Brent Joyce, CFA®, PFP
VP, Investment Strategist, Mackenzie Investments
Learning Objective: To understand the economic indicators that could influence the performance of financial markets and consider the impact that may have on clients.
Case Study Activity: Cash-Flow Planning in Retirement
Learning Objective: To help determine potential biases and find ways to ensure the advisor, employees and clients fit seamlessly into the new practice.
Elke Rubach LLB, LLM, CLU®, CFP®,FEA™, MFA-P™
Principal, Rubach Wealth
Learning Objective: Considering how clients about to retire or already in retirement can balance their legacy planning objectives with immediate family support pressures and their lifetime cash flow needs.
Case Study Activity: Helping Adult Children & Protecting Retirement.
Learning Objective: To develop a plan for young clients to purchase their first home while protecting their parents’ retirement.
Christie Coltman, CLU®, CFP®
Financial Planner, Manulife Securities Investment Services Inc. Bewley & Coltman Financial Services
Learning Objective: How financial advisors and planners can build client trust and deepen relationships through the implementation of recent Client Focused Reforms in all aspects of their client relationships. .
Case Study Activity: Protecting Senior Clients
Learning Objective: To understand the steps a financial advisor or planner will take if they are concerned their senior clients may be affected by outside influences from an adult child given the new Client Focused Reforms.
Kim G. C. Moody FCPA, FCA, TEP
CEO & Director, Moodys Private Client / MoodysTax
Learning Objective: To understand the taxation and related issues for owners of private businesses when dealing with succession planning such as planning for a sale of the business or an inter-generational transfer of that business.
Case Study Activity: Succession Planning
Learning Objective: To create a succession plan for a small business owner wanting to pass the business onto their daughter, who has a fresh perspective on bringing the business forward using technology and innovation.