JOIN US! Advocis Presents ‘Coffee Talks’

Advocis Presents: 
A Coffee Talk Webinar
with Glenn Stephens and Chris Ireland

Coffee Talks is a webinar series by Advocis featuring 30 minute talks on subjects of interest for advisors.

Episode thirteen: Getting up to Speed with Tax and Estate Planning

As a financial advisor, staying on top of new developments in the world of tax and estate planning can be critical to your practice, and will help ensure that your clients receive advice that accurately reflects the rules and regulations they need to follow.

Join us on September 22th at 11:00 am EDT for a Coffee Talk with Glenn Stephens, LL.B, TEP, FEA, Vice-President, Planning Services, PPI Advisory and Chris Ireland, CPA, CA, TEP, Senior Vice-President, Planning Services, PPI Advisory as they present the latest updates in tax and estate planning through a review of recent case law, CRA pronouncements and other items of interest.

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 credits.