About
Want to build your expertise in estate planning when dealing with investments? This session will cover Trusts, Legacy (Estate) Planning, and Incapacity Planning, with a focus on customizing distributions for Blended Families and "Ageless Investing".

Attendees will learn about products and strategies that will help them position themselves as the “go-to” person for estate planning and investments. You will also learn ways in which our Tax, Retirement, and Estate Planning team can strategically partner with you while helping clients realize their financial objectives.

CE credits: Pending

To receive their CE credit, attendees of this event will be required to watch the entire webinar and pass the quiz after the webinar has been viewed.
Presenter
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Diana Mick
Manager, Tax & Estate Planning, Empire Life
Diana is a seasoned financial services professional who has been an MDRT level advisor, the top long term care specialist for a major carrier, a coach and trainer for advisors and served as an advanced estate planning specialist dealing with affluent clients at major dealers.

She is recognized for bringing a positive and engaging personality combined with the ability to deliver work effectively in challenging and pressurized environments. She has demonstrated a passionate commitment to developing businesses and teams to meet the changing needs of the field.
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I wish to receive credits for:*
Advocis - includes FISCO, ICIB, IFB (pending)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (pending)
Insurance Council of Manitoba (pending)
Insurance Council of Saskatchewan (pending)
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