Advocis Durham Region: CLU Case Study 10 - Business Succession Planning
Join your fellow CLU designates and those working towards their designation for an interactive case study.
Date and time
Location
Online
Refund Policy
About this event
CLU - Business Succession Planning
Case Study 10
Calling all CLU designation holders, or those working towards the designation! Back by popular demand, a CLU case study event with exuberant moderator, Simon Maxwell. We will also have a special guest speaker to add great value to the case study.
- Thursday May 23rd, 2024
- 9:00am to 12:00pm EST
- Virtual via Zoom
Ticket Details:
👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate.
- As a benefit of membership, Advocis Members attend this event at a complimentary rate!
| Member: FREE
| Non-Member: $25 (+ ticket fees)
- Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.
- Limited tickets are available on a first-come, first-serve basis. Please purchase by May 21st, 2024, at 2:30 P.M. EDT.
This event is designed for CLU designation holders
Join moderator Simon Maxwell and your fellow CLU designates on Thursday, May 23rd from 9:00 A.M. to 12:00 P.M. (Eastern Time) as you do a deep dive into succession planning for business owners.
You will have an interactive discussion and identify relevant estate planning objectives and considerations important to the shareholders of a private business. Work together to align and explain retirement and estate planning strategies that address business owners planning objectives.
You will participate in group discussions on case studies with solutions using advanced insurance concepts and strategies.
Special speaker Christine Culbertson of silver sponsor IA, will give an added value presentation on IPP's and RCA's for corporations.
We suggest participants have a copy of the following during the event for reference:
- Advanced Estate Planning – CLU 257
- Wealth Planning Strategies for Canadians Textbook, 2019 Edition
- Estate Planning with Life Insurance Textbook, 6th Edition
Speaker Bio:
Christine Culbertson
IA Financial Group
20+ years in financial services as an advisor and leader, Christine is a dedicated account executive with iA Financial Group leading the Individual Pension program and the retirement executive plan – the Retirement Compensation Arrangement solution. In her spare time Christine enjoys thrilling experiences and most recently she drove a NASCAR on-track in Daytona.
CE Details:
This event is approved for 3 CE Credits by The Institute and pending approval for an additional 1.00 CE credit.
**You must provide your Advocis ID when registering to be eligile to receive CE Credit
**In order to receive your CE certificate your information may be provided to a 3rd party provider.
Registration Requirements:
1. Enter your Advocis ID on the registration form.
**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.
a. If you have forgotten your Advocis ID, please click here to recover.
b. If you do not have an Advocis ID number please complete this form to request one.
2. Attend the webinar using the email address entered on your registration form
a. If you would like to be extended the member pricing, please join here.
Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.