WORKING WITH LEGAL PROXIES AND EXECUTORS

Filing a tax return is the most important financial event for the year for millions of Canadian families. But for executors, it’s the responsibility of filing the final returns and distributing what’s left after final taxes are paid, that is a most significant responsibility. To help keep a client’s wealth legacy intact, advisors can help to position their beneficiaries and executors for success with sound investment and estate planning strategies.

Want to take this course to expand your knowledge and earn continuing education credits when you are done? This micro-course is available by enroling in the CE Savvy PD™ Planning for Life Transitions Collection.

THIS MICRO-COURSE CAN ONLY BE ACCESSED WITH A PURCHASE OF THE ASSOCIATED COLLECTION

Enrol in the CE Savvy PD™ Planning for Life Transitions Collection
What's Included
  • Access anytime, anywhere, with a computer, tablet or smartphone
  • Videos, quizzes and interactive content designed for a proven learning experience
  • Take your courses at your time and pace

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