Learn strategies to minimize taxes during your working years, at retirement and while structuring your estate.
Financial planning tax strategies can be a very powerful tool to maximize your income today, into retirement, and how much of your hard-earned dollars get passed on to the next generation. In this course, you will learn not only tax planning strategies for today, but also the basics of estate planning and how to use tax planning to maximize the value of your or your client's estate.
NOTE: This course is a combination of two of our most popular courses: Creating Wealth through Tax Planning and Strategies to Maximize your Estate Value
Speaker â– Coach â– Writer â– Business Owner â– Financial Planner â– Creator of Prosperity Retreats
Anna Knight is the Founder, Severance and Pension Specialist and Certified Financial Planner at Simplicity Financial (www.simplicityfinancial.ca).  She started Simplicity Financial with over 20 years of industry experience to empower Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates and strives to be the same for the community at large.  To learn more, please visit www.simplicityfinancial.ca   To elevate her impact and reach, Anna delivers her money management and wealth-building courses to corporations and a number of organizations online through her carefully curated courses. She also shared her valuable and time-tested wealth-building strategies in her latest book "The Million Dollar Difference" and collaborated with her colleague to create a 30-day financial healing journal, "My Financial Wellness Journal." In her well-established private practice, Anna offers fee-for-service financial planning guidance or gets retained by her clients to manage their financial affairs.  ​To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders. ​To provide investment management advice, Anna is a Financial Advisor with Desjardins Financial Independent Network. If her plans call for alterations or adding new life insurance solutions, Anna works as an Insurance Broker with Desjardins Financial Independent Network.  ​Before setting up her own independent practice, Anna worked for ICM, another independent MFDA dealer for several years, and Royal Bank of Canada, National Bank and Manulife Financial before that. She has not only extensive education in her field but also years of hands-on experience. ​As a wellness and fitness enthusiast, world explorer and dancer and mom, Anna ensures to keep on creating a work-life balance and encourages her clients to do the same.Â
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
