Our virtual 2021 Fall conference was a success! We had a great turnout of attendees who had the opportunity to listen to many insightful presentations by a handful of industry experts. Thank you to all of those who participated and made this possible.

Session recordings are now available to watch online, including for CE credit:

  • Association update & trends in technology
  • 411 on life insurance shares
  • Value-driven conversations
  • Pension commutation – tips and traps
  • Shared Ownership Critical Illness
  • Pundits Panel (available until Jan 4)
  • US issues in Canadian post mortem planning
  • Charitable gifting – why now?
  • Tax and estate update
  • Bill C-208 – intergenerational transfers and changes to section 84.1 of the Income Tax Act

Handouts that were available for the conference will be available to download with each video

 With thanks to the Associates’ Meeting Committee, the AGM Workshop Committee, the Employee Benefits Issue Group, the Life Insurance Issue Group, the Living Benefits Issue Group and the Wealth Creation & Management Issue Group.

Where to watch

The recordings are available in LumaOne

New users will receive an email with link, username and password from “James Hart” at LumaOne. For existing users, your username is your email address and you will receive an email from “James Hart” saying that your LumaOne profile has been updated to include new video access. You can click “Forgot password” to reset your password if forgotten and email calu@calu.com for any questions.

CE certificates

All CE course approvals for the 2021 Fall Conference have been finalized. To see the quantity of CE credits available, go to the instructions page on the conference website, or review each session in the program for the credits per session.

CE certificates are in the process of being issued. To access your certificates, go to your Members Portal. After you log in, click on My Account -> My Certificates to download and print each certificate.

Share This Story, Choose Your Platform!

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.