Take a look at our past events<\/h2><\/h1><\/div>Benefit from a virtual learning experience through our on-demand recordings.<\/p>\n<\/div><\/div><\/div>
On-demand recordings<\/h3>\n
All on-demand recordings will be available to event registrants at calu.luma.one<\/a><\/b>. Existing users, your username is your email address. Your profile will be updated to include new video access. You can also click \u201cForgot password\u201d to reset your password if needed.<\/p>\nIf you would like to purchase access to specific videos or have other questions, please contact calu@calu.com<\/b><\/a>.<\/p>\n<\/div><\/div><\/div>![](\"https:\/\/calu.com\/wp-content\/uploads\/2022\/08\/calu-separator.png\" "\\"calu")
<\/span><\/div><\/div><\/div>2024 Events<\/h3>\n<\/div><\/i><\/i><\/span>Income Splitting webinar series<\/span><\/a><\/h4><\/div>\nSpeakers:<\/p>\n
Kevin Wark, LL.B, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU<\/p>\n
Glenn Stephens, LLB, TEP, FEA, Tax Consultant<\/p>\n
Program:<\/p>\n
Tuesday March 12, 2024 from 1:00 pm to 3:00 pm ET<\/span><\/p>\nThursday March 21, 2024 from 1:00 pm to 3:00 pm ET<\/p>\n
CALU members $130 plus tax<\/p>\n
Guests $220 plus tax<\/p>\n
The recording of both webinars will be available to registrants at no charge following the event to the end of 2024.<\/p>\n
Those who cannot attend the webinar series can register for the recordings (without CE credits).<\/p>\n<\/div><\/div><\/div>
<\/i><\/i><\/span>CALU Connect<\/span><\/a><\/h4><\/div>\nProgram:
<\/b>Jan 24, 2024: 12:30 \u2013 1:00 PM ET<\/b><\/p>\n
Beneficiary Designations and Secret Trusts:
<\/b>Do you want to know a secret? These types of trusts impact life insurance beneficiary designations. Learn key takeaways to strengthen your technical expertise and avoid the pitfalls of poor planning.<\/span><\/p>\nPresenter:
<\/b>Sanjana Bhatia \u2013 Director, Tax and Insurance Planning (Sunlife)<\/span><\/p>\nFeb 21, 2024: 12:30 \u2013 1:00 PM ET<\/b><\/p>\n
Backstage Pass to Reinsurance
<\/b>Get to know firsthand the who, what, where and when of reinsurance. If you\u2019re a superfan of life insurance, you\u2019re in for a treat. Only some people get access to the story behind the scenes\u2026and this is your chance.<\/span><\/p>\nPresenters:
<\/b><\/p>\n
Michael Correa \u2013 SVP, Reinsurance Solutions (Munich Reinsurance)<\/p>\n
Chris Connelly \u2013 VP, Distribution Solutions (Munich Reinsurance)<\/p>\n
April 10, 2024: 12:30 \u2013 1:00 PM ET<\/b><\/p>\n
The U.S. Version of the Exempt Test:<\/b><\/p>\n
It\u2019s a whole new world! The tips and traps of the U.S. version of the exempt test are explained with updates on recent changes that open up opportunities for Canadian life insurance policies.<\/p>\n
Presenters:<\/p>\n
Taylor Mumford \u2013 Senior Analyst, Actuarial (GBL)<\/p>\n
Navaz Cassam \u2013 President & Chief Actuary (GBL)<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div>
2023 Events<\/h3>\n<\/div><\/i><\/i><\/span>2023 Advanced Education Symposium<\/span><\/a><\/h4><\/div>\nNovember 8, 2023<\/b><\/p>\n
Session recordings available to watch on <\/b><\/b>Luma<\/b>1<\/b><\/a>:<\/p>\n\n- Tax and Estate Update<\/li>\n
- Complex insurance strategies<\/li>\n
- Navigating the AMT changes<\/li>\n
- What\u2019s New in Taxpayer Reporting<\/li>\n<\/ul>\n
Presentation slides from each session are attached to the on-demand videos for download.<\/p>\n<\/div><\/div><\/div>
<\/i><\/i><\/span>2023 Conference & AGM<\/span><\/a><\/h4><\/div>\nMay 7 – 10, 2023<\/b><\/p>\n
