Comprehensive Risk Management & Tax Optimization

Fact: Financial Planners are very smart people! As a group, we are well educated on matters of Insurance, Investments, the Markets, and the Economy as a whole. This is why Financial Advisors can provide such valuable advice to our clients. The reality is that we also have amazing tools at our fingertips that allow us to make a very good "best guess" on the future. Now imagine what happens if you add another tool to your arsenal. Imagine if that tool can make your best guess even better by using hundreds of calculations that you never considered before. Now imagine how much better your "best guess" will be. This presentation offers you insight into just this kind of tool that adds tax optimization into your advice. Best of all, you don't have to learn the tax code, the program already knows it, and probably knows it better than the governments that created it. Full presentation time: 56m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Comprehensive Risk Management & Tax Optimization
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Raphi Zaionz

Raphi earned his BBA & MBA degrees from the Schulich School of Business at York University and then began his career in trading, but has spent the last 25 years plus working in software. Raphi consulted to several large banks in matters pertaining to risk management, and to several small companies where he worked with their founders to open business doors in North America. Working with small companies gave him the entrepreneurial itch. He began researching how Canadians accumulate and decumulate wealth and decided in 2019 to found mygoals. Raphi partnered with the applied math department at York University in researching how non-linear optimization could be utilized to save and withdraw more efficiently. Raphi and his partner have hired 3 mathematicians from York University and together have developed the MyGoals platform.