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: 15h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 15 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 presentation:

* FP Canada - 15 Financial Planning credits * Advocis - 15 IAFE Approved credits * MFDA - 11 Professional Development &                  1 Business Conduct credits * CSI - 11 Professional Development & 1 Compliance credits * FSRA - 15 FSRA Approved credits * ICS - 15 Life Insurance credits * ICM - 15 Life Insurance credits & acceptable to many other organizations.

Curriculum

18 Chapters · 53 Lessons

  1. 1

    2024 Planning for Clients Over 65 Theme Pack - 15 Credits

    1. (Included in full purchase)

      Planning for Clients Over 65 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 - Building Strong Client Connections with Your Brand - April Levitt & Kelly Maxwell, The Personal Coach

    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 Psychology Of Retirement - Mike Drak, Booming Encore

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Your Whole Life Advantage - 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

  5. 5

    4 - The Holy Grail of Personal Health Insurance Information - Evan Morgan, CompareHealth.ca

    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

  6. 6

    5 - Capital Gains Changes: Impacts and Tax Planning Opportunities for Canadian Individuals - Jay Goodis, Tax Templates

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  7. 7

    6 - Financial Planning: Optimize Advise & Succeed - Raphi Zaionz, MyGoals

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  8. 8

    7 - The Shocking Uses of Reverse Mortgages - 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

  9. 9

    8 - 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

    4. (Included in full purchase)

      Break Time

  10. 10

    Welcome to Part 2

    1. (Included in full purchase)

      Break Time

  11. 11

    9 - 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

  12. 12

    10 - 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

  13. 13

    11 - 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

  14. 14

    12 - 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

  15. 15

    13 - Executor Myth Busters Workshop - 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

  16. 16

    14 - The $1 Trillion Wealth Transfer That Wasn't - Chris Paterson, Beneva

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  17. 17

    15 - 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

  18. 18

    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 Planning for Clients Over 65 Theme Pack - 15 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!

$225.00

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