Comprehensive strategies for preserving wealth, values, and wishes across generations.
A key principle in legacy planning is that you cannot eliminate the big mistakes in an estate plan until you have identified them. Every senior / elder should stage what Peter Wouters has termed a financial fire drill, with the assistance of trusted professionals. The same caution should be exercised with estate planning as with financial planning—work with.
This course will investigate the process of planning the accumulation, conservation, and distribution of an estate in the manner that most efficiently and effectively accomplishes the elder’s personal tax and non-tax objectives.
We will look at the major areas of estate and legacy planning and such related topics as: lack of liquidity, improper disposition of assets, inflation, inadequate income, or capital at retirement / death / disability, stabilization and maximization of the value of assets, excessive transfer costs, and special problems.
Key Learning Areas:
10 activities • 32 videos • duration: 3h 5m
We will continue to provide high quality education, training and materials at the lowest price possible in Canada
Pro-Seminars was started by Tom Miller and Alex Nicholson in 1998. Sadly, Tom passed away in 2020, but the legacy he created continues today with Alex and Tom’s son-in-law, Adam Wyrcimaga, carrying it forward. Pro-Seminars is an all-Canadian company based in beautiful Beamsville, Ontario. It is a leader in its field, specializing in continuing education and training designed specifically for Insurance and Financial Services Professionals. Since 1998, Pro-Seminars has presented in cooperation with many Financial Services companies across Canada, offering convenient, comfortable, and high-quality professional development through Continuing Education Conferences, webinars, 47+ self-study courses, and a wide range of training programs. These courses and seminars are conducted across Canada, as well as through a National Conference held annually. Pro-Seminars utilizes many seasoned, experienced, and professional educators and trainers from financial services and insurance companies, all committed to maintaining the highest educational and ethical standards to best serve their clients and prospects. Continuing Education Credits earned by using any Pro-Seminars service are valid across Canada, regardless of where the credits were attained, through the many provincial reciprocal agreements in place. Alex Nicholson / Co-President E: alex@pro-seminars.com, Adam L. Wyrcimaga / Co-President E: adam@pro-seminars.com
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
