Program

Segment 1: AI in Finance: Striking the Right Mix

Alaeddine Jabri, CLU®, QAFP™, CHS™
Managing Partner, Longevity Achieved
Toronto, ON

Learning Objective: : Exploring how artificial intelligence can enhance the financial advisory landscape, balancing its implementation for optimal client satisfaction and advisor efficiency.

Interview Focus:

From the client perspective – Understanding the difference between transactions and advisory services
From the advisor perspective – Uncovering the advantages and identifying potential pitfalls of artificial intelligence

Case Study Activity: The Overwhelmed Financial Advisor

Learning Objective: Navigating the technological landscape for financial planning practices – conducting a comprehensive technology audit to determine what to retain, what to get rid of, and what new innovations deserve consideration.

Segment 2: Building Tax Legislation Awareness

Sterling Rempel, CLU®, CFP®, CIM®, TEP, MFA-P™

Certified Financial Planner, Founder & President, Future Values Estate & Financial Planning
Calgary, AB

Learning Objective: Understanding tax legislation and building smart and efficient strategies to empower financial solutions for individuals and business owners.

Interview Focus:

Helping individuals:

Become aware of housing taxation and legislation
Understand legislation and government programs impacting planning strategies
Navigate mandatory rules effectively
Develop business estate planning and transition strategies

Case Study Activity: Adapting to Unexpected Changes

Learning Objective: Developing a financial plan quickly when a business transition is needed due to health issues.

Segment 3: Balancing Priorities for Client-Centric Success

Stefano Pannu, CLU®, CFP®, CIM®, FCSI®
Principal, Noble Pannu Wealth Management Ltd.
Kelowna, BC

Learning Objective: Unlocking strategies for balancing competing priorities to deliver exceptional client attention.

Interview Focus:

Efficiency enhancement through technology solutions
Leadership empowerment through delegation and training
Elevating client engagement with opportunities in financial literacy

Case Study Activity: Next-Generation Wealth Management

Learning Objective: Developing a realistic financial plan for a young couple starting out in their careers who feel pessimistic about achieving their future dreams.

Segment 4: Outliving the Money

Pete Gillespie CLU®, MBA, MFA-P™
President, Gillespie Wealth Management and Estate Planning Inc.
Toronto, ON

Learning Objective: Helping clients have more control and confidence in their retirement and estate plans, through collaboration and engagement.

Interview Focus:

Engaging clients in strategies to outlive their retirement lifestyle
Collaborating with clients during the emotions of retiring
Exploring how retirement planning fits into the overall financial plan

Case Study Activity: Leaving a Lasting Legacy

Learning Objective: Developing a deeper understanding of the client and their wishes to optimize retirement income, mitigate risk, create an enduring legacy, and strategically reduce tax liability.