Rhona Konnelly CLU, EPC, CPCA

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.

One hour can change everything!

Join us Thursday, July 17th 2025 at 1:00 P.M. EST and elevate your business.

Did you know that 70% of Canadians don't have an estate plan in place?

Legacy isn’t just about wills and wealth - it’s about values, vision, and the relationships that define a family’s future. As a trusted Advisor, understanding your client’s story is the key to unlocking more meaningful conversations and stronger relationships that span generations.

This is your opportunity to master the art of intergenerational planning.

Discover how to uncover what really matters to your clients - and their families - using the Intergenerational Wealth Transfer Planning Toolkit.

This toolkit will help you:

• Ask the right legacy questions during discovery
• Bridge generational perspectives and priorities
• Create deeper, more holistic client relationships
• Grow your business through trust-based planning

Take your client conversations - and your practice - to a whole new level.

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.