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"Strategic Solutions for a Changing Demographic" |
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Sunday May 31, 2026 - Grand Ballroom |
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| 5:00 PM - 6:00 PM | Registration in the Grand Ballroom |
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6:00 PM - 6:10 PM
Mike Englert
B. Ed., EPC
CIEPS |
Opening Remarks & Introduction of Keynote Opening Speaker |
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6:10 PM - 7:00 PM Opening Keynote Presentation
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7:00 PM - 8:30 PM |
Reception (Finger Foods, Punch) & Enjoy Niagara Falls |
| Monday June 1, 2026 - Grand Ballroom | |
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7:00 AM - 8:45 AM
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Registration in Grand Ballroom |
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8:45 AM - 9:00 AM
Mike Englert
B. Ed., EPC CIEPS |
Opening Remarks |
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9:00 AM - 10:00 AM
Peter Wouters RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU, CHFC, ACS, ALHC, CPCA, CHS, AFSI, EPC Founding Faculty Member & Faculty Chair CIEPS |
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10:00 AM - 11:00 AM Amanda Richards BA, CPCA, EPC CHARTWELL Retirement Residences Amanda's Bio |
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11:00
AM - 12:00 PM
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12:00 PM - 1:00 PM |
Buffet Lunch Provided - Grand Ballroom |
1:00 PM - 2:00 PM
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Future-Proof Your Practice: The Power of
Intergenerational Planning One of the most significant trends we currently see in the wealth management industry is the importance of helping aging clients plan for the next generation. The next generation of clients are often looking for different things from their financial advisors than their parents or grandparents. What Will The Advisor Learn From This Presentation? Financial advisors will learn how to build continuity, deepen client relationships, and strengthen their practice by engaging multiple generations in wealth planning. This session is especially relevant for advisors navigating aging client demographics, succession planning, and evolving expectations around legacy. It equips them to: * Future-proof their own advisory business. * Deepen multigenerational client relationships. * Position themselves as trusted legacy partners. Presentation Overview Throughout this presentation, April-Lynn will cover the following points to better prepare the financial advisor in addressing our changing demographics: 1. Understand the Mindset of different generations of clients - Recognize what different generations truly value 2. Identify the Risks of Avoiding Intergenerational Planning - Explain the financial, emotional, and relational consequences for clients and advisors when family planning is left unaddressed. 3. Evolve Their Role From Technical Expert to Family Facilitator - Develop skills in values discovery, communication, and guiding family conversations that build trust across generations. 4. Apply a Step-by-Step Intergenerational Planning Framework - Use a simple, repeatable process to identify ideal clients, introduce the topic, uncover family values, build a multigenerational plan, and lead the first family meeting. 5. Use Practical Tools to Support Family Continuity - Incorporate checklists, worksheets, agendas, and visual planning aids that help clients and heirs understand roles, expectations, and timelines. 6. Integrate Intergenerational Planning Into Their Practice - Position this work as a core service offering, strengthen client loyalty, and expand relationships to the next generation. 7. Take Immediate Action - Walk away with actionable next steps - including identifying three clients to start with, and implementing tools within 30 days. What our audiences have said about the speaker: * "April provided a down to earth and reasonable approach to improving current practices. This is excellent information." * "I want to thank you for being the only presenter of the day that didn't put me to sleep." * "You're right on the money." * "By far the best session for me." * "Fantastic mix of theory and practical." * "Great presentation! Very helpful." * "A well-rounded presentation that would serve as a blueprint for an advisor at any career level." * "Excellent presentation; topic was very fitting to today's markets. It really drove home how my business needs to change." * "A good reminder for me to stop and be introspective for a few minutes about our business." * "Great presenter. Very knowledgeable and motivational." |
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2:00 PM - 3:00 PM
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3:00 PM - 4:00 PM  Mildred Ababio, RN, BScN, MBA, CHE, GNC(c) Ababio Consulting Ltd. Mildred's Bio |
Advance Care Planning: The Missing Link in Strategic Retirement and Succession Planning As Canada's aging population reshapes the landscape of retirement and estate planning, financial professionals are being called to think more holistically about what it means to protect their clients' futures. Beyond investments, wills, and succession strategies lies an equally vital dimension - the human side of planning: health, values, and decision-making. What Will The Advisor Learn From This Presentation? In this engaging and practical keynote, Mildred Ababio explores how Advance Care Planning (ACP) can strengthen client relationships, reduce family conflict, and ensure a legacy of dignity and control. Drawing from her years of nursing and consulting experience, Mildred shares real-world insights into how unspoken health decisions can unravel even the most well-designed estate plans - and how proactive