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Tax & estate planning in action

Tuesday, July 18, 2023 at 1:00 pm ET

Watch now and earn CE credits

Advisors are headed towards the largest wealth transfer in history, ensure your clients are properly prepared. In this interactive session, airing live on Tuesday, July 18, 2023 at 1:00 PM ET, 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.

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 1:00 PM 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 MDFA. 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 MDFA 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

About the presenter

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.