Toronto, ON

ADVANCED LARGE CASE TRAINING Tax & Estate Planning | Advanced Underwriting with Manulife

America/Toronto (EDT)
until 1:00 p.m.

ADVANCED LARGE CASE TRAINING Tax & Estate Planning | Advanced Underwriting with Manulife takes place on Fri, Oct 9, 2026 at 9:00 a.m. (EDT) at Manulife Financial Headquarter in Toronto, ON, and runs until 1:00 p.m.. Entry is free; the listing is on Luma.

About this event

Manulife hosts an exclusive in-person training for twenty-five advisors at its Downtown Toronto headquarters. The session covers advanced tax planning, estate planning, and underwriting strategies to help navigate complex client cases. Participants gain practical guidance on serving clients with sophisticated financial needs.

Full description from organizer

You’ve been selected for an exclusive, in-person training designed to deepen your understanding of advanced large-case strategies and strengthen your ability to navigate more complex client cases. This focused session will cover key areas including tax planning, estate planning, and advanced underwriting, with insights and practical guidance from Manulife. This is a valuable opportunity to learn, ask questions, and gain deeper insight into strategies that can help you better serve clients with more complex financial needs. Event Details 📅 Friday, October 9, 2026⏰ 9:00 AM – 1:00 PM📍 Manulife Headquarters, Downtown Toronto WE ONLY 25 ADVISORS Travel & Accommodation Participants are responsible for making their own flight and accommodation arrangements. Please take this updated date and timing into consideration when making your travel plans. Further details and updates will be communicated as they become available. Come prepared to learn, engage, and take your large-case knowledge to the next level.

Tickets
Luma
Organizer
Team Training
Time zone
EDT
Updated

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Details

When
Fri, Oct 9, 2026 · 9:00 a.m. (EDT) · until 1:00 p.m.
Where
Manulife Financial Headquarter
Address
Manulife Financial Headquarter, 200 Bloor St E, Toronto, ON M4W 1E5, Canada
Price
Free

Questions

When is ADVANCED LARGE CASE TRAINING Tax & Estate Planning | Advanced Underwriting with Manulife?
Fri, Oct 9, 2026 at 9:00 a.m. EDT.
How much are tickets for ADVANCED LARGE CASE TRAINING Tax & Estate Planning | Advanced Underwriting with Manulife?
Entry is free.
Where is ADVANCED LARGE CASE TRAINING Tax & Estate Planning | Advanced Underwriting with Manulife?
Manulife Financial Headquarter, Manulife Financial Headquarter, 200 Bloor St E, Toronto, ON M4W 1E5, Canada, Toronto, ON.
Where can I buy tickets for ADVANCED LARGE CASE TRAINING Tax & Estate Planning | Advanced Underwriting with Manulife?
Tickets are sold on Luma. This page links straight to that listing; no tickets are sold here.
What time does ADVANCED LARGE CASE TRAINING Tax & Estate Planning | Advanced Underwriting with Manulife end?
It runs until 1:00 p.m..

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