Courses
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$44.00Efficient Estate Planning: Maximize Wealth Transfer and Minimize Probate
Using a holistic but comprehensive planning approach, Bryan and his team are going to explain how they maximize wealth transfer for their clients and minimize estate taxes, including probate.
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$44.00Digital Assets, Estate Planning and the Law: What You and Your Clients Need to Know
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$78.00Will Wordings for Accountants
This session is an interactive workshop that will teach accountants about helpful wordings to suggest for your clients' wills.
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$78.00Executor Training 101 (October 2022)
This workshop walks the participant through the estate administration process from A to Z.
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$44.00Maximize Giving During Your Life and Through Your Estate
Join Tina Tehranchian of Assante Capital Management Ltd. for an overview of how you can maximize giving now and through your estate and convert your taxes to charitable donations.
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$78.00Why Ontario Residents Should Have Two Wills: Case Study (September 2022)