CALU 2023
- CE Drive w/ Jason Watt S05E17
Jason reports live from CALU 2023 in Ottawa, covering current tax and estate planning concerns.
Supplementary Materials:
The Conference for Advanced Life Underwriting (CALU)
https://calu.com/
Open Banking with Steve Boms
https://podcasts.apple.com/us/podcast/open-banking-with-steve-boms-e202/id1359909626?i=1000544198065
Flowcharts for Intergenerational Business Transfers
https://moodysprivateclient.com/flowcharts/intergenerational-business-transfers/
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Joint Ownership and Why Jason Hates It
Using Tech to Improve Client Onboarding
Consumer Advocate
Regulation: Tales from the Front Lines
Professional Trustee Services
Financial Education using Technology
Family Law 101
Wealth Management and Financial Planning
The F-Word and Other Regulatory Concerns
Therapy Tools in a Planning Practice
Retirement Planning: Endowments and RRIF
IPP: A Masterclass
Property and Casualty Risks in Financial Planning
The Role of Financial Therapy
Intro to Impact Investing
Group Benefits: Two Perspectives
Advice-Only Planning
Pension Buyback in a Complex Case
Ethics Lessons from Season 3: Part1
Life Insurance Fundamentals
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