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.
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
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.
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
Learning Objective: To consider strategies that will help small business owners strengthen the resiliency of their business and financial business plan.
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.
Head of Responsible Investment, BMO Global Asset Management
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.
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.