The Essentials of Estate Planning

Join Advocis National for this two-part webinar series on March 22nd & 30th from 1:00 - 3:00 P.M. (EDT) as  Kevin Wark and
Glenn Stephens use a series of case studies to review estate planning issues.

As a benefit of membership Advocis Members are able to attend at a discounted rate $150+HST ($220+ HST for Non-members). During the checkout use your Advocis ID as the promotional code to unlock the member rate.

Please Note: All registrants will be able to purchase the Essential Canadian Guide in paperback or electronic form at a reduced price on Amazon.ca for one month following the second presentation.

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

• Registration closes on March 22, 2023, at 12:00 P.M. (EDT).
• The recordings of both webinars will be available to registrants at no charge following both events.

This event is pending review for the following 4.0 CE (2 CE per session) credits:

• 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

Presenters:

MC: 
Greg Pollock M.Ed., LL.M., C.Dir.,CFP

Greg is the President and CEO of Advocis, The Financial Advisors Association of Canada. He is responsible for providing effective strategic leadership and direction and oversees all aspects of Advocis’s day-to-day activities. Read more

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. 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. Glenn has also lectured and written extensively on the subjects of estate planning, taxation and life insurance. He is a columnist for FORUM magazine and editor of The Essential Canadian Guide to Life Insurance Transfers. Read more

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