Advocis Kingston presents: CLU Advanced Learning Series - Case Study 9: Blended Families and Business Succession

Join your fellow CLU designate holders as we work together to discuss Blended Families and Business Succession. In each case study, participants will join breakout groups and share their ideas with their peers. A moderator will facilitate the discussions.

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

• As a benefit of membership, this webinar is FREE for Advocis Members, Institute CLU Members & Sponsors ($10 for Non-Members)
• Members, use your Advocis Membership ID to trigger the promotional discount in Eventbrite
• Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

• CLU designate holders who are Institute Members please contact kingston@advocischapter.ca for your promo code

Note to iPhone Users: Eventbrite event tickets cannot be purchased through the iOS Eventbrite mobile app at this time. Please use your desktop or laptop computer internet browser to purchase Eventbrite event tickets until further notice.

Ticket sales end January 24, 2022 at 11:30 P.M. (EST)

CE Requirements

This event has been approved for 3.0 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 contact Member Services 1-877-773-6765 or info@advocis.ca
2. Attend the webinar using the email address entered on your registration form

• If you do not have an Advocis ID number please reach out to member services at info@advocis.ca to be assigned an ID number in order to receive your CE credits 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.

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