2024 Conference & AGM


Wednesday, May 8 @ 11:30 am – 12:30 pm ET

Meet the Producer

In this session, we will meet Laura Klaehn, CFP, CLU, CDFA, CHS, TEP who has been in the financial planning industry for over 30 years. Recognizing a gap in the market, she established Vision Financial Partners in 2003. Her vision was to create a boutique firm that specializes in the development and implementation of advanced strategic solutions, a niche that her extensive experience has uniquely equipped her to fill.

Laura’s professional mission is underpinned by a commitment to fostering collaborative partnerships, allowing her to concentrate her efforts on resolving challenges rather than on prospecting. Her distinctive approach and proven expertise have positioned her as one of the most sought-after consultants by top-tier financial advisors across Canada.

Her enterprise is founded upon the principle of integrity. Her fundamental conviction is that transparency and factual accuracy, especially in terms of numerical data, is the ultimate tool her clients need for making well-informed decisions.

Laura regularly speaks to groups of Accountants on how insurance functions in a corporate setting and from a tax perspective with a focus on how to read the illustration.

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) –


Robert McCullagh, CFP, CLU, CH.F.C., CHS

Chair, CALU Board of Directors, Financial Advisor, Benefit Planners Inc.

Laura Klaehn, CFP, CLU, CDFA, CHS, TEP

Vision Financial Partners Inc.


2024 Conference & AGM