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Live CE and Finance & Insurance

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

SKU: CE-4232-122

Price $75.00 CAD

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Nov.18, 2022

Friday, Nov. 18th - 8:00am - 11:45am MST Online Classes

Agenda

HoldCo Basics

Investments in the HoldCo

Insurance in the HoldCo

Selling the Business

RetireCo

“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

Length:

3 hours and 30 minutes

Language:

English

Certification:

Yes

Digital Badge:

Yes