Intergenerational Corporate & Personal Planning

Submitted by Krishan on November 3, 2026 - 8:37am

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Webinar November 17 2026

Intergenerational Corporate & Personal Planning

1 CE credit

Description

This training explores strategies that help you support clients in building, preserving, and transferring wealth across generations.

At the end of of this course, you will be able to identify:

Planning opportunities involving intergenerational life insurance ownership
Critical illness insurance
Family business succession strategies
Retirement income planning
Tax-efficient wealth transfer

Date: Tuesday, November 17, 2026
Time: 1:30 p.m. ET
Duration: 1 hour
Presenters: Jos Herman, Wealth, Tax & Estate Planning Advisor
Jonathan Schonewille, Sales Director, Beneva

Beneva Inc., financial services firm, authorized distributor by Beneva Inc.
^TMThe Beneva name and logo are registered trademarks of Beneva Group Inc. used under licence.

Notice concerning the protection of personal information

© Beneva Inc. 2026
625, rue Jacques-Parizeau, Québec (Québec) G1R 2G5
Website

Webinar November 17 2026

Intergenerational Corporate & Personal Planning

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