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CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Business Conduct Non-Ethics credit (in bundles/packs) * CSI - 1 Compliance credit (in bundles/packs) * 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. 1

    Do Not Ignore Your Mortality

    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

Alan Hoffman

About the Presenter: Greg Barnsdale

Greg worked for large and small funeral homes. As an examination proctor for a funeral industry regulator, and has arranged hundreds of at need, as well as pre-need funerals. Greg helped funeral homes build better relationships with financial advisors and lawyers. Greg worked as a life insurance specialist and taught financial advisors across Canada about the funeral industry to help them be a greater resource to their aging clients. Being open to our mortality and properly planning in advance for what we want to happen, is so beneficial. Yet, only about half the adult population of Canada and the U.S. have a current and valid will. Greg wants to inspire a more positive approach which will help reduce the stress of aging, enhance relationships, save money and make it so much easier for survivors. Greg has been following the death awareness movement for decades and has created a book to help others be better prepared.

Do Not Ignore Your Mortality

Ready to create a clear, stress-free end-of-life plan for yourself or your clients? Join our course to learn how to minimize taxes, ensure proper documentation, and build a lasting legacy.  Click “Enroll Now” and take control of the future!

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