Beyond the Balance Sheet:
Tax Strategies and Updates for 2024
Each quarter, we'll be joined by an expert speaker, diving into the latest tax strategies and updates for 2024.
Each session is offered as a live webinar or available on-demand for your convenience.
for all four sessions!
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Essential Corporate Insurance Strategies for Advisors
Member: $49 / Non Member: $69
In this session, Jos will guide advisors through integrating corporate insurance with broader financial, tax, and estate planning. Advisors will get to understand how to align insurance strategies with the specific needs and goals of a corporation. We will discuss strategies and the critical tax implications and legal aspects of corporate insurance. This webinar is designed for advisors who already have a fundamental understanding of corporate insurance and are looking to elevate their expertise to a higher level.
Credits:
- FP Canada: 1 Financial Planning (#CE14860)
- MB: 1 (#43596)
- AAC: 1 Life, (#67422)
- MFDA: 1 Professional Development, (#1000005951)
- BC: 1 Life and/or A&S , (#43596)
- ON: 1 Life
- SK: 1 Life
Federal Budget: What it means for Financial Advisors and Investors
Member: $49 / Non Member: $69
Join Fidelity Investments' VP of Tax and Retirement, Peter Bowen, as he unveils the impact of the 2024 Federal Budget on financial strategies. Gain valuable insights into key budget components affecting taxes, retirement, and investment decisions. Stay ahead in the financial landscape with this session, tailored for both financial advisors and investors alike.
Credits
- FP Canada: 1 Financial Planning (#CE15244)
- MB: 1 (#44181)
- AAC: 1 Life, (#68077)
- MFDA: 1 Professional Development, (#1000006353)
- BC: 1 Life and/or A&S , (#44181)
- ON: 1 Life
- SK: 1 Life