TRIIPSS: Intergenerational Wealth Transfer and Life Insurance for Kids Registration

Abstract:

The transfer of wealth to succeeding generations is about much more than money. It can be an expression and transfer of values.

This session covers some of the important factors that impact where wealth goes, who the decision makers are and how values can be expressed as part of the things that are passed down to heirs. Through a series of case studies advisors will learn strategies using life insurance for kids to help aging clients in the establishment of the estate and tax planning process.

CE credit offer available until March 16, 2022.

If you're already registered for the TRIIPSS: Intergenerational Wealth Transfer and Life Insurance for Kids webcast, click below:

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Speakers

Peter A. Wouters

Director, Tax, Retirement & Estate Planning Services

Empire Life

Peter is an expert in tax, retirement and estate planning. He has provided hundreds of workshops and seminars for advisors, MGAs, IIROC firms, professional firms and consumer groups on tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter educates professionals in the needs, expectations and issues of elders. He also conducts workshops for advisors on the buying, selling or merging a practice.

Akua Carmichael, LL.B, J.D, TEP

Director, Tax, Retirement & Estate Planning Services

Empire Life

Akua is a lawyer and subject matter expert in tax and estate planning. Her estate planning expertise includes, tax and probate planning, corporate reorganizations, cross-border will and trust planning, charitable giving, planning for special needs beneficiaries, estate planning for pets, and incapacity planning. Akua’s experience includes working with owner-managers, entrepreneurs, professionals, seniors and parents of young families. Akua regularly provides tax and estate planning advice and opinions to advisors from various financial institutions and their clients.