In this course, you will gain knowledge about the following topics:

•  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

What to Expect

•  Two emails will be sent from CPA Manitoba following your registration: one to confirm your order and one including information on how to access the course through your Learning Hub.
• Once sent, these emails can also be found in the Communication tab of your CPA Manitoba Member Portal.
• Course materials, links and credentials can be found in your Learning Hub no less than two business days prior to the seminar.
• This is a Live Virtual seminar where class size has been limited to allow for an interactive learning environment.
• This seminar will not be recorded.
• Live webinars have varying levels of expected interaction, with many requiring webcam and microphone capabilities. 
  
  If you have concerns about the interaction required for this course or any other questions about this course, please email [email protected].  
  
  CPA Manitoba PD Terms and Conditions: https://cpamb.ca/pd/pd/Terms-and-Conditions.aspx
  For questions regarding this course, including registration and access, email [email protected].