Estate Planning With and Without Life Insurance for Canadians 1 Credit
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This CPD course is specific for Canadian Audiences only
According to Warren Buffett - The rich plan for 3 generations and the poor plan for Saturday Night.
Life presents all of us with circumstances – some good – some bad. We all believe that we will live forever, healthy and vibrant, yet, life as some of us know throws us all curveballs. Whether we are 20 and just beginning a career or 50 and seeking to retire, we must all seek better methods for planning our futures.
How to minimize tax implications and heaven forbid at time of incapacity or death, someone else gets your money other than Uncle Sam. The goal here is not to scare you but to help you understand your options, minimize taxes, and plan for a liquid financial future.
Most people don't leverage when it comes to Estate Planning. So this CPD course will show attendees how to create leveraged Estate Planning. As a result, beneficiaries will get more money, sooner, and be tax-free.
So many self-made investors, when they are alive, want their money to grow and are worried about management fees and the rate of return. What they fail to plan is how much money will be taxed before their beneficiaries receive the money.
This CPD webinar will help attendees learn the steps required to do Estate Planning.
| License details | Credits | Status |
|---|---|---|
| Finance for CPA in Canada | 1 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Estate Planning for CIPM | 1 PL | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for CPA in Canada | 1 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Estate Planning for CIPM | 1 PL | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for CPA in Canada | 1 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Professional Development for Personal Financial Planner (PFP) | 1 CE | Eligible |
| Professional Development for Certified International Wealth Manager (CIWM) | 1 CE | Eligible |
| Estate Planning for CIPM | 1 PL | Eligible |
| Professional Development for Designated Financial Services Advisor (DFSA) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for CPA in Canada | 1.5 CPD | Eligible |
| Estate Planning for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Estate Planning for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Advanced estate planning for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Estate Planning for CIPM | 1.5 PL | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DH
Thanks Linda and Sam!
JD
Informative
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