Connecting the Dots: Turning Complex Plans into Client Clarity
An Integrated Approach to Insurance, Pensions, and Estate Planning
From our powerful half-day summer livestream, this three-part mini series has three of Canada’s top financial minds tackle one critical question: How do you bring all the moving pieces of a financial plan together into one cohesive strategy?
Featured Speakers:
Kenneth Doll, BA, B.Comm., MA, CFP, CLU, TEP, ICD.DJean-Pierre Laporte, BA, MA, LLB, RWM
Jos Herman, CPA, CA, CFP, CLU, TEP
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It All Starts With A Plan
Member: / Non Member:
Certified Financial Planner Ken Doll uses a case study to show how a comprehensive financial plan brings clarity, coordination, and confidence to clients. With nearly 30 years of experience, he highlights how a well-structured plan acts as a blueprint for collaboration and helps advisors deliver more holistic, value-added service.
Credits:
- FP Canada: 1 Financial Planning (#17983)
- MB: 1 (#47363)
- AAC: 1 Life, (#72786)
- MFDA: 1 Professional Development, (#1000009424)
- BC: 1 Life and/or A&S , (#47363)
- ON: 1 Life
- SK: 1 Life
Building a Strong Retirement Foundation: The Power of the Personal Pension Plan
Member: / Non Member:
Pension expert Jean-Pierre Laporte uses a case study to show how high-earning professionals can significantly boost retirement savings with a Personal Pension Plan (PPP®) and Retirement Compensation Arrangement (RCA). This session highlights how these tools offer greater tax efficiency and long-term value than traditional RRSPs, especially for incorporated business owners.
Credits:
- FP Canada: 1 Financial Planning (#17982)
- MB: 1 (#47362)
- AAC: 1 Life, (#72785)
- MFDA: 1 Professional Development, (#1000009423)
- BC: 1 Life and/or A&S , (#47362)
- ON: 1 Life
- SK: 1 Life
Integrated Wealth Planning - Death and Taxes
Member: / Non Member:
This session, led by Jos Herman of Resources & Solutions, provides advisors with practical tools and her “Triple Threat” approach to tackle tax, estate, insurance, and legal planning in an integrated way. Drawing on 25+ years of experience, she shows how coordinated strategies better serve entrepreneurial clients and avoid costly oversights.
Credits:
- FP Canada: 1 Financial Planning (#17981)
- MB: 1 (#47361)
- AAC: 1 Life, (#72784)
- MFDA: 1 Professional Development, (#1000009422)
- BC: 1 Life and/or A&S , (#47361)
- ON: 1 Life
- SK: 1 Life