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Past events

2021 events and webinars

CALU webinar: Federal election 2021 debrief

September 23, 2021

Elliot Hughes, Daniel Perry and Alon Faitelis from Summa Strategies discuss the results of the 2021 federal election in the context of CALU's public policy priorities. This webinar was recorded and is available on-demand and free-of-charge to all members.

CALU webinar: Advocacy 101

July 27, 2021

Elliot Hughes, senior advisor with Summa Strategies, and Guy Giorno, partner and leader of political law at Fasken, share their insights and best practices for how you -- a valued CALU member -- can engage in grassroots advocacy and be the voice of the industry. This webinar was recorded and is available on-demand and free-of-charge to all members at calu.luma.one. 1.0 CE credits available for the Institute only.

2021 Conference & AGM 

May 4-5, 2021

Selected sessions from the virtual 2021 Conference & AGM are available to registered attendees for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.

Life Insurance Transfers - Planning Opportunities and Pitfalls

March 2021

Kevin Wark and Glenn Stephens demystify the new tax rules and CRA interpretations that are adding complexity to life insurance transfers. Registration includes a complimentary PDF guide. Currently available for on-demand viewing at calu.luma.one. CE credits are available. Please contact calu@calu.com to purchase access or for more information.

2020 webinar program

The 2020 webinar program is available on-demand at calu.luma.one to registered attendees, and includes CE certificates. Please contact calu@calu.com to purchase access or for more information.

General interest

October 14, 2020 - Pundits Panel: An Encore Presentation
November 18, 2020 - Battling Complexity with Expertise

Life insurance

September 2, 2020 - Value of Advice – The CALU Value of Advice Research Project with BEworks: Applying the Research to your Practice
September 30, 2020 - The New Philanthropy (Formerly Charitable Gifting)
September 30, 2020 - Leveraged Life Insurance – The Good, the Bad, the Ugly
October 21, 2020 - Practical Side of Insurance Planning Strategies
October 21, 2020 - Pre-Mortem Planning and Pipeline for 2020 and Beyond – What Really Happens?

Wealth creation and management

August 26, 2020 - IPPs — Who is the Strategy Appropriate For?
August 26, 2020 - Exchange Traded Funds - Myths Explained and Understanding How Advisors are Using Them
August 26, 2020 - RDSPs – An Underserved Market, an Opportunity for Advisors

Living benefits

September 16, 2020 - Breathing Life into Your Living Benefits Sales
September 16, 2020 - The Future of Long-Term Care in Canada – Time to Act!

Employee benefits

October 7, 2020 - Future Proofing the Employee Benefits Practice
October 7, 2020 - Voluntary Benefits - Battle for the Plan Member
October 7, 2020 - Employee Benefits - Industry Update

Of special interest to Associates

October 28, 2020 - Strategies to consider during the economic downturn
October 28, 2020 - Business Sale Planning
October 28, 2020 - Tax Update