All Episodes
CE Drive with Jason Watt — 97 episodes
Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23
A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22
Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21
Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20
Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19
Visualization in Estate Planning - CE Drive w/ Jason Watt S05E18
CALU 2023 - CE Drive w/ Jason Watt S05E17
Corporate Tax Planning - CE Drive w/ Jason Watt S05E16
Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15
Benchmarking in Group Benefits - CE Drive w/ Jason Watt S05E14
Academia and Financial Planning - CE Drive w/ Jason Watt S05E13
Retirement Income Planning Tech Stack - CE Drive w/ Jason Watt S05E12
Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11
Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10
Dentistry and Benefits
Digital Estate Planning
Unintended Consequences of Trust Legislation
Live from CFP Board Colloquium
Live from FTA Conference
Live from IAFP Symposium
Small Town Pharmacist and Benefit Plans
VIP Health Insurance
Commercial Real Estate Demystified
Understanding Realtors
Estate Planning Collaboration
AML in Real Life
Designing Small Group Products
Maintaining Standards at FP Canada
CFRs and OAs
Creditor Insurance Watchdogs
Secrets of the FHSA and OAS
Episode Delay Notice
How Comedy Drove Me to Financial Planning
Planning for a Child with a Disability
Appropriate Leverage using Insurance
Catastrophic and Routine Risks in Benefits Plans
Using a Digital Asset Manager
Investment Advice in a Fee Only World
Implementing the IPP and RCA
Advice Only Planning and DIY Investors
Joint Ownership and Why Jason Hates It
Using Tech to Improve Client Onboarding
Consumer Advocate
Regulation: Tales from the Front Lines
Professional Trustee Services
Financial Education using Technology
Family Law 101
Wealth Management and Financial Planning
The F-Word and Other Regulatory Concerns
Therapy Tools in a Planning Practice
Retirement Planning: Endowments and RRIF
IPP: A Masterclass
Property and Casualty Risks in Financial Planning
The Role of Financial Therapy
Intro to Impact Investing
Group Benefits: Two Perspectives
Advice-Only Planning
Pension Buyback in a Complex Case
Ethics Lessons from Season 3: Part1
Life Insurance Fundamentals
Retirement Planning Scenarios
Deciphering Cryptocurrency II
Deciphering Cryptocurrency I
The Truth About Health Care Preferences
Understanding the Leasing Business
Health Spending Accounts: A Deep Dive
Retirement Income Planning
TPAs and Other Acronyms You Need to Know
Nerding Out on Group Benefits
AML: Why it Matters
Advising Physicians
RDSP Specialist
Retirement Compensation Arrangement
Estate Planning Challenges for Financial Advisors
Introducing the CPP Calculator
Freelancing in Financial Planning
Workers Compensation Claims
Content Marketing and Client Communication
Group Benefits: Communication and Risk
Incapacity Planning
Cash Flow Planning For Business Owners
Contingency Planning for Business Owners
Mental Health and Underwriting
Life Insurance Leverage
Retirement Planning - Pensions and CPP Disability
RRIF Beneficiary Gone Wrong
Outsourced Chief Investment Officer - Part 2 of 2
Outsourced Chief Investment Officer - Part 1 of 2
Insuring Business Owner
Debt Management
A Quick Announcement
Incorporation Questions
Should My Client Incorporate?
Getting Started
Unconventional Solutions
Capacity Concerns
Generating Value For Clients