Rhona Konnelly CLU®, EPC®, CPCA, RFC®

Konnelly Consulting

Rhona is a trailblazer in Canada’s financial services industry, beginning her career with Sun Life Assurance in 1977 - one of the first women to do so. With over four decades of experience in insurance, financial, and estate planning, she has held senior roles with top firms such as Investors Group, MD Management, and Edward Jones.

In 1987, Rhona made history as one of the first women elected Chapter President of the Life Underwriter’s Association of Canada in Victoria. She holds a Chartered Life Underwriter (CLU) designation and has specialized in elder care planning through her EPC and CPCA certifications since 2005.

A sought-after speaker and faculty member with the Canadian Initiative for Elder Planning Studies, Rhona is also a published author and 7-year MDRT member, including two Court of the Table honors. She continues to serve her community through TB Vets and CARP, advocating for aging Canadians and their families.

Charitable giving is increasingly part of sophisticated tax, estate, and legacy planning conversations - yet many Advisors are unsure how to raise these concepts credibly with allied professionals, particularly CPAs.

This practical and professionally grounded session is designed to help Advisors understand when and how life insurance–based charitable strategies may be appropriate, and how to discuss these concepts confidently with accountants as part of an integrated planning approach.

Participants will explore:

• When charitable giving solutions using life insurance may be suitable - and when they are not.

• How these strategies can complement tax, estate, and business planning discussions.

• The types of client situations where charitable planning may be underutilized or overlooked.

• How Advisors can introduce these concepts in a way that supports, rather than competes with, the CPA’s role.

• How to elevate professional credibility and foster collaborative conversations that lead to client introductions

This session is not a product presentation. Instead, it focuses on helping Advisors expand their planning lens, communicate effectively with accounting professionals, and recognize opportunities where charitable strategies may add value for clients who are already philanthropically inclined.

By the end of the session, Advisors will be better equipped to engage CPAs in meaningful planning discussions and position themselves as thoughtful contributors to charitable and legacy planning conversations.

A note about the CE credits - These CE credits can also be used for the following Regulators and Associations. Please check the appropriate website for further CE information. 

MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE - CHECK OUR APPROVED MFDA Courses here MFDA APPROVED CE COURSES.

FP Canada - Please note – This presentation can count towards General CE requirements. Effective January 1, 2025. FP Canada's CE requirements are now grouped into three categories: Financial Planning, Professional Responsibility, and General CE including Giving Back. CE in the Financial Planning & Professional Responsibility category must be accredited by FP Canada

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General CE - Does NOT NEED TO BE ACCREDITED by FP Canada to meet FP Canada's requirements. View all the General CE information HERE.

(IIROC) - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650. 

Advocis - Any CE credits earned from Pro-Seminars are considered "Approved" CE credits for Advocis. Send your certificate to them so that these CE credits are included for your Advocis CE requirements.

Certificates, payment receipts and online instructions will be emailed directly after the webinar.