Advocis Vancouver President's Seminar and AGM

Advocis Vancouver President's Seminar and AGM

Join us on November 18, 2020 at 10:00 A.M (PST) for our Annual General Meeting and to hear Peter Wouters speak on Beneficiary Blow Ups: an Overview. Due to COVID-19, this year's AGM will be held virtually and attendees will join remotely.

As a benefit of membership, you are entitled to view this webinar for $25.00 ($50 for non-members).  

• This event is Free for PD pass holders

Use your Advocis Membership ID to trigger the promotional discount in Eventbrite.

Register Early:

Available spots are limited and will be on a first-come, first-served basis.

• Registration for this event closes on November 15, 2020, at 11:30 P.M.
• This webinar is currently pending review for CE credits

This eye-opening session focuses on unintended and undesired results of short-sighted estate planning that does not consider the big picture when naming beneficiaries in a will or on an application for investments or insurance. I have an overview session that covers insurance and investments and two deep dive sessions, one that is insurance focused and one that is investment focused. The session you heard most recently most likely was investment focused. All sessions are standalone in that you need not attend any one particular session first.

Attendees will learn about efforts to avoid probate and obligations and simplify estates by naming beneficiaries that can lead to ‘blow ups’. Each session will take you through a number of case studies highlighting strategies used and the pitfalls created. A number of misunderstandings will also be covered. Attendees will take away lessons that they can use in guiding clients through the planning and review processes which can reduce the financial and emotional fallout for their clients.

Speaker's Bio:
 

Peter A. Wouters;
Director, Tax Retirement & Estate Planning Services

Peter devotes much of his time working with independent advisors and other professionals uncovering issues and concerns faced by affluent individuals, professionals and business owners. He supports their efforts in researching and developing optimal solutions for clients aimed at improving their financial well-being and supporting their personal wishes and lifestyles. He has provided 1000s of workshops, seminars and technical support throughout the country on tax, retirement and estate planning issues, concepts and strategies. Peter, a Registered Financial Gerontologist, educates people of all professions who work with or specialize in the needs, expectations and issues of elders. Comprehensive lifestyle planning is an important element of these processes. He has been repeatedly interviewed on regional and national television, radio, newspapers and journals as a subject matter expert on various industry issues and developments. He is a prolific writer on matters dealing with retirement, financial and lifestyle planning.

Among his many professional and industry affiliations are: CALU (Conference of Advanced Life Underwriting), the Society of Trust & Estate Practitioners, the Institute of Research & Planning, the Canadian Tax Foundation, the American Institute of Financial Gerontology and the American Society on Aging. He is faculty chair of the International Elder Planning Counsellor program.

A graduate of McMaster University, Northeastern University and Widener University, Peter has over three decades of experience. He is a true student of business as attested to by 16 professional designations. His articles have been published in newspapers, industry bulletins and trade journals throughout the world.