The Financial Blueprint for 20-somethings

This presentation emphasizing the need for a new financial plan tailored to the unique perspectives and challenges of 20-somethings. The presenter highlighted the median income Canadians, noting a significant increase in financial assets from age 35 onwards. The presenter proposed a financial plan involving a minimum bank balance, consistent bills, and discretionary spending, with any excess funds transferred to an investment account evey payday. The presenter stressed the importance of financial discipline and the potential for compound interest to build wealth over time. The plan aims to help 20-somethings achieve financial stability and long-term goals.

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 2m

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 / General credit * Advocis - 1 IAFE Approved credit * 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
The Financial Blueprint for 20-somethings
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

About the Presenter: Alan Hoffman

Alan began his career in 1996 as a Financial Advisor with London Life. After 5 years, he moved into the MGA network, where he built an AGA mentoring 25 advisors on advanced financial planning concepts. Alan’s career took an unexpected turn in 2012 after being selected for a CE audit by FSRA’s predecessor FSCO. At this time, Alan sold his practice, and opened CE-credits.ca. 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 their main on demand site CE-credits.ca, they provide advisors with easy access to earn their CE Credits the way they prefer, through live webcasts, on demand bundles, and a library of over 450 on demand presentations to earn from. Today, CE-credits.ca is the #1 CE Provider in Canada, providing over 225,000 CE Credits to the industry in 2023.