2023 Conference & AGM


Monday, May 8 @ 11:00 am – 12:00 pm ET

Group Retirement Services (GRS) Mastery – Best Practices & Compliance Update & The Future

With as many as five generations in the workplace today, Employer Sponsored Total Rewards Programs are continually challenged to meet the needs of a diverse and rapidly changing employee Plan Member community.

This presentation will provide Mastery and Guidance to assist the Group Retirement Services (GRS) Advisor wishing to evolve and add value in the delivery, advisory and ongoing needs of employer sponsored savings and retirement programs, for all Plan Members and beneficiaries.

In addition, the presentation will provide a brief overview of proposed key compliance changes, responsibilities and opportunities for GRS advisors working in this space.

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) –


Ian Burns
David Burns & Associates
Harry Matheis, FEA, CHS, RIS EPC
Matheis Financial Group


Conference Registration