Session recordings are now available to watch on <\/b><\/b>Luma<\/b>1<\/b><\/a>:<\/p>\nThe top geopolitical risks of 2023 – Evan Solomon (expired June 25)<\/b><\/p>\n
Armchair discussion with Terry Beech<\/p>\n
New world, new rules – Lital Marom (expired June 25)<\/b><\/p>\n
Life beyond the capital dividend account \u2013 The new intergenerational transfer rules<\/p>\n
Trends in Underwriting<\/p>\n
Address by Melissa Lantsman, Deputy Leader of the Conservative Party of Canada<\/p>\n
Pancakes and politics<\/p>\n
Advocis update<\/p>\n
Address by Peter Julian, M.P. and House Leader and Deputy Critic for Finance for the NDP<\/p>\n
Client communications in times of crisis and loss – Amy Florian (expired June 25)<\/b><\/p>\n
Tax and Estate planning<\/p>\n
Pundits Panel<\/p>\n
Participating insurance \u2013 An actuarial perspective<\/p>\n
Meet the Producers: Iqbal Amiri, Al Jones and Elke Rubach, hear their tremendous stories & obstacles conquered<\/p>\n
Implementing tomorrow\u2019s dream today<\/p>\n
Handouts that were available during conference are available to download with each video<\/p>\n<\/div><\/div><\/div>
<\/i><\/i><\/span>Estate planning - webinar series<\/span><\/a><\/h4><\/div>\nSpeakers:<\/p>\n
\n- Kevin Wark, LLB, CLU, TEP,<\/strong>\u00a0Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU<\/li>\n
- Glenn Stephens, LLB, TEP, FEA<\/strong><\/li>\n<\/ul>\n
In this two-part webinar series open to both CALU members and guests,\u00a0Kevin Wark<\/strong>\u00a0and\u00a0Glenn Stephens<\/strong>\u00a0will use a series of case studies to preview the contents of the best selling and newly updated\u00a0The Essential Canadian Guide to Estate Planning<\/em>\u00a0(3rd<\/sup>\u00a0Ed) by Kevin\u00a0Wark, which covers estate planning issues applicable to families and business owners.<\/p>\nPart 1<\/strong> of this series took place on Tuesday, March 21, 2023 from 1:00 pm to 3:00 pm ET<\/strong>, and reviewed an estate planning case study involving a HNW family. Planning essentials such as minimizing taxes on death, U.S estate taxes, will and probate planning, powers of attorney for property and personal care, inter vivos<\/em>\u00a0trusts, philanthropy and life insurance will be discussed. Expected number of CE credits for Part 1 = 2.0.<\/p>\nPart 2<\/strong> of this series took place on Tuesday, March 28, 2023 from 1:00 pm to 3:00 pm ET<\/strong>, and used two case studies to review the planning essentials for business owners including topics such as family-owned vs arm\u2019s length businesses, shareholder agreements, will planning, estate freezes, philanthropy and corporate owned life insurance. Expected number of CE credits for Part 2 = 2.0.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div>2022 Events<\/h3>\n<\/div><\/i><\/i><\/span>2022 Fall Conference<\/span><\/a><\/h4><\/div>\nNovember 22 & 23, 2022<\/strong><\/p>\nView the <\/b>CE summary chart<\/b> <\/a>for an updated list of CE credits available for each session.<\/p>\nAll session recordings are available to watch on LumaOne.<\/b><\/a><\/p>\n<\/div>Handouts that were available during conference will be available to download with each video<\/span><\/p>\n<\/div><\/div><\/div><\/i><\/i><\/span>2022 Conference & AGM<\/span><\/a><\/h4><\/div>\nMay 1 – 4, 2022<\/strong><\/p>\nView the CE summary chart<\/b><\/a> for an updated list of CE credits that were available for each session.<\/p>\nView the full program<\/b><\/a>.<\/p>\nSession recordings available to watch on LumaOne<\/b><\/a>:<\/p>\n\n- Get big things done – Erica Dhawan (expired June 10\/22)<\/li>\n
- The greatest leaders do things differently – Jean Fran\u00e7ois M\u00e9nard (expired June 10\/22)<\/li>\n
