Building and preserving wealth together.

1-800-561-1177

Manulife TREPS: What You Need to Know for 2022 (Estate Planning) - January 25th @ 11:00am PST
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

Good morning,

I hope this email is finding you well! In case you missed us in December, we are back with a 2nd session of “What you Need to know for 2022” featuring Denika Heaton from our Tax and Estate Planning team.

Date:  Tuesday, January 25th, 2022

Time: 11:00 to 12:00PM PST

Topics covered:

  • Trusted contact person obligations
  • National update on Trust filing requirements and Medical Assistance in Dying (MAID)
  • Recent challenges and developments regarding beneficiary designations
  • Case law roundup
  • Tips for protecting your clients’ wishes

Register for this webinar:

https://manulife-johnhancock.zoom.us/webinar/register/WN_wEQL35JiSA-XLn03wP8RZg

We look forward to seeing you!

Sophia Lee
Senior Business Development Manager
Manulife Investment Management