Tax & estate planning in action

In this webinar that aired on Tuesday, July 18, 2023, at 1:00 PM ET, Advisors are headed towards the largest wealth transfer in history, so ensure your clients are properly prepared. In this interactive session, John Natale of Manulife Investment Management will touch on key topics including:

How to build referral and retention strategies into your business
How to consider tax and estate planning strategies, including for changes in family situations
How to create significant value to your clients and their households through wealth transfer strategies to minimize estate administration fees including probate, taxes, delays and overall risk to a family’s wealth in transition.

With the use of case studies and real life situations you will take away a new appreciation for having these conversations with your clients and creating sound estate planning strategies that serve this generation and the next in your client households.

Presenter:
John Natale, Head of Tax, Retirement & Estate Planning Services, Wealth at Manulife Investment Management

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, July 18, 2023 at 1:00pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from IIROC, FP Canada and MFDA Credits. CE accreditation is powered by CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from IIROC, FP Canada and MFDA Credits is ready.

If you do not yet have a profile on CE Corner, you will need to create one to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

John Natale

Head of Tax, Retirement & Estate Planning Services, Wealth at Manulife Investment Management

John joined Manulife in 2001, having previously worked as a tax lawyer with a national accounting firm and a private law firm. He has experience with estate and retirement planning strategies and a wide variety of general tax matters, including personal and corporate taxation, trusts, and investment-related topics generally. He’s a frequent speaker at industry conferences and seminars and has appeared as a guest expert on industry podcasts and BNN Bloomberg TV. John has published numerous articles on tax and estate planning and is co-editor of Canadian Taxation of Life Insurance. John has Elder Planning Counselor and Certified Financial Planner designations, and is a member of the Ontario Bar Association and the Canadian Tax Foundation.

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate.

Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.