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CE Credits provided by this presentation:
* FP Canada - 1 Financial Planning credit * CIRO (MFD)- 1 Professional Development credit (in bundles) * CIRO (ID)- 1 Professional Development credit (in bundles) * Advocis - 1 IAFE Approved credit * CSI - 1 Professional Development credit (in bundles) * FSRA - 1 FSRA Approved credit * AIC - 1 A&S credit (in AIC bundles & webcasts) * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.
Curriculum
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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: Tracy Heath
Tracy Heath, a beacon in the investment industry, boasts over three decades of expertise in estate and generational wealth planning. Her multiple awards underscore her exceptional skill and dedication. As a respected international speaker and educator, Tracy's wisdom transcends finance, encompassing acupuncture, orthomolecular nutrition, coaching, positive psychology, meditation, and mindfulness. Forged by profound personal losses—both parents in her twenties, her brother to cancer, and multiple in-laws to ALS—Tracy has become a guiding light for those navigating the challenges of a loved one's serious illness. Her experiences have cultivated a deep understanding of the intricate connection between emotional, physical, and financial well-being. With unparalleled empathy and insight, Tracy offers a holistic approach to supporting individuals, families, and professionals. Her guidance serves as a compass, helping others navigate life's most turbulent waters with resilience, courage, and clarity.
Before Goodbye
This presentation discusses her book "Before Goodbye," which integrates emotional, physical, and financial well-being for individuals facing serious illnesses. Start now!
$20.00