Advocis Presents: 
A Coffee Talk Webinar
Intergenerational Wealth Transfer – Opportunities and Threats

2021 Series - Episode thirteen: Intergenerational Wealth Transfer – Opportunities and Threats
 

Client wealth is constantly in motion, and as mortality redistributes it from one generation to the next, advisors must always be mindful that it can move towards or away from them as well.

Join us on July 6th at 11:00 am EDT for a Coffee Talk as Advocis welcomes Peter A. Wouters, Director, Tax Retirement & Estate Planning Services at Empire Life as he offers insights into the most important factors and developments that impact where intergenerational wealth goes, who the decision makers are, and how advisors can retain and grow their business as these events unfold.

 
Please refer to the chart below for your local timezone:
 

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit.

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.