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Estate Planning With and Without Life Insurance for Canadians

  • Accountant
  • CPA (CA)
  • CFA
  • QAFP
  • CIPM
  • CFP (CA)

Published: May, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Do you have a will?
    9 mins
  • Logistics final tax filing
    15 mins
  • Life insurance basics 2 types of insurance policies
    23 mins
  • 3 Types of permanent insurance
    26 mins
  • What if the cost is prohibitive?
    43 mins

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 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
  • Finanical Analyst
  • Private Wealth Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookeeper
  • 1 CPD Credit of Taxes for Chartered Professional Accountant (CPA Canada)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 1 CE Credit of Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 11066)
  • 1 CE Credit of Financial Management & Planning for Certified Financial Planners Canada (CFP Canada) (Approval No. 11066)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

Presenter

About Presenter

Linda Yao

, 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

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