2023 Conference & AGM

Program

Day Three – Tuesday, May 9

7:30 am – 9:00 am ET

Pancakes and politics

  • Daniel Blaikie, Member of Parliament for Elmwood—Transcona (MB), New Democratic Party of Canada
  • Adam Chambers, Member of Parliament for Simcoe North (ON), Conservative Party of Canada
  • Francesco Sorbara, Member of Parliament for Vaughan—Woodbridge (ON), Liberal Party of Canada

9:00 am – 9:15 am ET

Day 3 welcome

9:15 am – 9:30 am ET

Advocis update

  • Catherine Wood, CFP, CLU, TEP, CHS, MBA, MISt, ICD. D. (CALU associate), Chair of Advocis

9:30 am – 10:40 am ET

Client communications in Times of Crisis and Loss

Technology Spotlight – Using data to better your practice

  • Erin McKee, Vice President, Wealth Services and Insurance, Echelon Wealth Partners Inc.

10:40 am – 11:00 am ET

Refreshment break

11:00 am – 12:00 pm ET

Concurrent workshops II

12:00 pm – 2:00 pm ET

Lunch

Technology Spotlight – Necessary tools for your work folder

Tax and Estate planning

2:00 pm – 2:15 pm ET

Break

2:15 pm – 3:15 pm ET

Concurrent workshops III

  • Masterclass 2.0
  • When to involve a third-party administrator (TPA)?
    • Jane Bawtenheimer, Director, Business Development, Johnston Group
    • Gavin Mosley, CEBS, Group Benefits Consultant, Mosley Group Benefits
    • Moderator: Ed Hofstede, Vice-President, Consulting and Customer Service, AGA Benefit Solutions
  • Behavioural finance: Resilient advisor

3:15 pm – 3:45 pm ET

Refreshment break

3:45 pm – 4:45 pm ET

Pundits Panel

5:30 pm – 6:30 pm ET

Founding and Charter Members reception

  • By invitation only

TICKETS

Conference Registration