About
Join the Tax, Retirement and Estate Planning Services team as they cover seven key tax issues and opportunities for investment clients and advisors. One featured item will be the new capital gains inclusion rules and exemptions.

In this session advisors will pick up some ideas that will help them get started in the right direction for their practice and strengthen their clients’ financial well-being.


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 the webinar has been viewed.

CE credit offer available until November 19, 2024.
Presenter
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Peter Wouters
Director, Tax, Retirement & Estate Planning, Empire Life
Peter is an expert in tax, retirement and estate planning. He has provided thousands of workshops and seminars for advisors, MGAs, IIROC firms, professional firms and consumer groups on tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter educates professionals in the needs, expectations and issues of elders. He also conducts workshops for advisors on buying, selling or merging a practice.
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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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