CE Drive with Jason Watt
Introducing the CPP Calculator

Introducing the CPP Calculator

October 14, 2020

Join Jason and financial planner and entrepreneur David Field for a discussion of David’s online CPP calculator.

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Supplementary Materials:

Papyrus Planning

CPP Calculator

Crafting A Withdrawal Policy Statement For Retirement Income Distributions

 

Freelancing in Financial Planning

Freelancing in Financial Planning

September 30, 2020

Join Jason and financial planner Alexandra Macqueen for a wide-ranging discussion concerning a range of financial planning issues.

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Supplementary Materials:

Open Policy Ontario

Caring for Clients

Kitces & Carl

Financial Services Regulatory Authority of Ontario (FSRA)

Warning: Unsolicited Career Advice

Insurance Council of British Columbia

Financial Planning Association of Canada

Workers Compensation Claims

Workers Compensation Claims

September 16, 2020

Join Jason and lawyer Howard Goldford discussing how WCB in Alberta administers claims, how disputes are handled, and how this relates to other income loss benefits.

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Supplementary Materials:

Goldford Law Office

Content Marketing and Client Communication

Content Marketing and Client Communication

September 2, 2020

Join Jason, Shawn, and Corey for a discussion about using social media and podcasts as tools for marketing and client communication.

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Supplementary Materials:

Mind And Money

ECIVDA - Financial Planning Boutique

Kitces & Carl

Dr. Brad Klontz on TikTok

Group Benefits: Communication and Risk

Group Benefits: Communication and Risk

August 19, 2020

Join Jason and Lori for a discussion about group benefits.

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Supplementary Materials:

"Perspective" in Employee Benefits: From a Professional Practitioner
Shift (podcast)
CLHIA announces withdrawal of Guideline G19

Business Valuation

Business Valuation

August 5, 2020

Join Jason and Certified Business Valuator Eric Mah for a discussion of business valuation principles.

 

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Incapacity Planning

Incapacity Planning

July 22, 2020

Join Jason and Erin for a discussion of incapacity concerns, followed by Jason discussing policies and procedures for testing a client’s capacity.

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Supplementary Materials:

Cash Flow Planning For Business Owners

Cash Flow Planning For Business Owners

July 8, 2020

Join Jason and Lisa for a discussion of cash flow planning for business owners.

 

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Supplementary Materials:

 

Contingency Planning for Business Owners

Contingency Planning for Business Owners

June 24, 2020

Join Jason and Erin for a discussion of the perils of business owners who haven't done sufficient personal planning, and how the advisor can help mitigate these concerns.

 

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Mental Health and Underwriting

Mental Health and Underwriting

June 10, 2020

Join Jason and Jessica for a discussion of insurance underwriting.

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 Supplementary Materials:

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