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EPCSC Bi-Monthly Zoominar - Beneficiary Blow Ups
- Registration for this event is now closed.
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21 Jan 2021 |
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 Estate Planning CSC
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Please join us in hearing Industry renowned speaker Peter Wouters of Empire Life.
Beneficiary Blow ups: Investment Focus
This eye opening session will outline the unintended consequences of short-sighted estate planning that does not consider the big picture when it comes to avoiding probate, obligations and naming beneficiaries to simplify estate planning for investments. This session shares issues, many from the courts, in the form of case studies that highlight strategies used and the pitfalls created leading to blow-ups. Peter will also cover off lessons learned. A number of misunderstandings will also be covered. Attendees will take away lessons that they can use in guiding clients through the planning and review processes which can reduce the financial and emotional fallout for their clients.
Zoom Link - https://us02web.zoom.us/j/82854876299?pwd=UzRaZWpaKzJONFZDbzMvNjF0eGVtUT09
Peter Wouters Bio
Peter is a well-respected, much sought after speaker and subject matter expert in tax, retirement and estate planning. He annually provides hundreds of workshops and seminars for financial advisors, Managing General Agents, IIROC firms, professional firms and consumer groups throughout the country on the multiplicity of topics, concepts and strategies covering tax, retirement and estate planning. As a Registered Financial Gerontologist, Peter's work and studies over the years have evolved into learning about and addressing the needs of an aging population including advisors. A good deal of his time is spent on improving awareness and educating people of all professions who work with or specialize in the needs, expectations and issues of elders. He also conducts workshops for advisors on the complex issues involved in buying, selling or merging a practice. Comprehensive lifestyle planning and retirement income planning are important elements of these processes.
Among his many professional and industry affiliations are: CALU (Conference of Advanced Life Underwriting), the Society of Trust & Estate Practitioners, the Institute of Research & Planning, the Canadian Tax Foundation, the American Institute of Financial Gerontology and the American Society on Aging. He is faculty chair of the International Elder Planning Counsellor program.
Peter is a frequent and repeat speaker at industry schools, conferences, congresses and seminars throughout North America and is very active in the industry on a committee and executive level. Peter is a co-author of the internationally accredited college program, Your Home & Small Based Business. He is also co-editor of the Elder Planning Counsellor Program. He has been repeatedly interviewed on regional and national television, radio, newspapers and journals as a subject matter expert on various industry issues and developments.
Peter is currently involved in industry work, review and lobbying on financial planning proficiency standards, courses and exams as well as issues regarding distribution of financial services products.
Peter graduated magna cum laude from McMaster University, Northeastern University and Widener University and has over three decades of experience. A veteran industry course moderator, Peter is a true student of business as attested to by 15 professional designations; his articles have been published in newspapers, industry bulletins and trade journals throughout the world. He was inducted into America's Who's Who in 2002.
Peter is married with two children and is quite active in church and community work.
His designations include - RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU, CHFC, ACS, CPCA, ALHC, CHS, EPC, AFSI