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 - 10 IAFE Approved credits * MFDA - 7 Professional Development & 2 Business Conduct credits * CSI - 7 Professional Development & 2 Compliance credits * FSRA - 10 FSRA Approved credits * ICS - 10 Life Insurance credits * ICM - 10 Life Insurance credits & acceptable to many other organizations.

Curriculum

13 Chapters · 36 Lessons

  1. 1

    2024 Estate Planning Theme Pack - 10 Credits

    1. (Included in full purchase)

      Estate Planning Theme Pack Overview

    2. (Included in full purchase)

      The Rules Governing CE Credits

    3. (Included in full purchase)

      Welcome to Part 1

  2. 2

    1 - Probategeist: When Estate Plans get Massacred - 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

  3. 3

    2 - The Estate Enhancement Option - Zainab Sheikh, CPP Foresters

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Add $10M Under Management with Existing Clients - Barry Gordon, Gordon Downsizing & Estate Services

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - Estate Planning: Plan Like the Wealthy - Kaitlyn Hoeksema, Sunlife

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    5 - How Selling Underground Furniture Morphed into the Mortality Mindset Movement - Greg Barnsdale, Do Not Ignore Your Mortality

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

    4. (Included in full purchase)

      Break Time

  7. 7

    Welcome to Part 2

    1. (Included in full purchase)

      Welcome to Part 2

  8. 8

    6 - Beneficiary Designation Essentials - Kathryn Bennett, Desjardins Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    7 - Supporting Your Clients Through Aging 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)

      Presenter Resourses

  10. 10

    8 - What's Going to Happen to Our Child After We've Gone? - 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

  11. 11

    9 - Incorporating Canada Life Annuities - Michael Edmison, Canada Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - Is Strategic Philanthropy Part of Your Clients' Estate Planning - Mark Halpern, WEALTHinsurance.com

    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.

2024 Estate Planning Theme Pack - 10 Credits

Master estate planning strategies! Join the Estate Planning theme pack to help clients build effective plans for their families. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!

$170.00

Start Theme Pack Now