Theme Pack Presentation Overview:

Want to learn more about this Theme Pack? Click the video to the left to get an overview! Combined presentation time: 10h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 10 presentation videos 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 Theme Pack:

* FP Canada - 10 Financial Planning credits * Advocis - 1 IAFE Approved credits * MFDA - 8 Professional Development credits * CSI - 8 Professional Development credits * FSRA - 10 FSRA Approved credits * ICS - 10 Life Insurance credits * ICM - 10 Life Insurance credits & acceptable to many other organizations.

Curriculum

13 Chapters · 35 Lessons

  1. 1

    2023 Planning for Clients Over 65 Theme Pack - 10 Credits

    1. (Included in full purchase)

      Planning for Clients Over 65 Theme Pack Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

  2. 2

    1 - In Sync with Your Client Ahead of Life Transitions - Marc Seguin, Advocacy in Aging

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Exit Surveys for your Presenters

    4. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - Be Transformational - Mark O'Farrell, CICEA

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Legacy Planning Using the 1-Pay Strategy - David Hutchison, Equitable Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - Disability Estate Planning for 1 in 10 Canadians - Ken Pope & Dianne Verano, K Pope Law

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    5 - Tips and Traps for Choosing an Executor - Jim Kibble, Ontario Estate Consulting Solutions

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    Welcome to Part 2

    1. (Included in full purchase)

      Break Time

  8. 8

    6 - Debt Management for Wealth Advisors - Stephanie Holmes-Winton, CacheFlo

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    7 - Who Will Take Care of My Child? - John Dowson, LifeTRUST Planning

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  10. 10

    8 - The NEW Beneva Savings and Investments Solutions - Harley Kizner, Beneva

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  11. 11

    9 - Digital Assets and Digital Accounts - Lucky Rasappah, Canadian Estate Planning

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - Surprising Reverse Mortgage Trends in HNW Planning - Andrew Cairns, HomeEquity Bank

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  13. 13

    Congratulations

    1. (Included in full purchase)

      Congratulations!

Alan Hoffman

About your MC: Alan Hoffman

Alan began his career in 1996 as a Financial Advisor with London Life. Since 2012, Alan Hoffman and CE-credits.ca has been working to create Continuing Education that actually provides Canada’s Financial Advising community with content that is truly relevant and useful within their practices. Through CE-Now.ca, they provide advisors with easy on demand access to earn their CE Credits the way they prefer, through webcasts, bundles, theme packs, and a library of over 450 presentations to learn from.  Today, CE-credits.ca is the #1 CE Provider in Canada.

2023 Planning for Clients Over 65 Theme Pack - 10 Credits

Stay ahead of the evolving needs of serving aging clients! Join the Planning for Clients Over 65 theme pack to gain essential insights and strategies. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!

$170.00

Start Theme Pack Now