About
Tax planning is a year-round priority for advisors and clients, offering valuable insights and benefits from the client’s perspective. With year-end fast approaching, this is an ideal time to review your clients’ personal and business finances to make the most of any tax planning opportunities available before the December 31 deadline. As we enter the final weeks of the year, consider these practical tax strategies to support investors, business owners, families, and homebuyers.

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 February 20, 2025.
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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Alberta Insurance Council (pending)
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