Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This seminar is designed for any financial professional concerned about their future and their family’s future. It will highlight the interplay between succession and wealth planning ensuring financial stability during transitions and mitigating risks associated with succession changes. Building on the alignment of personal and professional financial objectives. Additionally, exposing technology and tools that are available.
Participants will garner insight into the wealth and succession planning process beyond the typical financial professional bias to tax planning, this seminar will highlight additional attributes to consider for example, family law issues, Retirement plans, Powers of Attorney, Long-term care and implications of Beneficiary Designations. Post course, financial professionals will be able to apply the material to their own situation but also will be able to effectively advise their clients and or colleagues.
Key Takeaways
By the end of this seminar, you will gain insight into the following:
- Wealth planning process.
- Financial Planning incorporating diversification and risk management.
- Retirement and Estate Planning.
- Will terms to contemplate.
- Succession and operational readiness.
- Client relationship and transition plans.
- Leveraging Trusts.
- Legal, tax and regulatory documentation to have on hand.
- Continuity Planning.
- Technology and Tools.
- Case studies outlining successful succession plans.
Who Will Benefit
Any financial professional that realizes the benefit of planning and the advantages of taking a strategic approach to their future.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.