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Canada Lifeís July webinar events - CPD opportunity

Investment webcasts for financial advisers and paraplanners

4 Jul 2014

We are delighted to announce our programme of webinar events for July. Please see below a brief description of each event and details of how to register. Each webinar will be hosted by a member of our award winning ican Technical Services Team.

10 July: Bringing Back the A & M Trust explores an alternative solution to estate planning which aims to replicate the objectives of the historical Accumulation & Maintenance Trust.

10 July: The Bond is Back considers what factors should be borne in mind when making the wrapper decision and some of the implications of getting it wrong.

24 July: Best of Both Worlds demonstrates how the Flexible Reversionary Trust works and how it may, for the right client, offer the best estate planning solution.

24 July: Corporate Cash looks at the differences between fair value and historic cost accounting, the background to corporate investment and legislation, and the changes to corporation tax rates.

29 July: A demonstration of the Tax Wrapper Tool which can help you select the most suitable tax wrapper for your clients and give an independent audit trail to justify your investment recommendations.

Click to register for any of these events or to view the full event details and speaker information.

All attendees will receive a CPD certificate by email after each event.

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