
11. November - Planning with the HoldCo (Nov 18, 2022)

Description
Agenda
HoldCo Basics
Investments in the HoldCo
Insurance in the HoldCo
Selling the Business
RetireCo
Course Outline
“Planning with the HoldCo” will be suitable for the following CE Credits:
British Columbia – 3.5 CE
Alberta – 3.5 Life, 0 A&S
Saskatchewan – 3.5 Life, 0 Ethics
Manitoba – 3.5 Life and/or A&S
Ontario – 3.5 CE
FP Canada – 3.5 Financial Planning, 0 Professional Responsibility
Course Details
3 hours and 30 minutes
English
Yes
Yes