- A conversation with the Hon. Candice Bergen<\/li>\n
- Advocis update 2022<\/li>\n
- CRA-Finance roundtable 2022<\/li>\n
- Leadership through innovation: Insights from disruptors<\/li>\n
- Meet the Producers 2022<\/li>\n
- Opening banquet with keynote speaker The Hon. Lisa Raitt, P.C.<\/li>\n
- Pancakes and Politics 2022<\/li>\n
- Post-pandemic economic and financial outlook<\/li>\n
- Risk, loss, legacy<\/li>\n
- The generational divide<\/li>\n
- The world according to accountants<\/li>\n
- Disability & mental health learnings through COVID and beyond<\/li>\n
- Best practices for leveraging with life insurance<\/li>\n
- Insurance masterclass: Client conversations<\/li>\n
- Stop Frankensteining it<\/li>\n
- HNW living benefit opportunities exist?!<\/li>\n
- Long Term Care Insurance is gone, what\u2019s next?<\/li>\n
- Ethics and social media: To post or not to post<\/li>\n
- \nTips and traps for Canadians with U.S. 401(k)s and IRAs<\/div>\n<\/li>\n<\/ul>\n<\/div>Handouts that were available during conference will be available to download with each video<\/span><\/p>\n<\/div><\/div><\/div>
<\/i><\/i><\/span>Insured buy-sells \u2013 webinar series<\/span><\/a><\/h4><\/div>\nMarch 1\/9, 2022<\/strong><\/p>\nSpeakers:<\/p>\n
\n- Kevin Wark, LLB, CLU, TEP,<\/strong> Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU<\/li>\n
- Glenn Stephens, LLB, TEP, FEA<\/strong>, Vice-President, Planning Services, PPI Advisory<\/li>\n<\/ul>\n
In this two-part webinar series open to both CALU members and non-members, Kevin Wark<\/strong> and Glenn Stephens<\/strong> will review the contents of a new publication, The Essential Canadian Guide to Insured Buy-Sells<\/em> by Kevin Wark, which delves into a number of technical and non-technical topics relating to insurance-funded buy-sell agreements.<\/p>\nPart 1<\/strong> of this series, held on Tuesday, March 1, 2022 from 2:00 p.m. to 4:00 p.m. ET, will discuss the value of life insurance funding in relation to other funding mechanisms for buy-sell agreements, considerations in using personal vs. corporate owned life insurance and essential life insurance clauses in buy-sell agreements. Expected number of CE credits for Part 1 = 2.0.<\/p>\nPart 2<\/strong> of this series, held on Wednesday, March 9, 2022 from 2:00 p.m. to 4:00 p.m. ET, will discuss in some detail the tax rules that govern corporate and partnership buy-sell arrangements funded by life insurance, the main types of buy-sell structures and their related tax consequences, and special considerations for family-owned businesses. Expected number of CE credits for Part 2 = 2.0.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/span><\/div><\/div><\/div>Questions?<\/h2>\n
Please contact us at calu@calu.com<\/b><\/a>.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
Benefit from a virtual learning experience through our on-demand recordings.<\/p>\n<\/div><\/div><\/div>
On-demand recordings<\/h3>\n
All on-demand recordings will be available to event registrants at calu.luma.one<\/a><\/b>. Existing users, your username is your email address. Your profile will be updated to include new video access. You can also click \u201cForgot password\u201d to reset your password if needed.<\/p>\n If you would like to purchase access to specific videos or have other questions, please contact calu@calu.com<\/b><\/a>.