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A wave of retirees is coming, presenting you with opportunities and challenges. You have traditionally assisted your clients in accumulating wealth. With your clients aging and retiring, they are now looking to you to help generate reliable, tax-efficient income that will last a lifetime. Empire Life Investments wants to be the partner that helps you transition from “asset accumulation” to “income delivery”.

We are proud to present Mind Shift / Process Shift by Peter Wouters, our retirement income planning specialist. Our webcast will introduce you to the issues and opportunities in this quickly emerging market, which is being driven by sweeping demographic changes and new realities.

The webcast is the first module of our structured and disciplined program for retirement income planning, and qualifies you for our other modules.

This webcast has been accredited by Advocis, CSF, AIC and ICM for 2 hours of continuing education. You must participate in the full event and complete a quiz to be eligible for CE credits. Upon completion of the event and quiz, you will be redirected to your CE certificate PDF.
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Overview

Title: Mind Shift / Process Shift Introduction
When: April 23, 2014
Time: 2:00 pm EST

Speakers

Peter Wouters,
Director,
Tax & Estate Planning
Empire Life Investments Inc.



Peter devotes his time to working with advisors to uncover issues and concerns faced by affluent individuals, professionals and business owners. He supports their efforts in researching and developing optimal solutions for clients aimed at improving their financial well-being and supporting their personal wishes and lifestyles. He provides workshops, seminars and technical support on tax, retirement income and estate planning issues, concepts and strategies.


Paul Holba,
Vice President, Retail Investments Distribution
Empire Life Investments Inc.


A seasoned industry veteran, Paul has 25 years of experience in senior positions in sales and distribution with a number of mutual fund and insurance companies.