Be Transformational

Steve Jobs said "Think Different". Today is an era of great change, and you need to be able to think for the new world. Uber thought differently... AirBNB thought differently... You can think differently too! This presentation uncovers a new opportunity in your business, and it has nothing to do with a product, or an investment opportunity. One of the the most difficult tasks a person must deal with, is a direct result of their loved one giving them the trusted 'honor' of being the Executor of their estate. In reality, these people need a lot of advice and help. This is where thinking differently can put you in the right place to help clients with the transfer of wealth between generations. 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 * MFDA - 1 Professional Development credit (in MFDA bundle) * CSI - 1 Professional Development credits (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
Be Transformational
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: Mark O'Farrell

Mark is president of the Canadian Institute of Certified Executor Advisors, a member of Advocis (The Financial Advisors Association of Canada), the Conference for Advanced Life Underwriting (CALU) and the Canadian Association of Gift Planners (CAGP). He has given hundreds of seminars across Canada, to the public, professional groups, Canadian businesses, industry symposia, and aboard continuing education cruise ships around the world. He has been speaking about the important role of executors and on estate tax strategies for more than 25 years.