Did You Miss the CE Summits? Access the Education Students are Raving About!

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 plus save $200 until May 31.  Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 per event 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.

Why Take the Course…Our Students Say It Best!

“Took away a lot from today’s very in depth informational sessions that I am going to start practicing.” – Carsen Dokken

"There was a great breadth of topics covered with current relevance for client discussions and for my professional practice."  – Darin Bruins

"Amazing amount of information, current updates, and strategies that can be put to use immediately."– Jeanne Stapleton

"All of the speakers from today's summit were spectacular.  A very well-rounded, intelligent, well-spoken group.  I will be honest, by head is swimming with information after today as it was a jam-packed day of information to take in. " – Johanne Brelis  

"A lot of complex pertinent information is given and the presentations are engaging; delivered with relative examples, scenarios and case studies."- Kareen Rekowski

"All of the presentations were able to compress a lot of unique and timely perspectives that were in concert with each other. The Presentations were all brief and to the point yet very informative and packed with new topics to me that I have not even considered before." – Ryan Seto

"So professional: not a moment of wasted time.  Presentations packed with relevant content and wonderful, experienced presenters.   I enjoyed every minute!" – Joanne Goodrich

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!.

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.