Episódios

  • 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/

    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

    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

  • 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

    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

  • Estão a faltar episódios?

    Clique aqui para atualizar o feed.

  • 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

    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

    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

    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/

    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

  • 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

    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

  • 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

  • CALU 2023

    - CE Drive w/ Jason Watt S05E17

    Jason reports live from CALU 2023 in Ottawa, covering current tax and estate planning concerns.

    Supplementary Materials:

    The Conference for Advanced Life Underwriting (CALU)

    https://calu.com/

    Open Banking with Steve Boms

    https://podcasts.apple.com/us/podcast/open-banking-with-steve-boms-e202/id1359909626?i=1000544198065

    Flowcharts for Intergenerational Business Transfers

    https://moodysprivateclient.com/flowcharts/intergenerational-business-transfers/

    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

  • Corporate Tax Planning

    - CE Drive w/ Jason Watt S05E16

    (Jim Thornton is a Wealth Advisor with Assante Capital Management Ltd. The opinions expressed are those of the presenter and Investment Advisor and not necessarily those of Assante Capital Management Ltd. Please obtain professional financial advice or contact Jim Thornton at (519) 752-3155 or visit assantebrantford-bfg.com/jim-thornton/to discuss your particular circumstances prior to acting on the information presented.)

    Financial Advisor and Mortgage Broker Jim Thornton discuss a high-net worth client’s various financial planning concerns, including restricted shares and incorporation.

    Supplementary Materials:

    Jim Thornton

    https://assantebrantford-bfg.com/jim-thornton/

    Abakhan & Associates Inc. v. Braydon Investments Ltd., 2009 BCCA 521 (CanLII)

    https://www.canlii.org/en/bc/bcca/doc/2009/2009bcca521/2009bcca521.html

    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

  • Surviving a FSRAO Audit

    - CE Drive w/ Jason Watt S05E15

    Group Benefits Pro Chris Gory joins Dave and Jason for a discussion of Chris’ recent audit with the Financial Services Regulatory Authority of Ontario.

    Supplementary Materials:

    IPFS President, Chris Gory, Finalist For Life & Health Advisor Of The Year

    https://orchardbenefits.ca/ipfs-president-chris-gory-finalist-for-life-health-advisor-of-the-year/

    Canadian Group Insurance Brokers

    https://cgib.ca/

    Unfair or Deceptive Acts or Practices

    https://www.fsrao.ca/media/6116/download

    Apply for a new corporate or partnership life and accident & sickness insurance licence

    https://www.fsrao.ca/licensing/life-and-accident-sickness-corporate-agency-or-partnership/apply-new-corporate-or-partnership-life-and-accident-sickness-insurance-licence

    THE APPROACH: SERVING THE CLIENT THROUGH NEEDS-BASED SALES PRACTICES

    https://www.clhia.ca/web/CLHIA_LP4W_LND_Webstation.nsf/resources/Financial+Advisors/$file/The_Approach.pdf

    Fiverr

    https://www.fiverr.com/

    Creative Destruction Lab (CDL)

    https://creativedestructionlab.com/

    Market Conduct: Life and Health Insurance Agent Supervision Framework

    https://www.fsrao.ca/media/9481/download

    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

  • Benchmarking in Group Benefits

    - CE Drive w/ Jason Watt S05E14

    Tech entrepreneur Matt Lister and Alex Mulders join Jason for a discussion about benchmarking and building a benefits marketplace.

    Supplementary Materials:

    CloudAdvisors

    https://www.cloudadvisors.ca/

    Trends and Statistics in Employee Benefits: A Quick Guide for Small Business Owners

    https://beniplus.ca/blog-trends-in-benefits/

    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

  • Academia and Financial Planning

    - CE Drive w/ Jason Watt S05E13

    Professor Jodi Letkiewicz, a professor at York University, joins Jason for a discussion of pursuing formal education in financial planning, as well the state of research in financial planning.

    Supplementary Materials:

    Jodi Letkiewicz

    https://profiles.laps.yorku.ca/profiles/jodilet/

    Sherman Hanna

    https://ehe.osu.edu/human-sciences/directory?id=hanna.1

    DEPARTMENT OF PERSONAL FINANCIAL PLANNING

    https://www.hhs.k-state.edu/pfp/

    ACADEMIC RESEARCH COLLOQUIUM

    https://www.cfp.net/initiatives/knowledge-for-practice/academic-research-colloquium

