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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

1 Chapter · 5 Lessons

  1. 1

    Estate Planning: Plan Like the Wealthy

    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: Kaitlyn Hoeksema

Kaitlyn brings nearly 18 years' experience in the finance industry. Kaitlyn worked at RBC and CIBC Imperial Service, where her focus was on HNW clients. She then became an independent advisor with IG wealth Management where she continued in the HNW space, specializing in large corporate insurance policies alongside investments. Kaitlyn is very energetic, organized and out-going with strong critical thinking skills and will empower her to assist advisors in growing their businesses. She is passionate about insurance, and her knowledge and experience will contribute to executing Sunlife's overall regional strategy and fulfilling their mission of 'We Help. You Grow.'

Estate Planning: Plan Like the Wealthy

Ready to help your clients plan like the wealthy? Join our course to learn strategies for minimizing estate taxes, avoiding probate, and passing on wealth—no matter the client's net worth.  Click “Enroll Now” and start transforming your approach to planning!

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