2023 Conference & AGM

Program

Day Three – Tuesday, May 9

7:15 am – 9:00 am ET

Pancakes and politics

9:00 am – 9:15 am ET

9:15 am – 9:35 am ET

Address by Peter Julian, M.P. and House Leader and Deputy Critic for Finance for the NDP

9:35 am – 10:45 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.

10:45 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

3:15 pm – 3:45 pm ET

Refreshment break

3:45 pm – 4:45 pm ET

5:30 pm – 6:30 pm ET

TICKETS

Symposium Registration