Part I:  Facilitated sessions with video interviews of experts

Click on "+" signs for more information about each presentation. To close a panel click on the "–" sign.

Advance access to the cases is available upon registration.

Advocis member Sandra Pollack, CFP, CLU, Ch.F.C.,TEP, moderates these discussions on:

Financial Independence for Business Owners
with Jim Kraft, CA, CFP, CLU, Ch.F.C., TEP, MTAX, President, Planningwise Inc.


James W. Kraft, CA, CFP, CLU, Ch.F.C., TEP, MTAX
President, Planningwise Inc.
Read James' biography


Click here to view video highlights from this presentation



Learning Objective – To understand the major implications for business owners concerning retirement and succession planning.

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Key Discussion Areas
  • Preserving business value and business owner independence
  • Succession planning issues
  • Charitable donations in business planning
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Business Owner Case Study – Part I

Learning Objective: To identify methods for preserving and transferring a shareholder interest in a business.

Access to the case study notes and worksheet is available to registered participants in advance of the seminar.

Valuation ... From Tax Implications to Asset Protection
with Glenn Stephens, LLB, TEP, Director, Planning Services, PPI Financial Group


Glenn StephensGlenn Stephens, LLB, TEP
Director, Planning Services, PPI Financial Group
Read Glenn's biography


Click here to view video highlights from this presentation



Learning Objective – To assess the tax implications of life insurance policy valuation in business and personal financial planning.

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Key Discussion Areas
  • Rules on valuation of life insurance in various circumstances
  • Tax implications of transferring ownership of life insurance policies 
  • The use of life insurance policies in charitable gifting strategies.
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Business Owner Case Study – Part II

Builds on the Business Owner Case Study – Part I.
Learning Objective: To identify implications of asset valuation in tax efficient planning to meet objectives.

Access to the case study notes and worksheet is available to registered participants in advance of the seminar.

Retirement – Are We Going to Be OK?
with Lea Koiv, B.Comm., CMA, CA, CFP, TEP, Senior Advisor, Taxation & Pension, Central Region Retail Markets Division, Standard Life


Lea KoivLea Koiv, BComm, CMA, CA, CFP, TEP
Senior Advisor, Taxation & Pension, Central Region Retail Markets Division, Standard Life
Read Lea's biography


Click here to view video highlights from this presentation.


Learning Objective – To consider alternatives for dealing with the diminishing values of retirement savings plans due to today’s economy and longer life expectancies.

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Key Discussion Areas
  • Impact of recent government initiatives on retirement planning
  • Issue of commuting pension plan values
  • Advantages of IPPs
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Retirement Planning Case Study – Part I

Learning Objective:  To assess the suitability of Sam & Janet’s assets to provide an acceptable retirement income.

Access to the case study notes and worksheet is available to registered participants in advance of the seminar.

From “I Do” to Undo: The Impact of Divorce on Financial Planning
with Sheila Munch, CFP, CDFA, FDS, EPC, Senior Financial Planning Advisor, Assante Wealth Management and Munch Financial Group


Sheila MunchSheila Munch, CFP, CDFA, FDS, EPC
Senior Financial Planning Advisor
Assante Financial Management / Munch Financial Group
Read Sheila's biography


Click here to view video highlights from this presentation.


Learning Objective – To understand the financial issues confronting couples upon the dissolution of their union.

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Key Discussion Areas
  • The financial advisor’s role
  • Considerations on the distribution of assets
  • Spousal and child support issues
  • Division of a business interest
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Retirement Planning Case Study – Part II

Builds on the Retirement Planning Case Study - Part I.
Learning Objective: To consider the division of assets in divorce and development of separate retirement plans.

Access to the case study notes and worksheet is available to registered participants in advance of the seminar.

Tax Changes Impact Financial Advice
again with Glenn Stephens, LLB, TEP


Glenn StephensGlenn Stephens, LLB, TEP
Director, Planning Services, PPI Financial Group
Read Glenn's biography


Click here to view video highlights from this presentation.



Learning Objective – To understand the consequences of recent key CRA assessments on financial planning issues.

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Key Discussion Areas
  • Lump sum disability payments from life insurance policies
  • Creditor insurance and the CDA
  • Taxation of corporate-owned insurance
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