In Sync with Your Client Ahead of Life Transitions

At what point do you tell your client that their financial plan is complete? In reality, any age and any age of your clients life is a great time to take another step in the crafting of their financial plan... From cradle to grave. Case in point, as your clients get into their golden years, their needs, priorities, and perspectives, change. Then of course is the layer as they once again become more dependant on others... Once an adult, and twice a child. This presentation uncovers the 3 allotment approach that allows you to reframe the assets and income requirements of your aging clients into a new framework. This opens up new conversations with your clients, that can have a significant impact on the rest of their lives, and of those around them. Full presentation time: 55m

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 * MFDA - 1 Professional Development credit (in MFDA bundle) * CSI - 1 Professional Development credit (in MFDA bundle) * 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
In Sync with Your Client Ahead of Life Transitions
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: Marc Séguin

Marc is the author of Advocacy in Aging, a book about estate and healthcare planning for the living years. After a successful career commercializing innovations, Marc turned his attention to the challenges of financial and personal care management for life transitions. He has helped many families including his own, plan for and deal with the inevitable changes in life that aging and unexpected events bring. These experiences have enabled him to crystallize an approach, in everyday language, to maintaining continuity in financial affairs and personal care. Marc, a father and grandfather, lives in Ottawa with his wife of 37+ years. He loves the outdoors and is an avid skier.