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Estate Planning With and Without Life Insurance for Canadians

  • ACCT/BK
  • CPA (CA)
  • CFA
  • CIPM
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

According to Warren Buffett - The rich plan for 3 generations and the poor plan for Saturday Night.

Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life as some of us know throws us all curveballs. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.

How to minimize tax implications and heaven forbid at time of incapacity or death, someone else gets your money other than Uncle Sam. The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.

Most people don't leverage when it comes to Estate Planning. So this CPD course will show attendees how to create leveraged Estate Planning. As a result, beneficiaries will get more money, sooner, and be tax-free.

So many self-made investors, when they are alive, want their money to grow and are worried about management fees and the rate of return. What they fail to plan is how much money will be taxed before their beneficiaries receive the money.

This CPD webinar will help attendees learn the steps required to do Estate Planning. 

Learning Objectives

  • To analyze estate planning.
  • To discuss the documents required for planning
  • To discuss the documents required for planning
  • To discuss the documents required for planning
  • To discuss how leveraged estate planners will pass more money to beneficiaries than those who don't.

Recommended For

  • This estate planning online CPD webinar is recommended for CPAs and any other Professional or Planner who works with clients on Retirement, Estate, Trust, or Financial Planning.

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Financial Planner
  • Finanical Analyst
  • Private Wealth Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1.5 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 1.5 PL Credit for Chartered Financial Analyst (CFA)
  • 1.5 PL Credit for Certificate In Investment Performance Measurement (CIPM)

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

Presenter

About Presenter

Linda Yao

Marketing Director, World Financial Group

Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.  

While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily. 

It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax. 

She is focused on helping them in building wealth for future generations to leave a sizable

legacy effortlessly by following a few simple steps.

About Company

World Financial Group

www.worldfinancialgroup.com/

Our Vision

To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.

Our Mission

To empower financial services entrepreneurs with the tools they need to help families have better futures.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.4

30 Ratings

Excellent

14

Very Good

14

Average

2

Poor

0

Terrible

0

XWX

Xiaoyun Wu Xiaoyun_wu@yahoo.com, CMA, CPA (US)

May 13th, 2022

I like the topic, even it is not directly relevant to my job responsibility, but it helps every one to think for arranging their investment and retirement.

MG

Michelina Garone,, CGA

Feb 17th, 2022

Very good. Introduced something I didn’t know about.

AL

Alexander Lambert, CPA (CA)

Feb 17th, 2022

Overall, the webinar did a good job evaluating the upsides of life insurance, but I feel not enough attention was paid to the statistical returns of stocks relative to life insurance- the focus was mainly on tax implications and the low-risk factor, but I think it would be helpful if we looked at expected returns vs a broad market index

SK

Steven Koster, CMA, CPA-ON

Feb 17th, 2022

Not applicable to be my but interesting on a personal level.

OB

Olivia Benbaruj, CPA (CA)

May 11th, 2022

Some knowledge in this area but found presenter was heavily biased towards UNIVERSAL LIFE insurance.

Estate Planning With and Without Life Insurance for Canadians

FREE

1.5 Credits

Subject Area

Taxes

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