Mr. Peter Wouters
Mr. Peter Wouters, RFG., AIAA.,
ARP., TEP., FLMI., RHU., CFP., CLU.,
CHFC., ACS., ALHC., CPCA., CHS.,
AFSI., EPC, CIEPS Advisory Council &
Faculty Chair
Peter is a well-respected, much
sought after speaker and subject
matter expert in tax, retirement,
and estate planning. He has provided
1000s of workshops and seminars for
financial advisors, professional
firms, and consumer groups
throughout North America.
Peter devotes much of his time
working with independent advisors
and other professionals uncovering
issues and concerns faced by
affluent individuals, professionals,
and business owners. He supports
their efforts in researching and
developing optimal solutions for
clients aimed at improving their
financial well-being and supporting
their personal wishes and
lifestyles. He has provided 1000s of
workshops, seminars, and technical
support internationally on tax,
retirement and estate planning
issues, concepts, and strategies.
Peter, an accredited Registered
Financial Gerontologist, educates
people of all professions who work
with or specialize in the needs,
expectations, and issues of an aging
population. Comprehensive lifestyle
planning is an important element of
these processes.
He has been repeatedly interviewed
on regional and national television,
radio, newspapers, and journals as a
subject matter expert on various
industry issues and developments. He
is a prolific writer on matters
dealing with retirement, financial
and lifestyle planning, for which he
has received several international
awards.
Among his many professional and
industry affiliations are: CALU
(Conference of Advanced Life
Underwriting), the Society of Trust
& Estate Practitioners, the
Institute of Research & Planning,
the Canadian Tax Foundation, the
American Institute of Financial
Gerontology, and the American
Society on Aging. He is faculty
chair of the International Elder
Planning Counsellor program.
A graduate of McMaster University,
Northeastern University and Widener
University, Peter has over four
decades of experience. He is a true
student of business as attested to
by his many professional
designations. His articles have been
published in newspapers, industry
bulletins and trade journals
throughout the world.
|