Estate Planning for Retirees

Provincial Life Credits: 5 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 5 credits (Financial Planning)
  • Learn what happens to estates at death and how to prepare for taxes before and after;
  • Find out what plans must be made during life in preparation of a client’s estate;
  • Discover insurance products that will ensure you are equipped to help your clients with insurance designed for their needs.
Price charged to FA: $37.50 (You do not pay on this site.)

$0.00

$0.00