Severance Planning | Mackenzie Investments

Severance Planning

Carol Bezaire
Carol Bezaire
Vice President, Tax, Estate & Strategic Philanthropy

This course aims to increase advisor’s understanding of various types of termination pay and pension plan options, so they will be more effective and efficient to help their clients minimizing taxes and identifying investment opportunities.

Access Continuing Education Center

Please note, only registered participants for the webcast are eligible for Continuing Education (CE) credits (subject to approval).1
1CE Credit Guidelines

  • CE credits are subject to approval from the following associations:
    • The Institute for Advanced Financial Education (IAFE) (formerly Advocis)
    • Investment Industry Regulatory Organization of Canada (IIROC)
    • Financial Planning Standards Council (FPSC)
    • Chambre de la sécurité financière (CSF)
    • Institut québecois de planification financière (IQPF)
    • Alberta Insurance Council (AIC)
  • CE Credits are issued on a per participant basis. Individual registration is required.
  • To earn CE credits, you must watch the entire webcast, including the Q&A session and take the quiz.
  • Pending approval, CE Certificates are automatically emailed to you, and may take up to 60 days.

This should not be construed to be legal or tax advice, as each client’s situation is different. Please consult your own legal and tax advisor.

FOR ADVISOR USE ONLY. No portion of this communication may be reproduced or distributed to the public as it does not comply with rules for investor sales communications. Mackenzie disclaims any responsibility for any advisor sharing this with investors.

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