Advocis Greater Hamilton: Blueprint For Protection

Blueprint For Protection: Discovering Insurance Needs Using a Business Owners Will

Effective business owner planning involves more than just facts and numbers. Each business owner carries with them unique hopes, fears, and aspirations. When we learn about those things, we can provide better solutions to meet their needs.

• Wednesday Janaury 21st, 2026
• 10:00 AM to 11:00 AM
• virtual

Agenda:

10:00 am: Discovering Insurance Needs Using A Business Owners Will
Guest Speaker: Kathryn Bennett, LLB, TEP, CLU
Director, Tax and Estateplanning, RBC Insurance

This rapid-fire session shows us how to use strategic questions about a business owner’s will to identify planning pitfalls and challenges as the springboard for delivering a tailored insurance structure that integrates their business and personal needs.

Ticket Details:

A big thank you to our sponsors, Beneva and Manulife! Advocis Members can enjoy complimentary access to this event. Simply enter your Advocis ID as the promotional code during checkout to receive the complimentary rate. Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

• Member: Price (FREE )
• Non-Member: Price ($25 +HST & ticket fees)

Limited tickets available on a first-come, first-serve basis. Please purchase by January 19th, 2026 at 11:30 P.M. EST. Be sure to register early!

Presenter:

Kathryn Bennett, LLB, TEP, CLU

Director, Tax and Estate Planning, RBC Insurance

Kathryn Bennett is a Director, Tax and Estate Planning with RBC Insurance. Kit leverages her expertise as a tax and estate planning lawyer to craft sophisticated insurance solutions for high?net-worth individuals and business owners, focusing on wealth preservation, business succession, and legacy planning. She is particularly interested in using insurance for charitable giving, farm estate planning, retirement strategies, and cross-border considerations.

A seasoned presenter and author, Kit covers estate planning with life insurance, segregated funds, annuities, beneficiary designations, and insurance integration in wills, trusts, and retirement planning.

She is a member of professional organizations including the Law Society of Ontario, STEP, Advocis, CALU, the Canadian Bar Association, the Ontario Bar Association, and CAGP.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Greater Hamilton chapter at: GreaterHamilton@AdvocisChapter.ca

CE Requirements:

This event is pending approval for 1.0 CE credits by The Institute. In order to receive CE certificate your information may be provided to a 3rd party provider.

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate or not provided at the time of registration.

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.

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