Tax planning is an integral part of the financial planning, product selection and implementation process, which can sometimes get overlooked in client conversations. This is becoming a deal breaker for many clients, who are seeking help with focusing on and prioritizing their financial goals. Join the Tax, Retirement and Estate Planning Services team as they cover 10 key tax issues and opportunities for investment clients and advisors. In this session advisors will learn strategies that will help them get started in the right direction for their practice and strengthen their clients’ financial well-being. This session is a companion to the TRIIPSS webinar:
A few year-end tax tips and strategies.
CE credit offer available until May 24, 2022.
A quiz will appear after the webinar has been viewed |
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Peter Wouters
Director, Tax, Retirement & Estate Planning Services,
Empire Life | 
Akua Carmichael
Director, Tax, Retirement & Estate Planning Services,
Empire Life | This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals.
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