CE Drive with Jason Watt cedrive
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- Education
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Get All Your Continue Educations Credits For Canadian Financial Planners And Insurance Agents In A Podcast!
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Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23
Tax Policy and Succession Planning
- CE Drive w/ Jason Watt S05E23
Jon Shell of Social Capital Partners joins Jason to discussion the implementation of the Employee Ownership Trust rules in the 2023 Federal Budget.
CE Credits:
BC 1; AB Life 1; AB A&S 0; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1
Supplementary Materials:
Social Capital Partners
https://www.socialcapitalpartners.ca/
Taylor Guitars
https://www.taylorguitars.com/
FriesenPress
https://www.friesenpress.com/
Ottawa reveals details of employee-ownership plan for businesses
https://www.theglobeandmail.com/business/article-employee-ownership-plan-budget-2023/
Employee ownership trusts in Canada: Plan carefully to avoid unintended tax consequences
https://www.millerthomson.com/en/publications/communiques-and-updates/tax-notes/june-8-2023/employee-ownership-trusts-canada-tax-consequences/
Amsted Industries
https://www.amsted.com/
Should You Trust Private Equity to Take Care of Your Dog?
https://freakonomics.com/podcast/should-you-trust-private-equity-to-take-care-of-your-dog/
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A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22
A Client Retiring on a Low Income
- CE Drive w/ Jason Watt S05E22
Ellen Covey of Elevate Financial discusses a client who is in the midst of retiring on a low income.
CE Credits:
BC 1; AB Life 1; AB A&S .5; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1
Supplementary Materials:
Elevate Financial Strategies
https://elevate.finance/
Pension unlocking: non-hardship
https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship
Benefits2
https://www.benefits2.ca/
Remember to like and share! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Facebook: https://www.facebook.com/BusinessCareerCollege/
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Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21
Comparing Individual Health Insurance
- CE Drive w/ Jason Watt S05E21
Evan Morgan of CompareHealth joins Jason to discuss the product differences between various individual health insurance products.
CE Credits: BC 1; AB Life 0; AB A&S 1; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1
Supplementary Materials:
Compare Health
https://www.comparehealth.ca
Evan Morgan
https://www.linkedin.com/posts/evan-morgan-b6b0a126b_healthinsurance-insurtech-activity-7066770973294792704-w3wp?utm_source=share&utm_medium=member_desktop
Private Health Services Plan or Health Spending Account
https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm
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Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
Follow us on social media:
Facebook: https://www.facebook.com/BusinessCareerCollege/
LinkedIn: https://www.linkedin.com/company/business-career-college/
Twitter: https://twitter.com/BCCEdmonton -
Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20
Digital Estate Planning on the Ground
- CE Drive w/ Jason Watt S05E20
Lucky Rasappah of Kabis and Associates joins Jason for a look at how he helps clients prepare for the management of their digital estates.
CE Credits: BC 1; AB Life 1; AB A&S: 0; SK: 1; ON: 1; FP Can: 1; Advocis: 1; IIROC: 1; MFDA: 1
Supplementary Materials:
LUXMIHAASAN RASAPPAH
https://www.luckyrasappah.com/
Kabis & Associates Inc.
https://www.linkedin.com/company/kabisassociates/about/
Families locked out of dead relatives' phones face 'grisly problem' accessing fingerprint, FaceID
https://toronto.ctvnews.ca/mobile/family-members-locked-out-of-deceased-relatives-phones-face-grisly-problem-attempting-access-fingerprint-faceid-1.6312391
CANADIAN ESTATE PLANNING
https://www.canadianestateplanning.com/
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Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19
Estate Planning for Digital Assets
- CE Drive w/ Jason Watt S05E19
Jeff Baxter of TekSmart Consulting joins Jason to discuss estate planning for digital assets.
Supplementary Materials:
Tek Executor
https://teksmart.ca/
Certified Digital Asset Advisor (CDAA)
https://www.certifieddigital.org/
Digital Executor
https://yourdigitalundertaker.ca/
Access to Digital Assets by Fiduciaries
https://ablawg.ca/2022/04/20/access-to-digital-assets-by-fiduciaries/
PlannerDAO
https://www.plannerdao.io/
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
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LinkedIn: https://www.linkedin.com/company/business-career-college/
Twitter: https://twitter.com/BCCEdmonton -
Visualization in Estate Planning - CE Drive w/ Jason Watt S05E18
Visualization in Estate Planning
- CE Drive w/ Jason Watt S05E18
Jordan Atin of E-State Planner joins Jason to discuss visualization tools and the adoption of technology in estate planning.
Supplementary Materials:
eState Planner
https://www.e-stateplanner.com/about-us
Jordan Atin
https://www.osgoode.yorku.ca/faculty-and-staff/atin-jordan/
Rectification and the Importance of Obtaining Clear Instructions when Drafting a Will
https://podcasts.apple.com/ca/podcast/hull-on-estates/id136880425
Hull on Estate Podcast
https://www.youtube.com/channel/UCgwK9zTUgyapgnesp2I-3lA
Willful
https://www.willful.co/
Epilogue
https://epiloguewills.com/
Remember to like and share the video! Leave a comment for Jason Watt down below.
Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education
Follow us on social media:
Facebook: https://www.facebook.com/BusinessCareerCollege/
LinkedIn: https://www.linkedin.com/company/business-career-college/
Twitter: https://twitter.com/BCCEdmonton
Customer Reviews
Financial Professionals look no further!
This is seriously my favourite way to get my CE credits in! I enjoy the conversations that Jason has with other professionals. Not only am I learning but I’m able to be walking, driving or doing other tasks while listening! It’s a win-win! Do yourself a favour, subscribe and never again look at CE credits with dread. I actually look forward to this bi-weekly releasing of the podcast!
-Val in Ontario, CFP
Excellent way to gather Professional Credits
The podcast format fits well with my routine. Being able to listen to the content while in the car or walking the dog made it a simple to collect CE credits.
I found the content and variety of subject matter relevant and the guests enjoyable.
Very insightful and great CFP exam prep supplement!
Jason’s podcast has been a great resource for me as a young advisor and an excellent supplement to help study for my CFP exam!