The Immense Benefits of Post-Retirement Planning

This presentation emphasized the importance of post-retirement planning. The presenter highlighted that only half of Canadian and U.S. adults have a current will, despite the benefits of estate planning, which includes reduced stress, financial resilience, and better legacies. The presenter shared statistics: 61% of Canadians are unaware of the probate process, and only 25% know about segregated funds. The presenter stressed the need for early planning, citing his own brain tumor diagnosis as a wake-up call. The presenter advocated for proactive estate planning to ensure loved ones are financially and emotionally secure.

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 credit * MFDA - 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * 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 Immense Benefits of Post-Retirement Planning
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: Greg Barnsdale

Greg was intrigued with death from an early age, and at the age of 21, he became a licensed funeral director. Greg worked for large and small funeral homes. As an examination proctor for a funeral industry regulator, and has arranged hundreds of at need, as well as pre-need funerals. Greg helped funeral homes build better relationships with financial advisors and lawyers. Greg worked as a life insurance specialist and taught financial advisors across Canada about the funeral industry to help them be a greater resource to their aging clients. Being open to our mortality and properly planning in advance for what we want to happen, is so beneficial. Yet, only about half the adult population of Canada and the U.S. have a current and valid will. Greg wants to inspire a more positive approach which will help reduce the stress of aging, enhance relationships, save money and make it so much easier for survivors. Greg has been following the death awareness movement for decades and has created a book to help others be better prepared.