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