9:00
AM - 9:30 AM Registration, coffee & pastries
9:30
AM - 9:40 AM Opening remarks
9:40 AM
– 10:40 AM Financial Literacy for All
Canadians – Jérémie Ryan, Director, Financial Literacy and Stakeholder
Engagement – Financial Consumer Agency of Canada (FCAC)
10:40
AM - 11:10 AM Junior Achievement -
panel
11:10
AM - 11:30 AM Break / Sponsor booths
open
11:30
AM - 12:30 PM A Collaborative Approach
to Estate Planning –
Cecilia de
Bold, Advanced Planning Strategist, Canada Life
John
Gilmour, Advanced Case Consultant, Canada Life
Fred
Kyriazis, Wealth and Tax Planning Consultant, Canada Life
The client
accountant is a trusted advisor, as are you, the financial advisor. Fred, John
and Cecilia use a whiteboard to help the client review their current state.
Working together with their trusted advisors, they identify gaps and opportunities,
maximizing tax efficiencies to achieve the stated goals.
12:30
PM – 1:20 PM Lunch & Networking
1:20 PM – 1:30
PM Sponsorship minute
1:30 PM
– 2:30 PM It’s One Thing to Write
the Application; It’s Another to Get it Issued – Michelle Roussin, AALU, ALMI,
CHS, President –
Underwriting, Done Right
Michelle's presentation
will make you re-think your own underwriting competitive edge and how you
choose to compete on this part of the application process.
2:30
PM Closing remarks