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Tue, Sep 19


Webinar (1 CPD Hours)

Peeling Back the Onion: Advanced Insurance Use in the Context of Post Mortem Planning

In affiliation with GTA Accountants & Finance Network.

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Time & Location

Sep 19, 2023, 11:00 a.m. EDT

Webinar (1 CPD Hours)

About the Event

This presentation will discuss the tax policy environment together with how life insurance can be used to prudently reduce taxation in the context of Post Mortem planning. It will also discuss Immediate Finance Arrangements in the current interest rate environment.


  • Trevor Parry, CLU, CFP, LL.B, LL.M (Tax), TEP of Trevor Parry Consulting
  • Mandeep Khosa, CPA, CA of Grewal Guyatt LLP
  • Dan Burjoski, CLU, CFP(R) of Burjoski Wealth Advisory Inc.


  • 1 CPD Hours

    Tax: HST included
    Sale ended



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