2023 Conference & AGM


Wednesday, May 10 @ 7:30 am – 8:45 am ET

Living Benefits Issue Group Meeting

All delegates are welcome to join the Living Benefits Issue group for an informal discussion on living benefits insurance. You will learn about the amazing work we have been doing this past year and how we plan to carry it forward. This includes making Wage Loss Replacement Plans widespread, providing alternative planning for individuals who need long term care insurance and helping extend the disability benefit period past the age of 65. This discussion will be led by:

  1. Samual Waxman, CLU, CFP, CHS, CEA, Life and Living Benefits Insurance, Waxman Planning
  2. Steve Meldrum, B.Mgt, CFP, CLU, FEA, Swell Wealth Management

NOTE: This session is not eligible for CE credits.

CE Credits

The following list of CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) –
  • FP Canada –
  • Alberta Insurance Council –
  • Insurance Councils of Saskatchewan –
  • Insurance Council of Manitoba –
  • Chambre de la sécurité financière (Québec) –


Symposium Registration