Theme Pack Agenda - Part 1:

Want to learn more about this Theme Pack? Check out Part 1 of the agenda! Combined presentation time: 5h

Theme Pack Agenda - Part 2:

Check out Part 2 of the agenda! Combined presentation time: 5h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 10 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 Theme Pack:

* FP Canada - 6 Financial Planning & 4 General credits * Advocis - 9 IAFE Approved & 1 Ethics credits * MFDA - 6 Professional Development & 2 Business Conduct Non-Ethics credits * CSI - 6 Professional Development & 2 Compliance credits * FSRA - 10 FSRA Approved credits * ICS - 9 Life Insurance & 1 Segregated Funds credits * ICM - 9 Life Insurance & 1 Segregated Funds credits & acceptable to many other organizations.

Curriculum

13 Chapters · 36 Lessons

  1. 1

    2025 Planning for Business Owners Theme Pack - 10 CE Credits

    1. (Included in full purchase)

      Planning for Business Owners 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 - Why You Shouldn’t Set Up an HSA, Adam Hussey, Blendable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - Success Formula for Thriving Companies, Kevin Brady, Advica Health

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Taking Care of Business: Opportunity Spotting with Business Owner Clients, David Hutchison, Equitable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - Tax Savings & Wealth Accumulation for Business Owners & Professionals, Clark Steffy, Canadian Benefits Associates

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    5 - Workplace Conflict and Human Rights: A Risk Perspective, Jennifer Mak, JMAK Consulting

    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

  7. 7

    Welcome to Part 2

    1. (Included in full purchase)

      Welcome to Part 2

  8. 8

    6 - Estate Freeze and Life Insurance, Mike Liem, Empire Life

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    7 - Seven Planning Myths and How They Affect Clients, Kathryn Bennett, RBC Insurance & Kelly Maidens, Desjardins Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  10. 10

    8 - The Immense Benefits of Post-Retirement Planning, 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

  11. 11

    9 - Building a Better Business, Monica Rehal, Foresters Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - RCAs for Professional Athletes, Clark Steffy, Canadian Benefits Associates

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  13. 13

    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-credits.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 500 presentations to learn from.  Today, CE-credits.ca is the #1 CE Provider in Canada.

2025 Planning for Business Owners Theme Pack - 10 CE Credits

Take your expertise to the next level! Join the Planning for Business Owners theme pack to master strategies for complex client needs. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!

$175.00

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