Sun Life CE Series

Webinars are CE accredited. You must be present for the entire presentation to receive CE credits and may be subject to a quiz. Attendees who have previously attended the same session and received CE credits will not be eligible for additional credits.

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Select the session(s) you wish to register for.*

Session times are 12:00-2:30 p.m. ET (English) and 9:00-11:30 a.m. ET (French).

Live Mandarin translation will be available for the July 30, October 1 and December 3 sessions.

July 30 – Evolution of UL / Collaborating with COIs

September 3 – Planning for Farming and Fishing Clients / Estate Freezes and Family Trusts for Business Owners

October 1 – Planning for incorporated professionals (2024) / Planning for Someone with a Disability

October 29 – Compounding relationships: the power of intergenerational strategies / 2024 Year-End Tax Tips and Planning

November 19 – Millennials: The Future of Wealth / Bolstering the Balance Sheet

December 3 – Advisor business planning - A roadmap for success / Underwriting Your Cases Before Submission

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Sun Life CE Series

2024 Registration Form