After clicking on the green registration button located in the upper right corner, you will be taken to an event registration login at which you should enter your email address associated with your CALU membership and your password (depending on your settings, these may be prepopulated).

After clicking on the login button, you will be taken to a member registration page with the applicable fee based on the date of registration. Select one (1) under quantity and proceed through a few more questions including selecting concurrent workshop selections (one for each day).

Following this step, you will be prompted to indicate the CE credits required. 

Once all required fields have been completed and boxes checked off, the member will move on to the payment process which is required to complete registration. Payment is by credit card (Visa or MasterCard) only.

After registration and payment is complete, members will receive a confirmation email which will include a link to a separate form (Clients, Staff and Family) which members can use to register up to ten family, clients or colleagues for a selection of single platform sessions as an added benefit of being a member registered for the AGM.

Registration Information

Member $499 (plus applicable taxes)

Non-Member $599 (plus applicable taxes) (must be referred by a member)
with a 10% reduction on membership fees if join by August 5, 2021

Pricing Two-Day Package only


To see Registration Policy click here



Register Now

  • May 4 - 5, 2021
  • Online

Event Workshops

A1. Sale Of Business (Life Insurance)

May 4, 2021  12:35 - 13:25
Fee: $0.00
Seats Remaining:297

  • Hemal Balsara, Assistant VP, Regional Tax & Estate Planning, Manulife Financial
  • Tim Barrett, Partner, Thorsteinssons LLP

Moderated by Moderated by Peter Seligman, President, Seligman & Associates

B1. Best Practices For Zoom Meetings (Life Insurance)

May 5, 2021  11:35 - 12:20
Fee: $0.00
Seats Remaining:354

  • Jake Sheehan, CLU, Insurance Advisor, Life Design Systems

Moderated by Jim Kraft, CLU, CFP, CH.F.C., TEP, CPA, CA, M.Tax, Advisor, BMO Financial Services