Donner un coup de pouce à vos grands enfants sans mettre vos finances en péril
1 UFC en assurance de personnes ou épargne collective
À propos de l'événement
Or, comment faire pour déterminer dans quelle mesure cela est possible tout en évitant de fragiliser son propre avenir? La Chambre et Option consommateurs présente ce webinaire pour offrir des stratégies concrètes, des réponses claires et des conseils d’experts pour tous ceux qui souhaitent donner un coup de pouce à la prochaine génération.
Au programme :
- Capacité financière, limites personnelles, maladies : comment rester maître de vos décisions.
- Dons, épargnes (REER, CELI, REER collectif), prêts et ventes à prix réduit : quelles options choisir ?
- Garanties hypothécaires, co-emprunt, autofinancement : comment planifier l’aide pour l’achat d’une propriété?
- Implications légales et fiscales : ce que vous devez savoir quand vous donnez ou prêtez une somme significative.
- Abus économiques : comment les prévenir.
Intervenants
Animatrice
Élyse Marquis
Comédienne et animatrice
Conférenciers
Johanne Leblanc
Conseillère budgétaire chez Option consommateurs
Serge Lessard
Vice-président adjoint (Investissements), Fiscalité, retraite et planification successorale régionale, Gestion de placements Manuvie
Natalie Hotte
Chef de pratique en fiscalité au CQFF
À lire aussi
ARTICLE
Important: ProAdvice was the mandatory course in compliance from December 1, 2019 to November 30, 2023Learning objectives: Ensure confidentiality and act in the clients’ interest when buying or selling a book of business and in file maintenance. Identify conflicts of interest when giving or receiving a gift and if you have another occupation. Learn how to properly serve a vulnerable or elder client. Learn the importance of adequately informing your clients. Avoid the pitfalls that come with a lack of knowledge of insurance products and group annuities. Deal with the insurance needs of a business’s key person. Understand the interrelations of the funds making up a portfolio. Topics covered: Book of business sales File maintenance Conflicts of interest Aging clientele Financial literacy Group insurance and annuities Key person insurance Entry into effect of insurance Suitability Signing a blank formSpecificities: Duration: 5 hours. Must be completed from start to finish to obtain your PDUs (no exam). You can stop and go back to where you left off. Before adding this course to your shopping cart, please check all the other ProAdvice options available. For this course, the CSF offers 7 different options tailored to the fields of expertise of professionals in insurance, group insurance, mutual funds and scholarship plans enabling you to obtain 3, 4 or 5 professional development units (PDU). You must obtain at least 3 PDUs. The excess PDUs from the 4- and 5-PDU options will be added to your conformity or general PDUs. You can only choose one of these options during this mandatory course period. Other options available: 1 ProAdvice For professionals in mutual funds and scholarship plans (3 PDUs) 2 ProAdvice For professionals in insurance (3 PDUs) 3 ProAdvice For professionals in group insurance (3 PDUs) 4 ProAdvice For professionals in insurance, mutual funds and scholarship plans (4 PDUs) 5 ProAdvice For professionals in insurance and group insurance (4 PDUs) 6 ProAdvice For professionals in group insurance, mutual funds and scholarship plans (4 PDUs)
5 UFC
5 UFC en conformité
150 $
Tarif membre
Code : 52608L1AN
