Managing Financial Windfalls
 
The Financial Planning Association of Canada is pleased to invite you to our next complimentary educational event, Managing Financial Windfalls. This event, lead by Jason Watt, will take place on December 1, 2021 at 12pm EST. 

Recipients of financial windfalls are in a vulnerable position. In this session, we will discuss the ethical challenges of dealing with lottery winners, insurance claimants, and others who unexpectedly come into money. We will review relevant portions of the FP Canada Standards of Professional Responsibility. The intent is to give planners the tools to address these issues from in an ethical and practical way.

This session is approved for 1 FP Canada Professional Responsibility credit.

Jason Watt is a full-time instructor at Business Career College, and before this he served in the Canadian Armed Forces. He has taught at the Pearson Peacekeeping Centre and the Canadian Forces Peace Support Training Centre. Jason has also served overseas on four operations with the Canadian Armed Forces. He is the principal author of the course texts in the BCC financial planning curriculum.

Jason is active in his community and serves on the boards of the South Alberta Light Horse Regimental Association, McLeod Community League, and two committees of the Financial Planning Association of Canada. He provides volunteer financial coaching services to program participants at the Centre to End all Sexual Exploitation and the Norwood Child and Family Resource Centre. He is working to bring a pro bono financial planning model to Canada. Jason is an FPAC member, and serves on the Regulatory Affairs Committee, and chips in with the Pro Bono Committee from time to time.