Upcoming 15 or 30 CE Credit Webinar!
Your Choice, You Choose!
Passing the Age-Ready AuditTM
Making the Grade with Aging Clients, Families & Prospects!
One of our Most Well-Attended Sessions!
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Thursday March 30th 2023
1:00 PM EST to 2:00 PM EST
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Join Age Well Solutions founder Jennifer Moir, BA (Hons), CHS, EPC, CRTS, DFP
to find out how your practice measures up to Age-Ready PracticeTM criteria.
You may only have one opportunity to convince your aging clients, their families or prospects that you and your firm are the financial professionals of choice to strategically and compassionately guide them through their aging experience. This session gives benchmarks and standards to strive for to make sure your clients and prospects know you have an Age-Ready PracticeTM , and the next steps to take to get you there.
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Drawing on her own family caregiver experiences, and over 20 years of related professional experience, Jennifer launched Age Well Solutions to provide the kind of compassionate, comprehensive and expert service that is needed to help individuals and families in today’s market place.
An Elder Care Planning Counselor (EPC), Certified Senior Relocation and Transition Specialist (CRTS), Certified Health Specialist (CHS), Jennifer is well qualified and experienced to lead her team of select professionals in offering practical solutions and Trusted Guidance to Aging Adults and Families.
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How it Works
Attend the 1 hour webinar and receive 1 CE credit. AB, MB & QC residents receive NO CE credits for the webinar, but will receive 15 CE or 30 CE online. Then choose between Option 1 OR Option 2.
OPTION 1 - After the webinar, you can complete up to an additional 14 CE credits by using our Online Courses for a total of 15 CE credits. AB, MB & QC residents, you will receive access so that you can complete 15 CE Credits by using our Online CE credit courses.
Only: $159.00 + TAX
OR
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OPTION 2 - After the webinar, you can complete up to an additional 29 CE credits by using our Online Courses for a total of 30 CE credits. AB, MB & QC residents, you will receive access so that you can complete 30 CE Credits by using our Online CE credit courses.
Only: $229.00 + TAX
Any additional Online CE must be completed within 30 days.
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A note about the CE credits - These CE credits can also be used for the following Regulators and Associations. Please check the appropriate website for further CE information.
MFDA - You can now choose MFDA credits ONLINE as part of your FREE ADDITIONAL ONLINE CE - CHECK OUR APPROVED MFDA Courses here MFDA APPROVED CE COURSES.
FP Canada - CFP Designation - Any CE credits earned from Pro-Seminars are considered "Verifiable" and could be used towards the FP Canada CE categories. FP Canada leaves it up to the CFP designee to determine what category these CE credits will fall into.
(IIROC) - Any CE credits earned from Pro-Seminars may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the IIROC Compliance and Professional Development requirements as set out in CE Rule 2650. Advocis - Any CE credits earned from Pro-Seminars are considered "Approved" CE credits for Advocis. Send your certificate to them so that these CE credits are included for your Advocis CE requirements.
Please note – If you hold an insurance license for another Province other than the Province where you live, please contact that Province for all the non-resident CE information requirements for that Province. The onus is on the advisor to obtain the most up-to-date CE information that pertains to them.
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