    Journal of Financial Planning

    https://www.financialplanningassociation.org/learning/publications/journal

    Financial Services Review

    https://www.financialservicesreview.com/

    Financial Planning Review

    https://onlinelibrary.wiley.com/journal/25738615

    Journal of Financial Therapy

    https://financialtherapyassociation.org/journal-of-financial-therapy/

    Journal of Financial Counseling and Planning

    https://connect.springerpub.com/content/sgrjfcp

    John G. Lynch, Jr.

    https://www.colorado.edu/business/leeds-directory/faculty/john-g-lynch-jr

    Financial Literacy, Financial Education and Downstream Financial Behaviors

    https://www.budgetchallenge.com/Portals/0/Documents/FinEd_Paper_Fernandes.pdf

    The Misguided Beliefs of Financial Advisors

    https://onlinelibrary.wiley.com/doi/abs/10.1111/jofi.12995

    The Financial Education Fallacy

    https://www.aeaweb.org/articles?id=10.1257/aer.101.3.429

    Advice Only Planners

    https://www.adviceonlyplanners.ca/

    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

  • Retirement Income Planning Tech Stack

    - CE Drive w/ Jason Watt S05E12

    Adam Bornn, a financial planner with a great YouTube presence, talks with Jason about the tools used in the 10 years before and after retirement.

    Supplementary Materials:

    Parallel Wealth

    https://www.parallelwealth.com/ourteam

    Parallel Wealth - YouTube Channel

    https://www.youtube.com/c/parallelwealth

    Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance

    https://rationalreminder.ca/podcast/234

    SNAP Projections GIS Modelling

    https://youtu.be/KUdQ7GL8kyc

    Kajabi

    https://kajabi.com/

    SNAP Projections

    https://snapprojections.com/

    DocHub

    https://dochub.com/

    OnceHub

    https://oncehub.com/

    Typeform

    https://www.typeform.com/

    Apply for or renew a property tax deferment program application

    https://www2.gov.bc.ca/gov/content/taxes/property-taxes/annual-property-tax/defer-taxes

    PlanEasy

    https://www.planeasy.ca/

    BCV Asset Management

    https://bcvassetmanagement.com/

    Open Policy Ontario

    https://openpolicyontario.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

  • Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11

    Paul Eeles, a group disability underwriter, explains how group long-term disability insurance is underwritten, focusing on specialty risks.

    Supplementary Materials:

    Camden Underwriting Agencies Inc.

    http://www.camden.ca/Company-Profile.aspx?sid=1ecc315f-c1ec-4f98-89e5-eeeec64ffbb0

    Sask. First Nations leaders call for government funding to fight high suicide rates

    https://www.cbc.ca/news/canada/saskatoon/saskatchewan-first-nations-on-track-to-be-number-one-for-suicides-in-the-world-1.6635965

    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

  • Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10

    Chris Enns, an opera singer turned financial planner, works with all sorts of artists and creatives. He educates Jason about the nuances of this underserved market.

    Supplementary Materials:

    Rags To Reasonable

    https://www.ragstoreasonable.com/

    Financial Planning Association of Canada

    https://www.fpassociation.ca/

    Spring Plans

    https://springplans.ca/

    Shannon Lee Simmons

    https://shannonleesimmons.com/

    Advice-Only Planner

    https://www.adviceonlyplanners.ca/

    Raising Your Fees It’s Not About The Money

    https://thefinancialtherapypodcast.com/raising-your-fees-its-not-about-the-money/

    SOCAN

    https://www.socan.com/

    Who has to pay instalments

    https://www.canada.ca/en/revenue-agency/services/payments-cra/individual-payments/income-tax-instalments/who-pays-instalments.html

    Wise

    https://wise.com/

    KOHO

    https://www.koho.ca/

    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

  • Dentistry and Benefits - CE Drive w/ Jason Watt S05E09

    David Stevenson, a dentist who works with the Ontario Dental Association, joins Jason and David Patriarche of Canadian Group Insurance Brokers for a discussion about the state of dental coverage.

    Supplementary Materials:

    Ontario Dental Association

    https://www.oda.ca/

    Royal College of Dental Surgeons of Ontario

    https://www.rcdso.org/Complaints-and-Investigations/resources-for-patients/fees

    CANADIAN GROUP INSURANCE BROKERS INC.

    https://cgib.ca/

    Non-insured health benefits for First Nations and Inuit

    https://www.sac-isc.gc.ca/eng/1572537161086/1572537234517

    Interim Federal Health Program: What is covered

    https://www.canada.ca/en/immigration-refugees-citizenship/services/refugees/help-within-canada/health-care/interim-federal-health-program/coverage-summary.html

    Dental Services (POC 4)

    https://www.veterans.gc.ca/eng/about-vac/legislation-policies/policies/document/1925

    Canada Dental Benefit

    https://www.canada.ca/en/revenue-agency/services/child-family-benefits/dental-benefit.html

    Changes to dental programs in Ontario

    https://www.health.gov.on.ca/en/pro/programs/dental/

    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

  • Digital Estate Planning

    - CE Drive w/ Jason Watt S05E08

    Erin Bury, founder of Wilful, an online digital estate planning platform, joins Jason for an episode dealing with digital estate planning tools.

