Efficient Estate Planning: Maximize Wealth Transfer and Minimize Probate

Using a holistic but comprehensive planning approach, Bryan and his team are going to explain how they maximize wealth transfer for their clients and minimize estate taxes, including probate. Using specific products and strategies, you will learn how to better align your clients to leave more to their loved ones by increasing their estate efficiency. This is achieved simply by reallocating existing assets, but more importantly, not sacrificing the client’s own retirement income.

Speakers:

• Bryan D. Scott, CFP, CLU, CHS, CEA, EPC, The Corporate Solutions Team, Inc.
• Stephanie Stewart, RHU, CEA, CLU, Canada Life
• Will Pryzdial, CFP, PFP, Canada Life