RRSPs After Age 71
By Jason Watt, CD, CLU
Here we are in February! Every advisor’s favourite season – RRSP season! Somehow Costco and Walmart don’t have an RRSP display and have somehow paid more attention to Valentine’s Day. At BCC, though, we are acutely aware of RRSP season. February is normally our slowest month of the year, as many of our clients are focused on RBonnRSP contributions.
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Canadian Group Insurance Brokers (CGIB) CE Seminar
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First time ever in the West.
A special invitation to our clients interested in CE focusing on group benefits. We welcome experienced advisors and those wishing to learn more.
Full day
events, in Toronto, Calgary & Vancouver.
Choose one of the following registration options:
1. Breakfast, and the 2 morning speakers
2. Lunch, and the 2 afternoon speakers
3. The Full Day, including Breakfast and the 2 morning speakers + Lunch, and the 2 afternoon speakers
For more information or to register, click on the location you would like to attend on your right.
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BOOK NOW!
SEATS ARE FILLING FAST!
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Penny would be pleased to answer any questions you may have.
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Elder Planning Counselor™ News
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We would like to extend a congratulations to all of our Elder Planning Counselor™ (EPC™) students who wrote and passed their exam in 2019!
Our winners from this term are Meriam, Sharlene, Paula, Kelvin & Aris. These lucky people got a 1 year subscription to Zoomer Magazine. Great Job!!
Our next set of live classes start March 2020, so be sure to register if you are looking to get your EPC™ designation.
Spring Dates: Mar 13, 20, 27 & Apr 3
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I was amazed to learn how little I really knew about the "elder" generation. The EPC course is full of thoughtful, valuable information and facts that will help my discussions with clients be more in-depth rather than just financial. Taking the course through the Business Career College was very time efficient, yet thorough and enjoyable... 5 stars to BCC.
-Manfred Offers, BA, EPC
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After completing my CFP designation through the Business Career College, my next goal was to achieve my EPC. The course outline allowed me to both focus on my business & take the course at the same time. Bob Watt, instructor, instructed in a way that I could implement the course material immediately into my practice and get results. Bob cares about each every student in his course and it was the same when I took the CFP course with his son Jason. Can’t say enough about BCC, they are leader for financial services learning.
-Kelvin Krips
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I would highly recommend this designation program to anyone who wants to diversify their practice and enhance their ability to work with elders with compassion and understanding. I enjoyed Bob sharing his knowledge & insight during the EPC seminars. It was fantastic to hear his stories and analogies and they were so pertinent to the information covered and definitely made for some thought-provoking conversations! I look forward to the opportunities that this designation presents.
-Sharlene Bell, EPC, CPCA
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I took my LLQP and EPC at BCC and the teachers Jason Watt and Bob Watt are both knowledgeable. I enjoyed Bob Watt's stories; with years of experience come words of wisdom. I am recommending BCC because it's worth every penny you spent.
-Carmelita (Millette) Suarez
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Financial Planning Summit 2020
Vancouver Advocis Chapter
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Jason Watt: Optimizing the Engagement Practice -
1 Professional Responsibility CE Credit
March 12, 2020
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United Way Red Tie Gala
BCC is sponsoring a table. United Way's is to make poverty #UNIGNORABLE! Featured guests are Hong De Cultural Athletic Association, among others.
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Please call Penny at 1-877-934-5577 for more information.
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Course of the Month
Chartered Life Underwriter® Designation
Course 255: Mar 10, 17, 24 & 30
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The CLU® designation provides the education needed to differentiate one's practice in complex wealth and estate-transfer markets placing designation-holders in the unique position of helping Canadians build and preserve wealth.
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Discounts
$20 off a BCC Course this month
Use code '
FEB2020
'
at checkout to receive discount.
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Coupon Valid Until February 29, 2020 AT 11:30PM MDT.
Valid with a minimum purchase of 2 months for basic subscriptions and any other products.
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CRA has replaced the T2202A form with the T2202 form
AND
updated the standards for issuing that form. Check out the short video and document below to find out how this change may impact you as a BCC student.
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Debt Management
Feb 2020
In these episodes, Jason and his guest, Ian, discuss debt payment and behaviours around debt.
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Stay tuned for more episodes
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Subscribe to get the latest episodes as they become available!
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Welcome Veronika! Our new Program Assistant, Veronika Thibert. She works closely with, Kelsey McGuinty, our Student Advisor from Calgary. Veronika will be assisting with the management of our CFP Certification Education Program.
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PEP Registration:
PEP registration is now full for March, and April will be filling up quickly! This course is to be completed over approx. 125 hours and contains 7 assignments plus the final assessment.
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REGISTER TODAY
Spring 2020
Webinar
May 8, 11 & 25
Webinar
May 19, 20 & 26
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Phoenix
Feb 13 & 14
Webinar
Mar 10
Apr 7
May 20
Group Insurance Symposium
Edmonton
Apr 21 & 22, 2020
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Webinar
Mar 13, 20 27
& Apr 3
Mar 10, 17, 24 & 30
June 02, 09, 16 & 23
Aug 05, 12, Sep 02, 09 & 30
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Webinar
Mar 2-5
Apr 27-30
July 20-23
Edmonton
Jun 1-4
Recorded Webinars Available
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* For Calgary, Edmonton & New Westminster CE dates, please contact us.
1-877-934-5577
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LLQP Comments
Bob Watt, EPC
Here we are 1 month into a new year and a new decade. We have already delivered 2 LLQP classes, one live session in Edmonton and 1 webinar for people from across Canada. The focus for the 1
st
seminar of each year since the inception of the current LLQP structure on January 1, 2016 is to incorporate the changes into the subject matter delivery that the course authors come up with each year. In the fall of each year the course authors, AMF from Quebec, release the latest edition which is currently the 6
th
Edition. There will always be updates based on changes in law, taxation, insurance products and insurance practice. This commitment to keep things current is one of the positive aspects of the current LLQP study program.
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Subscribe permanently to our
Monthly Newsletter
to keep on top of industry updates as researched by our subject matter experts, Jason & Bob Watt.
Click
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to subscribe.
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