Advocis Durham Region presents: CLU Advanced Learning Series - Case Study 2 - Creditor Protection & Case Study 6 - Estate Planning with Trusts

Join facilitators Simon Maxwell and Andrew Gooden and your fellow CLU designates on Thursday, June 9, 2022 from 9:30 A.M. to 11:30 A.M. (Eastern Time) as you do a deep dive into Creditor Protection and Estate Planning with Trusts.

You will have an interactive discussion with case studies to identify any current or potential creditor issues and discuss alternative strategies for the preservation of assets. In the second case study you will identify how trusts can be used to achieve non-tax objectives, identify the need for planning for incapacity and illustrate the benefits of the use of trusts in estate planning.

In each session, CLU designation holders will participate in group discussions on case studies with solutions using advanced insurance concepts and strategies.

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

This event is designed for CLU designation holders

• Tickets are on a first-come, first-serve basis
• Both Members and Non-Members are entitled to view this webinar for FREE

• Note to iPhone Users: Eventbrite event tickets cannot be purchased through the iOS Eventbrite mobile app at this time. To purchase tickets on your Apple device, please first delete the Eventbrite mobile app from your device and then use the iPhone web browser to purchase Eventbrite event tickets until further notice.

Ticket sales end June 7, 2022 at 11:30 P.M. (Eastern Time)

CE Requirements

This event has been approved for 1.5 CE credits. To be eligible to earn any CE from this event, you must:

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
• If you have forgotten your Advocis ID, please click here to recover.
• If you do not have an Advocis ID number please complete this form to request one.

• If you would like to be extended the member pricing, please join.

Please contact the organizer to confirm if this event qualifies for your provincial insurance council credits.

Thank you to our 2022 Sponsors

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Durham Region chapter at DurhamRegion@advocischapter.ca