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CE Drive with Jason Watt
Claim This Podcastby cedrive
Podcast Overview
Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.
Language
🇺🇲
Publishing Since
8/21/2019
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Recent Episodes

November 6, 2023
Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23
<p class="p1">Tax Policy and Succession Planning</p> <p class="p1"> - CE Drive w/ Jason Watt S05E23</p> <p class="p2"> </p> <p class="p1">Jon Shell of Social Capital Partners joins Jason to discussion the implementation of the Employee Ownership Trust rules in the 2023 Federal Budget.</p> <p class="p2"> </p> <p class="p1">CE Credits: </p> <p class="p1">BC 1; AB Life 1; AB A&S 0; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1</p> <p class="p2"> </p> <p class="p1">Supplementary Materials:</p> <p class="p2"> </p> <p class="p1">Social Capital Partners</p> <p class="p1"><a href='https://www.socialcapitalpartners.ca/'>https://www.socialcapitalpartners.ca/</a></p> <p class="p2"> </p> <p class="p1">Taylor Guitars</p> <p class="p1"><a href='https://www.taylorguitars.com/'>https://www.taylorguitars.com/</a></p> <p class="p2"> </p> <p class="p1">FriesenPress</p> <p class="p1"><a href='https://www.friesenpress.com/'>https://www.friesenpress.com/</a></p> <p class="p2"> </p> <p class="p1">Ottawa reveals details of employee-ownership plan for businesses</p> <p class="p1"><a href='https://www.theglobeandmail.com/business/article-employee-ownership-plan-budget-2023/'>https://www.theglobeandmail.com/business/article-employee-ownership-plan-budget-2023/</a></p> <p class="p2"> </p> <p class="p1">Employee ownership trusts in Canada: Plan carefully to avoid unintended tax consequences</p> <p class="p1"><a href='https://www.millerthomson.com/en/publications/communiques-and-updates/tax-notes/june-8-2023/employee-ownership-trusts-canada-tax-consequences/'>https://www.millerthomson.com/en/publications/communiques-and-updates/tax-notes/june-8-2023/employee-ownership-trusts-canada-tax-consequences/</a></p> <p class="p2"> </p> <p class="p1">Amsted Industries</p> <p class="p1"><a href='https://www.amsted.com/'>https://www.amsted.com/</a></p> <p class="p2"> </p> <p class="p1">Should You Trust Private Equity to Take Care of Your Dog?</p> <p class="p1"><a href='https://freakonomics.com/podcast/should-you-trust-private-equity-to-take-care-of-your-dog/'>https://freakonomics.com/podcast/should-you-trust-private-equity-to-take-care-of-your-dog/</a></p> <p class="p2"> </p> <p class="p1">Remember to like and share! Leave a comment for Jason Watt down below. </p> <p class="p2"> </p> <p class="p1">Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education</p> <p class="p2"> </p> <p class="p1">Follow us on social media:</p> <p class="p2"> </p> <p class="p1">Facebook: https://www.facebook.com/BusinessCareerCollege/</p> <p class="p1">LinkedIn: https://www.linkedin.com/company/business-career-college/</p> <p class="p1">Twitter: https://twitter.com/BCCEdmonton</p>

August 2, 2023
A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22
<p class="p1">A Client Retiring on a Low Income</p> <p class="p1"> - CE Drive w/ Jason Watt S05E22</p> <p class="p2"> </p> <p class="p1">Ellen Covey of Elevate Financial discusses a client who is in the midst of retiring on a low income.</p> <p class="p2"> </p> <p class="p1">CE Credits: </p> <p class="p1">BC 1; AB Life 1; AB A&S .5; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1</p> <p class="p2"> </p> <p class="p1">Supplementary Materials:</p> <p class="p2"> </p> <p class="p1">Elevate Financial Strategies</p> <p class="p1"><a href='https://elevate.finance/'>https://elevate.finance/</a></p> <p class="p2"> </p> <p class="p1">Pension unlocking: non-hardship</p> <p class="p1"><a href='https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship'>https://www.fsrao.ca/consumers/pensions/events-may-affect-your-pension/pension-unlocking-non-hardship</a></p> <p class="p2"> </p> <p class="p1">Benefits2</p> <p class="p1"><a href='https://www.benefits2.ca/'>https://www.benefits2.ca/</a></p> <p class="p2"> </p> <p class="p1">Remember to like and share! Leave a comment for Jason Watt down below. </p> <p class="p2"> </p> <p class="p1">Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education</p> <p class="p2"> </p> <p class="p1">Follow us on social media:</p> <p class="p2"> </p> <p class="p1">Facebook: https://www.facebook.com/BusinessCareerCollege/</p> <p class="p1">LinkedIn: https://www.linkedin.com/company/business-career-college/</p> <p class="p1">Twitter: https://twitter.com/BCCEdmonton</p>

July 19, 2023
Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21
<p>Comparing Individual Health Insurance</p> <p class="p1"> - CE Drive w/ Jason Watt S05E21</p> <p class="p2"> </p> <p class="p1">Evan Morgan of CompareHealth joins Jason to discuss the product differences between various individual health insurance products.</p> <p class="p2"> </p> <p class="p1">CE Credits: BC 1; AB Life 0; AB A&S 1; SK 1; MB 1; ON 1; Advocis 1; FP Canada 1; IIROC 1; MFDA 1</p> <p class="p2"> </p> <p class="p1">Supplementary Materials:</p> <p class="p2"> </p> <p class="p1">Compare Health</p> <p class="p1">https://www.comparehealth.ca</p> <p class="p2"> </p> <p class="p1">Evan Morgan</p> <p class="p1"><a href='https://www.linkedin.com/posts/evan-morgan-b6b0a126b_healthinsurance-insurtech-activity-7066770973294792704-w3wp?utm_source=share&utm_medium=member_desktop'>https://www.linkedin.com/posts/evan-morgan-b6b0a126b_healthinsurance-insurtech-activity-7066770973294792704-w3wp?utm_source=share&utm_medium=member_desktop</a></p> <p class="p2"> </p> <p class="p1">Private Health Services Plan or Health Spending Account</p> <p class="p1"><a href='https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm'>https://www.taxtips.ca/smallbusiness/private-health-services-plans-and-health-spending-accounts.htm</a></p> <p class="p2"> </p> <p class="p1">Remember to like and share! Leave a comment for Jason Watt down below. </p> <p class="p2"> </p> <p class="p1">Want to earn Continuing Education credits for listening to CE Drive? Subscribe to our CE program: https://www.businesscareercollege.com/continuing-education</p> <p class="p2"> </p> <p class="p1">Follow us on social media:</p> <p class="p2"> </p> <p class="p1">Facebook: https://www.facebook.com/BusinessCareerCollege/</p> <p class="p1">LinkedIn: https://www.linkedin.com/company/business-career-college/</p> <p class="p1">Twitter: https://twitter.com/BCCEdmonton</p>
97 total episodes available
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