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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
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1
Seven Planning Myths & How They Affect Clients
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Introduction and Instructions
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The Rules Governing CE Credits
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Presentation Overview
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Presentation Video
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Presenter Resourses
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About the Presenter: Kathryn Bennett
Kathryn Bennett is a Senior Legal & Estate Planning Consultant with Desjardins Financial Security. Kathryn uses her expertise as a tax and estate planning lawyer when working with advisors to provide high net worth individuals and business owners with sophisticated insurance-based solutions in the areas of wealth protection, business continuation and succession, and advanced insurance planning. She has a special interest in the strategic use of insurance products for farm estate planning, charitable giving, planning for persons with a disability and cross-border planning. Kathryn is an accomplished presenter and frequent author on topics such as personal and corporate estate planning and charitable gift planning using life insurance, segregated funds, and annuities, beneficiary designation planning, using insurance and annuities in Wills and trust, and retirement planning.
About the Presenter: Kelly Maidens
Kelly Maidens is a seasoned financial professional with over 28 years of experience in the financial services industry, including 18 years dedicated to estate administration, discretionary trust management, and complex case resolution. A Certified Financial Planner and FP Canada Fellow™, Kelly has administered more than 150 estates annually and supported countless families and advisors through some of life’s most sensitive transitions. His career spans leadership roles in banking, insurance, and wealth management, as well as a decade in hospitality management—where he honed his skills in operations, budgeting, and team development. Kelly is known for his calm, methodical approach, deep ethical grounding, and unwavering commitment to continuous learning and mentorship.
Seven Planning Myths & How They Affect Clients
Transform how you advise clients with proven insights. Join this course to tackle planning myths and provide smarter, more effective solutions. Start now!
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