| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
Retaining savings on high value assets.
- Learn how probate and income tax must be considered when assets are distributed;
- Limit the impact of taxation to allow clients to optimize their hard-earned savings;
- Help to ensure client savings are retained and passed along according to plan.
Price charged to FA: $37.50 (You do not pay on this site.)
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