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Wealth Management

Succession and Wealth Planning for Financial Professionals (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar

Overview

This course is designed for any financial professional concerned about their future and their family’s future. It will highlight the interplay between succession and wealth planning ensuring financial stability during transitions and mitigating risks associated with succession changes. Building on the alignment of personal and professional financial objectives. Additionally, it will look at technology and tools that are available.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca. 

Course Description

You will garner insight into the wealth and succession planning process beyond the typical financial professional bias to tax planning, this course will highlight additional attributes to consider for example, family law issues, Retirement plans, Powers of Attorney, Long-term care and implications of Beneficiary Designations. Post course, financial professionals will be able to apply the material to their own situation but also will be able to effectively advise their clients and or colleagues.

Applicable for

Financial professionals who realize the benefit of planning and the advantages of taking a strategic approach to their future.

Content

  • Wealth planning process
  • Financial Planning incorporating diversification and risk management
  • Retirement and Estate Planning
  • Will terms to contemplate
  • Succession and operational readiness
  • Client relationship and transition plans
  • Leveraging Trusts
  • Legal, tax and regulatory documentation to have on hand
  • Continuity Planning
  • Technology and Tools
  • Case studies outlining successful succession plans

Course Dates & Registration

Sep 17, 2026
11:00AM - 3:00PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Available
Register Now
Course Code: A62070B_OL
Dec 14, 2026
11:00AM - 3:00PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Available
Register Now
Course Code: A62070C_OL
May 19, 2026
11:00AM - 3:00PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Past
Course Code: A62070A_OL
Dec 19, 2025
11:30AM - 3:30PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Past
Course Code: A52070B_OL
Dec 2, 2025
11:30AM - 3:30PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Past
Course Code: A52070A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
4
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Not applicable
Interested in similar content?
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Wealth Management

Succession and Wealth Planning for Financial Professionals (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
4
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Not applicable

Overview

This course is designed for any financial professional concerned about their future and their family’s future. It will highlight the interplay between succession and wealth planning ensuring financial stability during transitions and mitigating risks associated with succession changes. Building on the alignment of personal and professional financial objectives. Additionally, it will look at technology and tools that are available.

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca. 

Course Description

You will garner insight into the wealth and succession planning process beyond the typical financial professional bias to tax planning, this course will highlight additional attributes to consider for example, family law issues, Retirement plans, Powers of Attorney, Long-term care and implications of Beneficiary Designations. Post course, financial professionals will be able to apply the material to their own situation but also will be able to effectively advise their clients and or colleagues.

Applicable for

Financial professionals who realize the benefit of planning and the advantages of taking a strategic approach to their future.

Content

  • Wealth planning process
  • Financial Planning incorporating diversification and risk management
  • Retirement and Estate Planning
  • Will terms to contemplate
  • Succession and operational readiness
  • Client relationship and transition plans
  • Leveraging Trusts
  • Legal, tax and regulatory documentation to have on hand
  • Continuity Planning
  • Technology and Tools
  • Case studies outlining successful succession plans

Course Dates & Registration

Sep 17, 2026
11:00AM - 3:00PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Available
Register Now
Course Code: A62070B_OL
Dec 14, 2026
11:00AM - 3:00PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Available
Register Now
Course Code: A62070C_OL
May 19, 2026
11:00AM - 3:00PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Past
Course Code: A62070A_OL
Dec 19, 2025
11:30AM - 3:30PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Past
Course Code: A52070B_OL
Dec 2, 2025
11:30AM - 3:30PM
Online Virtual
Michael Kulbak
Michael Kulbak, CPA, CMA is Managing Principal of Kulbak Trust Solutions a fiduciary firm that provides Professional Executor, Power of Attorney and Trustee Services. His areas of specialization include estate and trust planning, tax, administration and compliance. Michael has been a CFO, Trustee, Director, Officer, Treasurer and executive responsible for financial stewardship for a number of organizations and trusts. In these roles he was accountable for safeguarding assets, financial decision-making, tax planning, regulatory and statutory reporting.
Past
Course Code: A52070A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Interested in similar content?
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.