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Insurance & Investments
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Wealth building

and preservation strategies for a successful year 

Please join us for our next TRIIPSS Webinar 

Wealth building and preservation strategies for a successful year

Much time and attention is devoted to the importance of building wealth for the long term, particularly around RRSP season. Where the focus tends to be on registered retirement savings plans, opportunities are missed. What about the preservation of these portfolios particularly when a critical illness strikes? What are clients’ expectations of the discussions advisors have about the tax impact on their portfolios?

Using case studies and client surveys, we will briefly cover off some key issues and opportunities for investment clients and advisors. We will also cover off concepts to help both preserve and protect financial assets. In this session, you will come away with strategies to help you get the right start in a good direction for your practice, and your clients’ financial wellbeing.

Date: February 22, 2023
Time: 2:00 p.m. to 3:15 p.m. ET   

This webinar is also available in French on February 22, 2023
at 10:00 a.m. ET

CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed. 

FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.