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Under 5 Event
Are you under 5 years in business?
Join us to hear great speakers and for an excellent networking opportunity!
Location: Hudsons Canada's Pub, 401 21st St E, Saskatoon, SK Speakers will share their industry knowledge and experience from several perspectives. Come out and enjoy appetizers and a beverage. Cost: $5.00
Register today!
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Thursday, September 21, 2017
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UPDATE 2017 - Driving Client Value
Update 2017 will focus on four key areas critical for ‘Driving Client Value’ today:
- The New Tax Rules – what’s in, what’s out, what’s still under revision?
- Sticking to the Plan – on the road to retirement
- Making the Money Last – during retirement
- Estate Transition – are your executor clients prepared?
Update 2017 delivers a series of video interviews with subject experts.
- James W. Kraft, CPA, CA, MTax, CLU®, CH.F.C., CFP®, TEP, FEA
- Teresa Black Hughes, CLU®, CFP®, R.F.P., CIM, FCSI
- Aurora Tancock, CFP®, FLMI, AIAA
- Scot Dalton, CIP, CEA
- Moderated by Christopher George, CLU®, CHS®, CFP®, TEP
Earn up to 12 Institute Accredited CE credits. 6 CE credits earned when you attend Update 2017 seminar at your local Chapter. 6 CE credits earned for the self-study portion.
*Please note Update 2017 is not a live event.
Update 2017 - Driving Client Value
Monday September 25, 2017 Sheraton Cavalier, Saskatoon Seminar Agenda
7:30 am Registration
7:45am Breakfast
8:30 am
Introduction
The New Tax Rules – what’s in, what’s out, what’s still under revision
James W. Kraft
Activity #1: Case Study – Adjusting to the New Tax Rules
10:00 am
Break
10:15 am
Sticking to the Plan – on the road to retirement
Teresa Black Hughes
Activity #2: Case Study – Saving the Plan
12:00 pm
Lunch
12:45 pm
Making the Money Last – during retirement
Aurora Tancock
Activity #3: Case Study – To CPP or Not CPP?
2:15 pm
Break
2:30 pm
Estate Transition – are your ‘executor’ clients prepared?
Scot Dalton
Activity #4: Case Study – Executor Engagement
4:00 pm
Close
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Monday, September 25, 2017
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| Officers and Directors |
| First Vice President |
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| Second Vice President |
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| Treasurer |
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| Secretary |
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| Membership Chair |
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| Program Chair |
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| Professional Development Chair |
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| Public Awareness Chair |
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| Communication Chair |
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| Best Practices Chair |
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| Professional Conduct Chair |
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| Advocacy Chair |
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| Institute Representative |
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| Sponsorship Chair |
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| GAMA Representative |
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| Totem Pole Chair |
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| Past President |
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| Directors |
| Jordan Cleghorn |
| Rebecca May-Gorges |
| Janna LaRochelle |
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| Administrator |
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