Did You Miss the CE Summits? Access the Incredible Education!

Did you miss the May 18 Virtual CE Summit? You can still sign up for the Advanced Retirement & Estate Planning Update Course and access the live speaker recordings from the event and save $200 on tuition.  Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 when you enrol to attend 4 events!  Get low rates on Team Member enrollments too! 

What is the Advanced Retirement & Estate Planning Course?

 An outstanding online course to consolidate your knowledge and help you retain it with quizzes to make you think and learn. Take a month to finish your program and earn 20 CE Credits in Tax Efficient Retirement Income Planning. You’ll get to view the live speaker presentations from the virtual event will help you bring this knowledge to life.

Advanced Retirement & Estate Planning Update Course - Online Course Content

• Chapter 1 – Retirement Income Pillars 2022-2023
• Chapter 2 – Understanding Private Pension Plans
• Chapter 3 – TERIP – Tax Efficient Retirement Income Planning
• Chapter 4 – Planning for Survivors
• Chapter 5 – Preparing for Sale of Business
• Chapter 6 – Using Trusts – Basics
• Chapter 7 – Alter Ego Trusts
• Chapter 8 – Spousal Trusts
• Chapter 9 – Filing Trust Returns Including GRE’s
• Chapter 10 – Snowbirds U.S. Gift & Estate Taxes

 In the course you will have access to so many supplementary documents as well as useful calculators and a wonderful library of information within our Evergreen Explanatory Notes and the newly updated Essential Tax Facts Guide for 2022, as well as access to all of the speaker presentations – Incredible Value!.

Our expert panel of speakers included:

Evelyn Jacks: Federal Budget 2022-2023 and Tax Updates

• Who provided all our Budget 2022-2023 updates and tax changes and gives an expert detailed explanation of what that means to you and your clients; and
• She also went on to share her expert knowledge on important tax breaks and different tax rates for different income sources which benefits so many different clients

Doug V. Nelson: Retirement and Estate Planning AND Disability Planning

• Doug provided many different scenarios and how to get the greatest benefit for your clients to prepare for the Retirement and how to properly plan your estate to its’ full potential; and
• His session on Disability Planning was very informative as he brought up the problem that as people age, more income may be needed to cover the medical costs of either yourself or your spouse and he explains in detail how to make provisions now as opposed to later to prepare for this time in life.

Carol Willes: Asset Flow and the Tax Effect on Death AND the Basics of Trusts

• In her first presentation, her “Don’t Defeat the Will” strategies on the tax effect on Death was very engaging and provided integral guidance on the do’s and don’ts of Taxes at Death.She expertly answers the questions of Estate Planning vs. Will.
• In her second session, Carol provides an expert glimpse into the basics of trusts, including GRE’s, Spousal and Intervivos Trusts.In this session, she provides understanding on the purpose and mechanics of various trusts and when to recommend them.The thought-provoking information along with her years of expertise makes for a dynamic presentation that will benefit many.As well as her two sessions, Carol also provided her expertise on several chapters of the CE Summit Advanced Retirement and Estate Planning Course.

Jose Riquelme: Focus on Business Owners

• In Jose’s presentation of Taxes for Business Owners, he specifically identifies the “dark horses” to watch for and gives really clear and concise information on the critical issues.
• Jose clears up some “muddy waters” of self-employed vs. employess.There are many interesting

Dr. Dean Smith:

• Dr. Dean Smith gave an engaged audience a run-down of the things you need to know before you buy that dream US Property (like state tax considerations)
• He helped the audience consider the planning repercussions if the exemption on state taxes ends with the sunset clause on December 31, 2025

The day wrapped up with an engaging round table involving all speakers who discussed audit-proofing your heirs.

Get in on the action by enrolling in the course and checking out the recordings but be sure to join us live at upcoming events, too! Take advantage of the lowest tuition rates available: only $295 per event when you enrol in any 4 CE Summits by June 30. Plus, bring your team members for only $395.