essential Canadian Guide to Income Splitting Planning The Essential Canadian Guide to Life Insurance Transfers and the Essential Canadian Guide to Insured Buy-Sells (available on Amazon, Kindle and Kobo). [..] Read more

Glenn Stephens, LL.B, TEP, FEA

Glenn is well versed in this area given his extensive experience in various senior legal and tax advisory roles, including his current role as Vice-President, Planning Services for PPI Advisory. Glenn has also lectured and written extensively on the subjects of estate planning, taxation and life insurance. He is a regular contributor to Insurance Planning, published by Thomson Reuters, a columnist for FORUM magazine and editor of The Essential Canadian Guide to Life Insurance Transfers. He is also the author of the book Estate Planning with Life Insurance, the eighth edition of which was published by Wolters Kluwer CCH in 2021.

Questions:
If you have any questions or concerns regarding this event, please reach out to c e@advocis.ca.