Need AIC Credits? We’ve Got Them For You

If you are looking for Alberta Insurance Council (AIC) credits this year, there’s still an opportunity to register for the Advanced Retirement & Estate Planning Course, as featured in the May Virtual CE Summit.

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!

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

Enrol now!