Enhancing the professionalism of financial advisors in the best interests of the consumer

Saugeen Chapter

 Upcoming Event Registration

Fall Update 2019 - From Vulnerability to Viability

 
Update 2019

 

UPCOMING EVENT

 

DISCOVER NEW IDEAS THROUGH VIDEO-TAPED 
INTERVIEWS WITH INDUSTRY EXPERTS

Mike RichardArthur FishEllen BessnerJason Heath, CFP®
Mike RichardArthur FishEllen BessnerJason Heath
Investment Planning, 
in an uncertain world
Today’s Senior Clients, 
using foresight to 
reduce risk
Facing Senior 
Client Issues,
 
head-on
Decumulation Planning, 
without running 
out of money

 

Frank Vanden Broek, CFP®

Frank Vanden Broek

Update 2019 
Moderator

Please JOIN us:
Engage in group discussion and case study activities designed to complement and deepen your knowledge in each key topic area.

Earn CE Credits for full seminar participation and additional CE Credits upon successful completion of the online portion available to you with your seminar registration.
 
Investment Planning, in an uncertain world Mike Richard Case Study Activity: Demonstrating the Value of Advice Today’s Senior Clients, using foresight to reduce risk Arthur Fish Discussion Activity: The TCP Best Practice Facing Senior Client Issues, head-on Ellen Bessner Discussion Activity: Pitfalls of POAs & Joint Accounts Decumulation Planning, without running out of money Jason Heath Case Study Activity: The Retirement Income Puzzle
Friday, September 13, 2019




Ways to help your clients live a stress free retirement!

Do you want to look after the largest retiring group ever?
Do you want to confidently help plan their lives in retirement?

Join us to learn:

The challenges around changes in corporate pensions from defined benefit to defined contribution and fee disclosure.  Recent trends in the financial advice industry are impacting the way you do business with clients. Regulatory changes have led us to fee disclosed client relationships and the way you provide financial advice must evolve. At the same time, Canadian pension plans aren’t what they used to be and clients are often left with a gap in their retirement income.  Join us as we take a closer look at each of these trends and how Sun Life Financial’s approach to financial and retirement planning can help you identify client needs at each stage of their retirement journey, recognize basic income gaps and provide appropriate solutions to help put certainty back into clients’ futures.


The fundamentals of retirement income planning and how you can develop comprehensive and tax efficient income plans for clients by layering income sources.  In this upcoming presentation you’ll discover your opportunity in the retirement income market and enhance your knowledge of key retirement income concepts. You will also understand tax considerations – the foundation of the retirement income plan and learn the steps to creating an effective retirement income plan.  


The 5 retirement risks: Longevity, Inflation, Market, Health, and Mortality and how we can mitigate all of these risks while attaining client's varying retiring goals/needs with one universal solution: GIF Solutions.





Friday, October 18, 2019




Christmas Social and Awards Night

Christmas Social including a wonderful meal and fellowship. Advocis awards will be announced and recipients will receive their award. Wrapped Gift Exchange Game- Everyone is to bring a wrapped gift of $25 value for the gift exchange
Friday, November 29, 2019





 President
David Middleton
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Heather Padfield CFP, CLU, CHS
Secretary
Dave Tiffin
Membership Chair
Wendy Adams
Program Chair
Kacie Pusztay
Professional Development Chair
Jason Finner CLU
Public Awareness Chair
Communication Chair
Dave Tiffin
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Dawn Kennedy CFP,CLU,EPC
Financial Literacy Chair
Institute Representative
Jason Finner CLU
Sponsorship Chair
Dianne Lucas CHS, CPCA, CAFA
GAMA Representative
Totem Pole Chair
Past President
Dawn Kennedy CFP,CLU,EPC
Directors
Rachel Desmarais CFP, CLU, CHS, EPC
Administrator
 Contact Information
David Middleton
 

Saugeen@AdvocisChapter.ca
www.advocissaugeen.ca