Vancouver Conference 2019
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Tuesday June
18, 2019
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8:00
AM – 8:50 AM
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Continential
Breakfast
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8:50 AM – 9:00 AM
Mike Englert
B. Ed., EPC
Faculty Member & Compliance Officer CIEPS
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Opening Remarks –
Mike Englert
B. Ed., EPC
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9:00 AM –9:50 AM
Peter Wouters, RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU,
CHFC, ACS, ALHC, CPCA, CHS, AFSI, EPC
Founding Faculty
Member & Faculty Chair CIEPS
Peter's BIO
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Making
the Connection:
Strengthening the Relationship
Gone are the days of the one
size fits all approach to financial, estate and retirement
planning, if those days ever could withstand close scrutiny.
Ongoing studies and feedback from consumers are unveiling
new realities about what's important to them, how they want
to be treated, the importance of a holistic approach to
client development and why it's relevant for professionals
who service them.
This session provides thoughts and factors that show how
embracing holistic, comprehensive financial planning can
provide a way for advisors to survive, let alone thrive
in this much more demanding, discerning and disruptive
world. Attendees will learn how this approach focuses on
helping aging clients achieve their financial and life
goals. Equally important, attendees will find out how It
helps clients achieve their life purpose and sense of
fulfilment. It can do these things while providing
clients with a roadmap to navigate the difficult
decisions they need to make in their lives—many of which
have financial implications.
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9:50
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Coffee Break
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10:00 AM – 10:50 AM
Isobel Mackenzie
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Seniors Advocate, Province of British Columbia
Isobel's Bio
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Seniors in British Columbia
B.C.’s Seniors Advocate Isobel Mackenzie will touch on
some of the issues today’s seniors are facing, including
housing, health and income challenges and the role of
the Seniors Advocate.
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10:50
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Coffee Break
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11:00 AM – 11:50 PM
Emma LeBrun
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Canada Protection Plan
Emma's BIO
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Simplified Financial
Strategies for Achieving Peace of Mind
Our lives are filled with many difficult financial scenarios
that can ultimately leave us feeling confused, stressed and
unsure of the future.
This is especially true for the
aging population of Canadians, many of whom are underinsured
or have not saved enough for retirement.
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12:00 NOON
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Buffet Lunch Provided
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1:00 PM – 1:50 PM
Jim Ruta
BA., RHU., EPC
Jim's Bio
Founding Faculty
Member CIEPS
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What does Life Insurance have to do with Retirement?
The proper application of life insurance, well before and in
retirement can have a significant impact on the quality of
the retirement experience, not just their legacy like you
might expect.
This is particularly true for
the new Hybrid Retirement style developing with boomers
today.
This presentation draws on Jim Ruta’s book, “Don’t Worry,
Retire Happy – Seven Steps to Retirement Security for
Canadians” and gives advisors and consumers an insider’s
look at why they want to include life insurance in their
retirement planning.
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1:50
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Coffee Break
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2:00 PM – 2:50 PM
Melanie McDonald, LL.B, TEP
VP &
Regional Director, Trust & Estate Services
BMO Trust Company
Melanie's Bio
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Divide the Assets: Unite the Family –
How To Best Navigate Complicated Family Dynamics When Estate Planning
Melanie Mcdonald will advise
how best to navigate complicated family dynamics when
estate planning in Canada.
Some of the key points that Melanie will cover in this
presentation are:
What is the Issue?
Second marriages and blended families often give rise to
increased complications in succession planning.
A modern family may also have to contend with
complexities such as owning unique legacy assets,
businesses, farms and cottages that can be challenging
to divide and pass on to the next generation.
What does it mean for me?
Following a death where proper estate planning has not
been completed, advisors are often presented with
issues, misunderstandings and family conflicts that must
be resolved.
What can you take away from this presentation?
Since estate planning takes time, in-depth discussions
should begin early to work through these issues, with
the goal of creating a more thoughtful and efficient
distribution of estate assets, and also building a
united family over generations.
Melanie will also cover a few other important issues and
provide some planning tips.
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3:00 PM – 3:50 PM
Barry LaValley
Barry's Bio
Retirement Lifestyle Center
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The Retirement Advisor –
Effectively Communicating with Maturing Clients
In this session, Barry LaValley looks at the retirement
and aging issue that advisors need to understand to
provide relevant advice to clients.
He looks at social, health and financial issues
that clients face and the best ways for the advisor to
communicate with them.
Included is a discussion of Retirement Discovery,
Government programs, marketing and creating a valuer
proposition for a maturing marketplace.
This material is based on Barry’s book, “So You Think
You are Ready to be a Retirement Advisor.”
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4:00 AM –4:50 AM
Mike Englert
B. Ed.,
EPC Faculty Member & Compliance Officer CIEPS
Mike's Bio
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Self Actualization: The Final
Stage in Holistic Aging
The
ultimate goal of “holistic aging” (with its’ focus on
addressing biological, psychological, social, cognitive and
aesthetic needs) is a state of self
actualization.
People who are self actualized are objective, creative and
spontaneous. They’re also unpretentious, unconventional and
independent thinkers who have a great appreciation of basic
life experiences.
Sadly only about 2% of the
population becomes self actualized. Most people – including
most elders – are fearful, closed and defensive. Their
thinking tends to be subjective, constrained and
conventional. They lead lives of quiet desperation and never
reach their full potential.
In this presentation we will look at some of the key
traits of people who are self actualized in order help
build a road map to
self actualization - a roadmap that should prove
helpful to both us and our elder clients.
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4:50 PM
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Closing Remarks, Adjourn & Enjoy Vancouver
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SPONSORS
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