2024 On-Demand Fall Summit
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Best Practices for Successful Practice Succession
Member: / Non Member:
Optimal Practice Succession has been designed around advisors leaving a legacy as they seek to retire, passing the baton of leading their practice to the next generation. Learn the main elements involved to ensure smooth and value-creating successions, for both advisors and clients.
Credits:
- FP Canada: 1 Practice Management
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/ A&S
- ON: 1 Life
- SK: 1 Life
Navigating the Healthcare Challenges in Canada
Member: / Non Member:
Discover how Best Doctors Canada Insurance provides access to top-tier medical services worldwide. This session highlights the unique benefits of coverage, from emergency care to specialist consultations and extended hospital stays, empowering you to meet diverse medical needs globally.
Credits:
- FP Canada: 1 Product
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Understanding Assuris Protection
Member: / Non Member:
Explores how Assuris safeguards policyholders if a life and health insurer fails. Through real-life scenarios, you'll gain tools to reassure clients, enhance your knowledge, and provide peace of mind at the point of sale and beyond.
Credits
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/ A&S
- ON: 1 Life
- SK: 1 Life
Affording Senior Living
Member: / Non Member:
This session explores the costs of senior living, comparing retirement communities with homecare while debunking the "free aging at home" myth. Learn strategies to fund retirement living, invest home proceeds, access government benefits, and balance costs with preserving inheritance.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 A&S & General
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Navigating the Canadian Public/Private Healthcare Landscape
Member: / Non Member:
Dive into the beginnings of Universal Healthcare in Canada, how it has evolved over the years and most importantly. This session will assist the advisor in navigating private healthcare options such as insurance companies and other benefit providers for their clients.
Credits:
- FP Canada: 1 Product
- MFDA: 1 Professional Development,
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Managing your E&O Risk - Let’s Talk Claims
Member: / Non Member:
Familiarize yourself with common allegations and claim scenarios that could arise in your profession or personal life, and discover best practices to minimize the likelihood of claims being filed against you. Plus, how to ensure you are prepared for the process in the event you do need to report a claim.
Credits:
- FP Canada: 1 Practice Management
- MFDA: 1 Business Conduct – Other
- MB: 1 Life/A&S
- AB: 1 A&S & Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
The New Factory Thinker 2030
Member: / Non Member:
This presentation introduces financial advisors to ‘New Factory Thinking,’ a strategy for evolving beyond traditional financial services by focusing on innovation and creating new value. It outlines methods to grow a financial advisory practice by attracting higher quality clients, increasing profitability, and working more efficiently.
Credits:
- FP Canada: 1 Practice Management
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
What, Me Worry? Cybersecurity and the Independent Financial Professional
Member: / Non Member:
Knowing how to protect your business, and your client’s data begins with understanding the risk. Roberta Tasson, Senior VP of Professional and Financial Services, will reveal vulnerabilities like ransomware and phishing and provide a roadmap to protect your business and client data.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Business Conduct – Other
- MB: 1 Life/A&S
- AB: 1 Life & General
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
Why Advisors Need To Understand Pension Laws For Their Business Clients
Member: / Non Member:
Explore how pension laws can benefit entrepreneurs. Learn tax-saving strategies, advantages of upgrading from RRSPs to pensions, and tailored solutions for business clients' retirement planning needs.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life
A White Sheet of Paper Approach for a Decade Full of Surprises
Member: / Non Member:
Join Jonathan Lo, VP at AGF, as he examines the evolving macroeconomic and political landscape. Gain data-driven insights into market conditions, emerging investment opportunities, and strategies for navigating risks in an unpredictable world.
Credits:
- FP Canada: 1 Financial Planning
- MFDA: 1 Professional Development
- MB: 1 Life/A&S
- AB: 1 Life
- BC: 1 Life/A&S
- ON: 1 Life
- SK: 1 Life