Severance and Pension Simplified 1.5 Credits
Learning mode
This CPD course is specific for the Canadian Audience only.
At job termination and/or retirement several key decisions have to be made to ensure your and your family's financial well-being. Questions such as how to maximize my severance and which pension options I choose are all decisions that have to be made.
This Finance webinar will highlight the strategies to maximize a severance payout as planning might provide you with up to an additional 50% of the severance you are entitled to.
Then we will switch to the discussion around your pension options from a retirement income, tax, and estate angles. Because we will be discussing transferring your pension into your locked-in plan as one of the options, we will also spend some time discussing retirement income investment options, as understanding the different types of products and guarantees available in the market is important when discussing pension options. Â
Key Topics Covered:Â
In this CPD Webinar, our speaker Anna breaks down these quite complex topics into digestible discussion points and adds several examples to bring life to the discussion.
| License details | Credits | Status |
|---|---|---|
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Retirement Planning for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Advanced retirement planning for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Investment Decision Making for CIPM | 1.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for CPA in Canada | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Retirement Planning for Personal Financial Planner (PFP) | 1.5 CE | Eligible |
| Advanced retirement planning for Certified International Wealth Manager (CIWM) | 1.5 CE | Eligible |
| Investment Decision Making for CIPM | 1.5 PL | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
Anna Knight is the Founder, Severance and Pension Specialist and the Certified Financial Planner at Simplicity Financial. She started Simplicity Financial with over 20 years of industry experience and with the goal of empowering Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates, and strives to be the same for the community at large.
To elevate her impact and reach, Anna delivers her money management and wealth building courses to corporations and a number of organizations and online through her carefully curated courses. She also shared her valuable and time tested wealth building strategies in her latest book "The Million Dollar Difference".
In her well established private practice, Anna either offers fee for service financial planning guidance or gets retained by her clients to manage their financial affairs ongoingly.
To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders.
To provide investment management advice, Anna is a Financial Advisor with Keybase Financial, an independent MFDA dealer. If her plans call for alterations or adding new life insurance solutions, Anna works ass an Insurance Broker with Allen Wong & Associates / BridgeForce Financial.
In case her clients need any mortgages, Anna is a full service mortgage broker (M18002128) through Assured Mortgages Division of 1490845 Ontario Ltd. (FC #10259). Through Assured Mortgages, Anna has access to any and all lenders from traditional banks, to credit unions and private lenders.
Prior to setting up her own independent practice, Anna has worked for ICM, another independent MFDA dealer for a number of years, and Royal Bank of Canada, National Bank and Manulife Financial prior to that. She not only has extensive education in her field but also years of hands on experience.
As a wellness and fitness enthusiast, world explorer and dancer and a mom, Anna ensures to keep on creating a work life balance, and encourages her clients to do the same.
Anna has been a contributor to a number of articles in the Globe and Mail and Money Sense Magazine, and contributed to a Retirement by Design book prior to writing The Million Dollar Difference.
Anna’s life commitment is making an impactful and positive difference in the lives of anyone she encounters. Therefore, along with Simplicity
Financial that donates part of their profits to charity every year and offers pro bono courses and work, Anna dedicates her time and other resources to numerous charities such as; Princess Margaret Hospital, The C.C.C.O. that supports orphanage homes for children, Interim Place, a shelter for abused women, just to name a few.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
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.
How can I access my course completion certificates?
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.
How are credits reported to governing bodies?
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.
What is a Live Webinar Group Internet-Based Credit?
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.
How do I earn credits through live webinars?
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.
Are the live webinars approved by NASBA and other regulatory bodies?
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.
What are the requirements to maintain compliance with live webinar courses?
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.
How can I access my webinar completion certificates?
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.
How are credits reported to governing bodies?
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.
Feb 24, 09:30 AM ET
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