Presentation Preview:
Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 4m
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 bundles/packs) * CSI - 1 Professional Development credits (in bundles/packs) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.
Curriculum
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1
Executor Myth Busters Workshop
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(Included in full purchase)
Introduction and Instructions
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(Included in full purchase)
The Rules Governing CE Credits
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(Included in full purchase)
Presentation Overview
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(Included in full purchase)
Presentation Video
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(Included in full purchase)
Presenter Resourses
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(Included in full purchase)
About the Presenter: Jim Kibble
After a long career as the partner in charge of the financial services practice of a prominent local insurance brokerage in Waterloo Region, Jim founded ONTARIO ESTATE CONSULTING SOLUTIONS INC. in 2017. Jim has a business degree from Wilfrid Laurier University, is a chartered accountant and holds both Canadian and International estate planning credentials. The firm is a member of the Waterloo Wellington Estate Planning Council, the Estate Planning Council of Canada, the Greater KW Chamber of Commerce and the New Hamburg Board of Trade. Jim and his wife Penny have two adult children and two grandsons and enjoy involvement with local ukulele and drumming groups and have too many hobbies to keep track of!
Executor Myth Busters Workshop
Ready to help your clients plan for the future with confidence? Join our course to debunk estate myths, guide clients in creating the right wills, and start impactful conversations. Click “Enroll Now” and make a meaningful difference in their estate planning!
$20.00