Home Program
Jackie McCann Scott, CFP®, CHS™
Certified Financial Planner, Lupin Planning Group Inc.
Conception Bay South, NL
Learning Objective: To explore ways financial advisors and financial planners can educate, motivate and engage their current and prospective clients as they help them navigate through persistently high stress levels.
Interview Focus:
Case Study Activity: The young family
Learning Objective: Using the financial plan review to ensure a young family is motivated to stay the course in stressful times.
Kusum Sen, CLU®, CHS™, RIS, CII®
Financial Planner, Desjardins Financial Security
Toronto, ON
Learning Objective: To discuss ways to help clients clarify their future care wishes and guide them in the implementation of a plan to get there.
Interview Focus:
Case Study Activity: Making informed decisions about care
Learning Objective: Discovering options for ageing in place and maintaining independence.
Warren Blatt, CLU®, CFP®, CHS™
Financial Security Advisor, WDB + Associates
Toronto, ON
Learning Objective: To consider strategies that will help small business owners strengthen the resiliency of their business and financial business plan.
Interview Focus:
Case Study Activity: The independent financial advisor with a small team
Learning Objective: The independent financial advisor through the many challenges of running their business now and into the future.
Nalini Feuilloley
Head of Responsible Investment, BMO Global Asset Management
Toronto, ON
Learning Objective: To increase awareness of the opportunities and pitfalls of today’s ESG investing landscape in ways that will be helpful to clients’ understanding and decision-making process.
Interview Focus:
Case Study Activity: Doing good for the promise of a better world.Uncovering a potential ESG interest for your client.
Learning Objective: Uncovering a potential ESG interest for your client.
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