Please join us for our next TRIIPSS Webinar 

Estate Planning in the Digital Age  Tips, Traps & Strategies

In today’s digital era, most of us and our clients own several forms of digital assets including social media accounts, digital music, books and photographs. These assets and others can have significant financial and/or sentimental value. How should they be dealt with on death or incapacity? And who should be involved in managing these assets? 

This session will look at:

• Digital estate planning including best practices
• Online tools to embrace and avoid
• Legislative proposals and changes to estates legislation in step with the modernization of estate planning

This presentation will both educate and position advisors to provide relevant and impactful advice to their clients for estate planning in the digital era.

Date: June 22, 2022
Time: 2:00 p.m. to 3:15 p.m. ET   
CE credits: Up to 1 credit.
To receive their CE credit, attendees of this event will be required to pass the quiz that will appear after the webinar has been viewed.
Replay: Access to the replay will be provided after the webinar

Akua Carmichael
Director, Tax & Estate Planning Services,
Empire Life

This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Akua Carmichael. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals. Learn more >