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Upcoming 15 or 30 CE Credit Webinar!

Earn Your CE Credits in the Comfort of your Home!

How it Works
 
Attend the 1 hour webinar and receive 1 CE credit. AB, MB & QC residents receive no CE credits. 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.
 
You will have 60 days to complete them
 
Only: $109.00 + TAX
 
OR
 
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.
 
You will have 60 days to complete them
 
Only: $169.00 + TAX

Tuesday January 25th 2022
1:00 PM EST to 2:00 PM EST
Marc G. Séguin, MBA

Author and Speaker, Advocacy In Aging
Advocacy in Aging
Estate and healthcare planning for the living years. 

  • Help your clients with the difficult conversations about death, critical illness or loss of independence 
  • Integrate life transitions in your clients’ estate and financial plans
  • Assist your clients to build their advocacy team, with you as a key trusted advisor

Your clients are living longer, with a significant likelihood of some reduction in their ability to operate independently. Life transitions and longevity are upon them. Planning for the unplanned situations has become necessary. 

Marc introduces the Advocacy in Aging (AIA) planning framework for the aging years, providing your clients with the peace of mind that their affairs are well organized and ready for transition. By gradually assembling and nurturing a team of trusted advocates, your clients will develop the open communications and relationships that will provide the help to really manage, and ultimately transition, all aspects of financial, physical and mental affairs.

Most people are hesitant to talk about money, death, critical illness or loss of independence, especially with family.

Strengthen client satisfaction and retention, expand family relationships, and attract new customers by guiding your clients through the aging plans and conversations.  

Topics Covered:

  • Demystifying estate and healthcare planning using the 5-pillar approach
  • Structuring financial plans that are easy to understand and transition
  • Compartmentalizing the financial needs and assets over one’s lifetime
  • On-going engagement of family and trusted parties 
  • Organizing, consolidating and downsizing assets, including principal and secondary residences
  • Seamless transitions of financial and personal care management

Themes:

Financial planning, estate transition, wills, power of attorney, downsizing, sustainable client engagement, estate organizer

About Marc Séguin:
  
After a successful career launching and commercializing innovations in telecom and entrepreneurial start-ups, Marc turned his attention to the challenges of financial and personal care management for seniors. He has helped many families including his own, plan for and deal with the inevitable changes in life that aging brings. These experiences have led him to crystallize an approach, in everyday language, to maintaining continuity in financial affairs and personal care. Marc, a father of 3 boys, and grandfather, lives in Ottawa with his wife of 35 years. He is an avid skier and loves the outdoors.
How it Works
 
Attend the 1 hour webinar and receive 1 CE credit. AB, MB & QC residents receive no CE credits. 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.
 
You will have 60 days to complete them

Only: $109.00 + TAX
 
OR
 
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 15 CE Credits by using our Online CE credit courses.
 
You will have 60 days to complete them
 
Only: $169.00 + TAX

* Approved CE credits for Advocis - As per their rules and guidelines.

** FP Canada - CFP Designation Verifiable CE credits -NOTE - Maximum of 7 CE credit hours daily. These CE Credits could be used a specific amount for the following CE categories of CE credits - Financial Planning, Practice Management, Professional Responsibility, Product Knowledge or Giving Back as per the definition of each. 

Please check the applicable websites for more information.
Pro-Seminars | www.pro-seminars.com