The Master class Series with Desjardins, which consists of interactive webinars led by insurance and financial planning professionals, is an opportunity to learn more, develop your skills and earn continuing education credits (CE credits).

By taking part in this webinar, you'll get to:

  • Add to your knowledge and connect with a community of advisors whose shared goal it is to provide tailored solutions to clients
  • Discuss the challenges currently impacting our industry and find out how Desjardins’ community of experts are addressing them
  • Discover how incorporating financial planning into your daily work can help strengthen your client relationships

2024 Federal Budget: The impacts for you and your clients

Join this webinar to help you better understand the implications of the 2024 Federal Budget for both you and your clients.

During the broadcast we will:

  • Analyze how proposed changes to the capital gains inclusion rate (CGIR) will impact your client’s tax liabilities
  • Explore new opportunities and challenges in personal and corporate financial planning in light of budgetary measures
  • Discuss key strategies for optimal tax planning for business owners, trusts and estates

This presentation does not qualify for CE accreditation.

Date: Thursday, May 16, 2024

Time: 1 p.m. (ET)

Key speakers & guests

Suzanne Smith-Demers
Senior Financial Planning Consultant

Kathryn Bennett
Senior Legal and Estate Planning Consultant

Missed a vodcast?

No worries! These webinar will be recorded. Playback will be available.