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The CALU Member Webinar Bundle is now available for purchase. With the bundle you will receive access to all the live webinar and well as the recordings. 

If you are unable to attend one of the live webinars not to worry, we are now able to give CE credits for watching on demand webinars.

 

2020 CALU Webinar Guest Program

  • 26 août 2020 au 1 juin 2021
  • Via Zoom/On Demand

Événements

IPPs € Who Is The Strategy Appropriate For?

26 aot 2020  13:00 - 14:00
Frais: $125.00
Place Disponible:500

IPPs are receiving a considerable amount of attention, given the 2017 tax changes affecting small businesses. The Boomer generation that founded many of Canada’s small businesses are now wanting to ensure that they will have adequate retirement incomes and are seeking tax-effective solutions in this area.

IPPs have also evolved since 1991, and more recent design features will be covered (e.g, hybrid plans). Participants will leave this workshop with an ability to identify the appropriate candidates for an IPP. There will be an overview of the key provisions of the tax rules, followed by case studies illustrating who the ideal candidates are.

Technical Case Study: Advanced

Value Of Advice: Deep Dive

2 septembre 2020  13:00 - 14:30
Frais: $185.00
Place Disponible:500

BEworks will provide a deep dive into the results of the behavioral research project on articulating of the value of working with an advisor.

The Future Of Long-Term Care In Canada € Time To Act!

16 septembre 2020  14:15 - 15:15
Frais: $125.00
Place Disponible:500

This session will deliver an eye-opening review of the findings produced by the National Institute of Aging report supporting the immediate need for more consideration of long term care and living protection. Dr. Sinha will discuss the current provision of long-term care across Canada and place it within the global context of comparable countries.

He will highlight current challenges, present evidence-informed opportunities, and discuss innovation in these growing and important areas of care. We will address opportunities and solutions to use this information in your practice and living planning, for individuals and small businesses. You will leave this session with an increased appreciation for the importance of planning for living years.

Practical Intermediate

 

Charitable Gifting

30 septembre 2020  13:00 - 14:30
Frais: $185.00
Place Disponible:500

Daniela DeGasperis, noted philanthropist and Co-Vice Chair at Boost and

Mark Halpern, CFP, TEP, MFA-P, CEO and Founder WEALTHinsurance.com

Professional advisors and other estate planning professionals are the gatekeepers of client wealth. When it comes to philanthropy, we share a unique obligation and opportunity to help clients and the charitable causes they care about.


Mark will explain how he helps clients convert tax dollars to generous charitable gifts using insurance strategies that eliminate or mitigate tax liabilities and enhance final estate values, creating enduring legacies.

 

Practical Intermediate

Future Proofing The Employee Benefits Practice

7 octobre 2020  13:00 - 14:00
Frais: $125.00
Place Disponible:499

Employee Benefits is a vast umbrella that continues to evolve and expand and growing an EB practice in a mature domestic market can be easier than you think. The domestic Life & Health market grows less than 3%.

A business needs organic growth to drive business investment and 3% will not cut it. This workshop will explore how an adjustment in business focus to include Group Retirement is reshaping all aspects of the EB practice.

Practical Case Study Intermediate

Pundits Panel

14 octobre 2020  13:00 - 14:30
Frais: $185.00
Place Disponible:500

Discription to be added

Althia Raj (Huff Post)
Joel-Denis Bellavance (La Presse)
Nik Nanos (Nanos Research)

Practical Side Of Insurance Planning Strategies

21 octobre 2020  13:00 - 14:00
Frais: $125.00
Place Disponible:500

This workshop will review selected insurance planning strategies, such as shared ownership structures and offshore insurance policies, from a tax audit and compliance perspective. The speakers will focus on tax issues involving shared ownership, including valuations of its various components and other compliance/audit risks, understanding the CRA and its approach to certain life insurance strategies, and will explore how off-shore insurance has emerged,

its suitability and related compliance and audit risk. Participants will get practical advice on how to manage life insurance strategies from a tax risk viewpoint, with comments about staying within the boundaries of acceptable planning, and what strays beyond the boundaries.

Technical Advanced

Strategies To Consider When There Is An Economic Downturn

28 octobre 2020  13:00 - 14:15
Frais: $125.00
Place Disponible:500

This topic would look at planning one can engage in when there is an economic downturn.

Battling Complexity With Expertise

18 novembre 2020  13:00 - 14:30
Frais: $185.00
Place Disponible:500

In this session, designed primarily for Associate members, a panel of tax and estate planning experts will provide their insights relating to recent planning files involving unique and complex issues. Attendees will be invited to ask questions and and add their own insights.

Time permitting, attendees will also have the chance to ask questions relating to hypothetical client situations and receive advice from the experts and fellow members. We expect this to be an enlightening, interactive and quite possibly entertaining workshop that should not be missed!