planning can prevent it. Attendees will learn how to integrate ACP discussions into client strategies, aligning financial security with values, preferences, and peace of mind. Presentation Overview This session challenges financial professionals to lead with empathy and foresight, ensuring every plan accounts not only for wealth, but for the person behind it. The presentation will feature an interactive blend of case studies, real-life scenarios. A video of a client sharing their story, and an explanation of what ACP entails. The role of financial advisors, available resources, and how ACP serves as a strategic solution aligning with retirement, estate, and succession planning. It will conclude with a compelling call to action. Key takeaways * Understand the critical role of Advance Care Planning in retirement and estate conversations * Learn communication strategies to help clients navigate sensitive decision-making * Explore how ACP enhances trust, continuity, and long-term client satisfaction * And much more! |
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4:00 PM - 4:15 PM |
Closing Remarks, Adjourn & Enjoy Niagara Falls |
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Tuesday June 2, 2026 - Grand Ballroom |
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7:00 AM - 7:45 AM |
Registration in Grand Ballroom |
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7:45 AM -
8:00 AM
Mike Englert
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Opening Remarks |
8:00 AM - 9:00 AM Greg Barnsdale, LCD, CFP, CEA, Author, Death Strategist www.DoNotIgnoreYourMortality.com Greg's Bio |
Effectively Elevating Estate Planning Engagement "Effectively Elevating Estate Planning Engagement" will highlight the vital importance of shifting our society's paradigm toward a more accepting view of the Death Positive Movement. It will reinforce themes of end-of-life planning, helping to reduce the stress of aging, leaving survivors more financially & emotionally resilient, more likely to get along & less likely to contest final wishes. What Will The Advisor Learn From This Presentation? For Canadian advisors, highlight the urgency of planning amid the "Great Wealth Transfer" and the tax implications of capital gains at death. Advisors will see this as a catalyst for action. To effectively elevate estate planning engagement, financial advisors must blend emotional intelligence, strategic tools, and proactive communication to make legacy planning feel purposeful, not just procedural. Presentation Overview This presentation will strategically incorporate themes of social capital improving through proactive planning, more meaningful legacies being created, the immense burden being relieved from our judicial system, and how this needs to be part of an "elbows-up initiative" to bolster the Canadian economy. Within this context, I will also share the journey involving my brain tumour diagnosis just after publishing, my experience on the front lines of death care, and how such relates to the Effective Ultruism Movement. Greg will cover the following throughout the presentation: 1. Reframe Estate Planning as "Legacy Design" 2. Facilitate Family Conversations 3. Use Visual and Scenario-Based Tools 4. Integrate Philanthropy and Purpose 5. Greg will offer a "Legacy Readiness Checklist" *Create a branded, print-ready checklist covering: *Will and POA status *Beneficiary designations *Digital assets *Family meeting held? *Charitable intentions documented? 6. Position Yourself as the "Quarterback" |
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9:00 AM - 10:00 AM |
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Jim Lyons RRC, Founder & President, |
Evolution Of Advice From Product-Sales Planning To
Guidance To Thrive In The AI-Era In the AI era, both smart technology and modern consumer expectations are moving faster than most advisory models - and the gap is widening. AI, Total Cost Reporting, and rising client expectations are already ahead of today's advice. Learn how to evolve your approach with Life Journey Guidance and lead clients with modern DB-style confidence. To thrive in the AI era, advisors must embrace AI as a strategic assistant - not a replacement - while doubling down on human-centric skills like empathy, judgment, and trust-building. Advisors who blend AI's speed and scale with human insight and empathy will not only survive - they'll lead. Advisors who thrive in the AI era are not just users - they're navigators. They guide clients through uncertainty, explain trade-offs, and communicate clearly about how AI supports - not replaces - their expertise. What Will The Advisor Learn From This Presentation? The advisor will learn what it takes by changing their mindset, having the right framework, and adopting the approach needed to thrive in the next decade of advice. Presentation Overview In this high-impact CE session, Jim Lyons shows you how to stay ahead by shifting from transactional advice to Life Journey Guidance, a human-centered approach that positions you as the confidence leader clients now expect. Jim will address the following: * AI Is a Tool, Not a Threat * Use AI to Amplify, Not Automate, Advice * Start with Low-Risk, High-Impact Applications * Integrate AI into Your Workflow - Not Just Your Tech Stack * Stay Vigilant About Accuracy and Ethics * Lead the Conversation |
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11:00 AM - 12 Noon |
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12:00 PM - 1:00 PM |
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1:00 PM
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Closing Remarks, Adjourn & Have a safe trip home |
Canadian
Initiative for Elder Planning Studies Inc.
203-4438 Ontario Street,
Beamsville, ON L3J 0A4
Toll Free Phone 866 833-8606 Toll Free Fax 866
209-5111
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