    Supplementary Materials:

    Willful

    https://willful.co

    Epilogue

    https://epiloguewills.com/

    Canadian Legal Wills

    https://www.legalwills.ca/

    Canada Wills

    https://www.canadawills.com/

    ELECTRONIC WILLS NOW PERMITTED IN B.C.

    https://www.ahbl.ca/electronic-wills-now-permitted-in-b-c/

    How can we help our future selves?

    https://youtu.be/tJotBbd7MwQ

    New Legislation Allows for Electronic Wills, Improves Justice Accessibility

    https://www.saskatchewan.ca/government/news-and-media/2022/november/28/new-legislation-allows-for-electronic-wills-improves-justice-accessibility

    Bob Carter ALMI, GBA, LLQP, CIM

    https://www.linkedin.com/in/bob-carter-almi-gba-llqp-cim-3036591a/?originalSubdomain=ca

    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

  • Unintended Consequences of Trust Legislation

    - CE Drive w/ Jason Watt S05E07

    Elaine Tindall CFP CPA joins Jason for a discussion of the pending changes to trust reporting rules and a look at how those rules might impact your clients.

    Supplementary Materials:

    Elaine Tindall, CPA, CGA, CFP

    https://elainetindall.com/

    Legislation to make life more affordable and build an economy that works for everyone receives Royal Assent

    https://www.canada.ca/en/department-finance/news/2022/12/legislation-to-make-life-more-affordable-and-build-an-economy-that-works-for-everyone-receives-royal-assent.html

    Secrets of the FHSA and OAS

    https://cedrive.podbean.com/e/secrets-of-the-fhsa-and-oas/

    Planning for a child with a disability

    https://cedrive.podbean.com/e/planning-for-a-child-with-a-disability/

    Property transfer tax

    https://www2.gov.bc.ca/gov/content/taxes/property-taxes/property-transfer-tax

    Bill C-32: An Act to implement certain provisions of the fall economic statement tabled in Parliament on November 3, 2022 and certain provisions of the budget tabled in Parliament on April 7, 2022

    https://www.justice.gc.ca/eng/csj-sjc/pl/charter-charte/c32.html

    Case Summary for Pecore v Pecore

    https://canliiconnects.org/en/summaries/33319

    New rules for trust reporting are coming for 2023 returns

    https://www.cpacanada.ca/en/business-and-accounting-resources/taxation/blog/2022/october/new-rules-for-trust-reporting-are-coming#:~:text=The%20new%20regime%20will%20require,subject%20to%20enhanced%20reporting%20requirements.

    The New Canadian Trust Reporting Rules

    https://moodysprivateclient.com/podcasts/new-canadian-trust-reporting-rules/

    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

  • Live from CFP Board Colloquium

    - CE Drive w/ Jason Watt S05E06

    Jason reports back, solo, from the CFP Board Academic Research Colloquium in Washington DC.

    Supplementary Materials:

    2022 ACADEMIC RESEARCH COLLOQUIUM

    https://www.cfp.net/events/2022/10/2022-academic-research-colloquium

    Pe Metawe Consulting

    https://pemetawe.com/consulting/

    Antonio Gargano

    https://sites.google.com/site/antoniogarganojm/untitled

    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

  • Live from FTA Conference

    - CE Drive w/ Jason Watt S05E05

    Jason reports back, solo, from the Financial Therapy Association Conference in Denver.

    Supplementary Materials:

    Financial Therapy Association (FTA)

    https://financialtherapyassociation.org/education/conference-2022/

    A Beginners Guide to the PIC/NIC Analysis

    https://www.scottsdalepbs.com/a-beginners-guide-to-the-pic-nic-analysis/

    When can a person be liable for the actions of an Estate Trustee?

    https://podcasts.apple.com/ca/podcast/when-can-a-person-be-liable-for-the-actions/id136880425?i=1000581529280

    The Most Hated F-Word

    https://podcasts.apple.com/ca/podcast/the-most-hated-f-word/id1507212940

    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

  • Live from IAFP Symposium

    - CE Drive w/ Jason Watt S05E04

    Join Jason at the IAFP Symposium

    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