Help Your Clients Reach Their Goals with MyGoals

This presentation introduces a comprehensive financial planning platform that integrates tax expertise, quantitative finance, and actuarial insights. MyGoals optimizes retirement income, estate planning, and risk management, offering a free basic plan with advanced features for a fee. The platform handles millions of scenarios, including tax-efficient strategies, CPP/QPP optimization, and insurance needs analysis. It also includes a risk module and a corporate module for comprehensive financial planning. MyGoals aims to democratize financial planning, enhancing advisor efficiency and client outcomes.

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 10m

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
Help Your Clients Reach Their Goals with MyGoals
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: Raphi Zaionz

Raphi earned his BBA & MBA degrees from the Schulich School of Business at York University and then began his career in trading, but has spent the last 25 years plus working in software. Raphi consulted to several large banks in matters pertaining to risk management, and to several small companies where he worked with their founders to open business doors in North America. Working with small companies gave him the entrepreneurial itch. He began researching how Canadians accumulate and decumulate wealth and decided in 2019 to found mygoals. Raphi partnered with the applied math department at York University in researching how non-linear optimization could be utilized to save and withdraw more efficiently. Raphi and his partner have hired 3 mathematicians from York University and together have developed the MyGoals platform.