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 presentation:

* FP Canada - 5 Financial Planning & 5 General credits * Advocis - 10 IAFE Approved credits * MFDA - 8 Professional Development credits * CSI - 8 Professional Development credits * FSRA - 10 FSRA Approved credits * ICS - 8 Life Insurance & 2 Segregated Funds credits * ICM - 8 Life Insurance & 2 Segregated Funds credits & acceptable to many other organizations.

Curriculum

13 Chapters · 36 Lessons

  1. 1

    2025 Planning for Clients Over 65 Theme Pack - 10 Credits

    1. (Included in full purchase)

      Planning for Clients Over 65 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 - CHIP Reverse Mortgage Trends & Opportunities, Pattie Lovett-Reid & Andrew Cairns, HomeEquity Bank

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  3. 3

    2 - Lifetime Coverage Made Simple, Frank Sobrinho, ivari

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  4. 4

    3 - Retirement Cash Flow Planning, Stephanie Holmes-Winton, CacheFlo

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  5. 5

    4 - Estate Planning and Taxation, Sadaf Chowdhury, Equitable

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  6. 6

    5 - Participating Life Insurance: Where Protection Meets Possibility, Anna Tsepelis, RBC Insurance

    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)

      Break Time

  8. 8

    6 - Real Estate Transitions in the Aging Years, Marc Séguin, Advocacy in Aging

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  9. 9

    7 - Trusts and Their Use in Special Needs Planning, John Dowson, LifeTRUST Planning

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  10. 10

    8 - Comprehensive & Simplified Issue CI Plans for All Your Clients, Zainab Sheikh, Foresters Financial

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  11. 11

    9 - Healthy Aging: Retirement Planning is About More Than Just Money, Mike Drak, Booming Encore

    1. (Included in full purchase)

      Presentation Overview

    2. (Included in full purchase)

      Presentation Video

    3. (Included in full purchase)

      Presenter Resourses

  12. 12

    10 - Empire Life's Registered Disability Savings Plan (RDSP), Ian Kerr & Heather Rennie, Empire Life

    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 Clients Over 65 Theme Pack - 10 CE Credits

Stay ahead of the evolving needs of serving aging clients! Join the Planning for Clients Over 65 theme pack to gain essential insights and strategies. Earn CE Credits easily—just watch, no quizzes! Click “Start Theme Pack Now” to get started!

$175.00

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