Complex tax, corporate, and wealth planning strategies can be difficult for clients and corporate shareholders to fully understand and implement. This session will explore how planning technology can help translate sophisticated accounting and financial planning concepts into clear, visual, and actionable recommendations.
Join IG Wealth Management for live case studies where attendees will observe how planning technology can be used to model corporate structures, cash flow scenarios, and corporate-owned insurance strategies within an integrated planning environment. Participants will also examine reporting approaches that can facilitate communication among accountants, wealth professionals, and clients when evaluating planning strategies.
This session is sponsored by IG Wealth Management.
Winder Gill
Regional Vice President
IG Wealth Management Inc.
Jared Morrison
Estate and Insurance Specialist
Event details
- Date: Thursday, September 17, 2026
- Time: 5:00 p.m. to 7:00 p.m.
- Location: CPA Alberta Calgary Office