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Craig and Ian join Jason for a discussion about how Ian, a financial planner, integrates Craig’s estate planning practice into his client interactions. Subscribe at the CE Drive Po...

AML in Real Life

Paul joins Jason for a discussion about AML issues and how they show up on the ground in human trafficking operations. Subscribe at the CE Drive Podcast Page to get access to Quiz...

Jordan Bulhoes of BBD joins Dave and Jason for a discussion around the first renewal of the Catastrophic Health Insurance Plan. Subscribe at the CE Drive Podcast Page to get access...

Executive Director of Standards and Enforcement Damienne Lebrun-Reid joins Jason for a discussion of the development and enforcement of the standards that financial planners operat...

CFRs and OAs

Compliance officer Bill Donegan joins Jason for a discussion of the important changes required of advisors under the Client Focused Reforms. Subscribe at the CE Drive Podcast Page ...

Insurance pro Matthew Inglis has done a deep dive into creditor insurance. Join Matthew and Jason for a look at the differences between individual insurance and group creditor prod...

Financial Planner Aaron Hector joins Jason for a conversation revealing some tips and tricks with OAS and the new Tax Free First Home Savings Account.   Subscribe at the CE Drive P...

Episode Delay Notice

Due to technical difficulties, season 4 episode 21 will be delayed until Jun 22.  Thank you for your patience and understanding. 

Financial Planner and YouTube celebrity Kent Tilley joins Jason to discuss his transition from a career shop to independent financial planner. Subscribe at the CE Drive Podcast Pag...

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