Follow the following link to the course: https://go.cpaalberta.ca/succession-and-wealth-planning-for-financial-professionals Sessions are on the following dates: Thursday, September 17, 2026 12:00 PM to Thursday, September 17, 2026 04:00 PM Monday, December 14, 2026 12:00 PM to Monday, December 14, 2026 04:00 PM Note: This Live Virtual course is presented in collaboration with CPA Western Provinces. The content is applicable to all participants. If you have questions regardi

Link to CPA Ontario Program

Link to CPA Ontario Program

Insights into Wealth Podcast Speaker: Michael Kulbak December 2025

Hosted by The Estate Planning Council of Canada Link to the course This session will outline strategies and highlight pitfalls associated with the preparation and filing of terminal tax returns. Participants will be exposed to common challenges in the preparation of terminal returns and how those obstacles can be avoided and or mitigated. Topics include final income, claiming tax credits, T1 adjustments, capital gains and losses and understanding spousal rollovers. Through re

By AGF Management Limited Link to the course In today’s world, estate planning includes planning for your client’s digital assets. In this video, Michael Kulbak of Kulbak Trust Solutions helps financial advisors understand the importance of planning for digital assets, as well as reward program points, and what hurdles can arise related to these assets. Kulbak defines digital assets — email, stored photos, online banking access, websites, cryptocurrency, e-books, social media

By AGF Management Limited Link to course Gain a better understanding of these two key roles that affect clients. Encouraging your client to name a power of attorney (PoA) for property and a trusted contact person (TCP) promotes effective estate management and mitigates financial exploitation, respectively. In this video, Michael Kulbak of Kulbak Trust Solutions explains the two roles’ requirements and functions, compares the roles, and presents real-life examples that illustr

By AGF Management Limited Link to the course Get ready for tax season with this helpful guide for financial advisors. Tax-efficient planning is important to your client, and this course helps you get organized so you can provide it. In this video, Michael Kulbak of Kulbak Trust Solutions helps you stay on top of tax time as he discusses how to prepare for the season before meeting with clients and what to discuss with them when you meet. The course focuses on clients' changin