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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 June 18th, 2026

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.

This is How You Will Receive your 15 CE Credits:

BC, SK, ON & Atlantic Canada Advisors - View the 1-hour webinar and receive 1 Life & A&S CE credit. After the webinar is completed, you will have access to an additional 14 CE credits by using our Online Courses Portal for a total of 15 CE credits.

AB resident Advisors (AIC# 70447) - View the 1-hour webinar and receive 1 Life CE credit. After the webinar is completed, you will have access to an additional 14 CE credits by using our Online Courses Portal for a total of 15 CE credits.

MB resident Advisors (ICM# 45624) - View the 1-hour webinar and receive 1 Life & A&S CE credit. After the webinar is completed, you will have access to an additional 14 CE credits by using our Online Courses Portal for a total of 15 CE credits.

QC resident Advisors - will not receive any CE credits for attending the webinar, but after the webinar is completed, you will have access to complete 15 CE credits by using our Online Courses Portal.

You'll have 60 days from the webinar to complete the additional online hours.

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.

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 - Please note - This presentation can count towards General CE requirements. Effective January 1, 2025. FP Canada's CE requirements are now grouped into three categories: Financial Planning, Professional Responsibility, and General CE including Giving Back. CE in the Financial Planning & Professional Responsibility category must be accredited by FP Canada.

General CE - Does NOT NEED TO BE ACCREDITED by FP Canada to meet FP Canada's requirements. View all the General CE information HERE.

Please view our Financial Planning & Professional Responsibility - FP Canada Approved Courses. In addition, and as per the definition of FP Canada, you can use many of our other available courses towards your General CE requirements.

(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.

Certificates, payment receipts and online instructions will be emailed directly after the webinar.

Pro-Seminars | www.pro-seminars.com