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Vancouver Conference 2019

Tuesday June 18, 2019

8:00 AM – 8:50 AM

Continential Breakfast

8:50 AM – 9:00 AM


Mike Englert
B. Ed., EPC

Faculty Member &  Compliance Officer CIEPS

 

 

 

Opening Remarks – Mike Englert B. Ed., EPC

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

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.

9:50

Coffee Break

10:00 AM – 10:50 AM

Isobel 

Isobel Mackenzie


Seniors Advocate, Province of British Columbia

Isobel's Bio


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.

 

10:50

Coffee Break

11:00 AM – 11:50 PM


Emma LeBrun


Canada Protection Plan

Emma's BIO

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.

12:00 NOON

  Buffet Lunch Provided

1:00 PM – 1:50 PM

Jim Ruta

Jim Ruta BA., RHU., EPC

Jim's Bio

Founding Faculty Member CIEPS

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.

 

1:50

Coffee Break

2:00 PM – 2:50 PM

Melanie
Melanie McDonald, LL.B, TEP


VP &
Regional Director, Trust & Estate Services

BMO Trust Company

Melanie's Bio

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.



3:00 PM – 3:50 PM


Barry
Barry LaValley

Barry's Bio

Retirement Lifestyle Center

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.”

 

4:00 AM –4:50 AM


Mike Englert
B. Ed.,

EPC Faculty Member &  Compliance Officer CIEPS

Mike's Bio

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.

 

4:50 PM

Closing Remarks, Adjourn & Enjoy Vancouver


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Toll Free Phone 866 833-8606  Toll Free Fax 866 209-5111
 

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