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Individual Pension Plan (IPP)

Retirement Compensation Arrangement (RCA)

Tax Savings for Incorporated Business Owners and Incorporated Professionals

15 CE Credit Webinar!

Only: $159.00 + TAX

Thursday May 22, 2025

1PM - 2PM (EST) Ontario Time

LIMITED ATTENDANCE FOR THIS ONE – REGISTER NOW!

Clark Steffy, MBA, RPA

Director, Actuarial & Consulting Services

Canadian Benefits Associates Inc.

Clark has specialized in the field of Executive and Ownership Retirement Savings Programs and Group Retirement Savings for the past 30 years.

Clark speaks at industry educational conferences in the areas of Individual Pension Plans and Retirement Compensation Arrangements, De-Risking and Behavioural Finance.

Clark has published articles and presented at industry conferences in the field of behavioural economics on topics including Choice Fatigue and Pension and Investment Committee Decision Making.

HOW YOU RECEIVE 15 CE CREDITS

BC, SK, ON - Attend the 1-hour webinar and receive 1 Life & A&S CE credits.

AB - AAIC #70447 - Attend the 1-hour webinar and receive 1 Life CE credits.

MB - ICM #41192 - Attend the 1-hour webinar and receive 1 Life & A&S CE credits.

After the webinar, you can complete up to an additional 14 CE credits by using our Online Courses Portal for a total of 15 CE credits.

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

Note to above - Check the Online Course Portal and see which courses will qualify for your ETHICS CE credit requirement for your Province or CFP Designation (FP Canada), AND do that course as part of your FREE ADDITIONAL ONLINE CE Credits that we are giving you for attending this webinar.

Any additional Online CE must be completed within 60 days.

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.

Pro-Seminars | www.pro-seminars.com