<\/p>\n<\/div><\/div><\/div> Speakers:<\/p>\n Kevin Wark, LL.B, CLU, TEP, Managing Partner, Integrated Estate Solutions & Tax Advisor, CALU<\/p>\n Glenn Stephens, LLB, TEP, FEA, Tax Consultant<\/p>\n Program:<\/p>\n Tuesday March 12, 2024 from 1:00 pm to 3:00 pm ET<\/span><\/p>\n Thursday March 21, 2024 from 1:00 pm to 3:00 pm ET<\/p>\n CALU members $130 plus tax<\/p>\n Guests $220 plus tax<\/p>\n The recording of both webinars will be available to registrants at no charge following the event to the end of 2024.<\/p>\n Those who cannot attend the webinar series can register for the recordings (without CE credits).<\/p>\n<\/div><\/div><\/div> Program: Beneficiary Designations and Secret Trusts: Presenter: Feb 21, 2024: 12:30 \u2013 1:00 PM ET<\/b><\/p>\n Backstage Pass to Reinsurance Presenters: Michael Correa \u2013 SVP, Reinsurance Solutions (Munich Reinsurance)<\/p>\n Chris Connelly \u2013 VP, Distribution Solutions (Munich Reinsurance)<\/p>\n April 10, 2024: 12:30 \u2013 1:00 PM ET<\/b><\/p>\n The U.S. Version of the Exempt Test:<\/b><\/p>\n It\u2019s a whole new world! The tips and traps of the U.S. version of the exempt test are explained with updates on recent changes that open up opportunities for Canadian life insurance policies.<\/p>\n Presenters:<\/p>\n Taylor Mumford \u2013 Senior Analyst, Actuarial (GBL)<\/p>\n Navaz Cassam \u2013 President & Chief Actuary (GBL)<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div> November 8, 2023<\/b><\/p>\n Session recordings available to watch on <\/b><\/b>Luma<\/b>1<\/b><\/a>:<\/p>\n Presentation slides from each session are attached to the on-demand videos for download.<\/p>\n<\/div><\/div><\/div> May 7 – 10, 2023<\/b><\/p>\n Session recordings are now available to watch on <\/b><\/b>Luma<\/b>1<\/b><\/a>:<\/p>\n The top geopolitical risks of 2023 – Evan Solomon (expired June 25)<\/b><\/p>\n Armchair discussion with Terry Beech<\/p>\n New world, new rules – Lital Marom (expired June 25)<\/b><\/p>\n Life beyond the capital dividend account \u2013 The new intergenerational transfer rules<\/p>\n Trends in Underwriting<\/p>\n Address by Melissa Lantsman, Deputy Leader of the Conservative Party of Canada<\/p>\n Pancakes and politics<\/p>\n Advocis update<\/p>\n Address by Peter Julian, M.P. and House Leader and Deputy Critic for Finance for the NDP<\/p>\n Client communications in times of crisis and loss – Amy Florian (expired June 25)<\/b><\/p>\n Tax and Estate planning<\/p>\n Pundits Panel<\/p>\n Participating insurance \u2013 An actuarial perspective<\/p>\n Meet the Producers: Iqbal Amiri, Al Jones and Elke Rubach, hear their tremendous stories & obstacles conquered<\/p>\n Implementing tomorrow\u2019s dream today<\/p>\n Handouts that were available during conference are available to download with each video<\/p>\n<\/div><\/div><\/div> Speakers:<\/p>\n In this two-part webinar series open to both CALU members and guests,\u00a0Kevin Wark<\/strong>\u00a0and\u00a0Glenn Stephens<\/strong>\u00a0will use a series of case studies to preview the contents of the best selling and newly updated\u00a0The Essential Canadian Guide to Estate Planning<\/em>\u00a0(3rd<\/sup>\u00a0Ed) by Kevin\u00a0Wark, which covers estate planning issues applicable to families and business owners.<\/p>\n Part 1<\/strong> of this series took place on Tuesday, March 21, 2023 from 1:00 pm to 3:00 pm ET<\/strong>, and reviewed an estate planning case study involving a HNW family. Planning essentials such as minimizing taxes on death, U.S estate taxes, will and probate planning, powers of attorney for property and personal care, inter vivos<\/em>\u00a0trusts, philanthropy and life insurance will be discussed. Expected number of CE credits for Part 1 = 2.0.<\/p>\n Part 2<\/strong> of this series took place on Tuesday, March 28, 2023 from 1:00 pm to 3:00 pm ET<\/strong>, and used two case studies to review the planning essentials for business owners including topics such as family-owned vs arm\u2019s length businesses, shareholder agreements, will planning, estate freezes, philanthropy and corporate owned life insurance. Expected number of CE credits for Part 2 = 2.0.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div> November 22 & 23, 2022<\/strong><\/p>\n View the <\/b>CE summary chart<\/b> <\/a>for an updated list of CE credits available for each session.<\/p>\n All session recordings are available to watch on LumaOne.<\/b><\/a><\/p>\n May 1 – 4, 2022<\/strong><\/p>\n View the CE summary chart<\/b><\/a> for an updated list of CE credits that were available for each session.<\/p>\n View the full program<\/b><\/a>.<\/p>\n Session recordings available to watch on LumaOne<\/b><\/a>:<\/p>\n March 1\/9, 2022<\/strong><\/p>\n Speakers:<\/p>\n In this two-part webinar series open to both CALU members and non-members, Kevin Wark<\/strong> and Glenn Stephens<\/strong> will review the contents of a new publication, The Essential Canadian Guide to Insured Buy-Sells<\/em> by Kevin Wark, which delves into a number of technical and non-technical topics relating to insurance-funded buy-sell agreements.<\/p>\n Part 1<\/strong> of this series, held on Tuesday, March 1, 2022 from 2:00 p.m. to 4:00 p.m. ET, will discuss the value of life insurance funding in relation to other funding mechanisms for buy-sell agreements, considerations in using personal vs. corporate owned life insurance and essential life insurance clauses in buy-sell agreements. Expected number of CE credits for Part 1 = 2.0.<\/p>\n Part 2<\/strong> of this series, held on Wednesday, March 9, 2022 from 2:00 p.m. to 4:00 p.m. ET, will discuss in some detail the tax rules that govern corporate and partnership buy-sell arrangements funded by life insurance, the main types of buy-sell structures and their related tax consequences, and special considerations for family-owned businesses. Expected number of CE credits for Part 2 = 2.0.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div> Please contact us at calu@calu.com<\/b><\/a>.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/span><\/div><\/div><\/div>2024 Events<\/h3>\n<\/div>
<\/i><\/i><\/span>Income Splitting webinar series<\/span><\/a><\/h4><\/div>
<\/i><\/i><\/span>CALU Connect<\/span><\/a><\/h4><\/div>
<\/b>Jan 24, 2024: 12:30 \u2013 1:00 PM ET<\/b><\/p>\n
<\/b>Do you want to know a secret? These types of trusts impact life insurance beneficiary designations. Learn key takeaways to strengthen your technical expertise and avoid the pitfalls of poor planning.<\/span><\/p>\n
<\/b>Sanjana Bhatia \u2013 Director, Tax and Insurance Planning (Sunlife)<\/span><\/p>\n
<\/b>Get to know firsthand the who, what, where and when of reinsurance. If you\u2019re a superfan of life insurance, you\u2019re in for a treat. Only some people get access to the story behind the scenes\u2026and this is your chance.<\/span><\/p>\n
<\/b><\/p>\n2023 Events<\/h3>\n<\/div>
<\/i><\/i><\/span>2023 Advanced Education Symposium<\/span><\/a><\/h4><\/div>
\n
<\/i><\/i><\/span>2023 Conference & AGM<\/span><\/a><\/h4><\/div>
<\/i><\/i><\/span>Estate planning - webinar series<\/span><\/a><\/h4><\/div>
\n
2022 Events<\/h3>\n<\/div>
<\/i><\/i><\/span>2022 Fall Conference<\/span><\/a><\/h4><\/div>
<\/i><\/i><\/span>2022 Conference & AGM<\/span><\/a><\/h4><\/div>
\n
<\/i><\/i><\/span>Insured buy-sells \u2013 webinar series<\/span><\/a><\/h4><\/div>
\n
<\/span><\/div><\/div><\/div>Questions?<\/h2>\n