The Toronto Spring Summit is back! On May 24 & 25, 2023, join us LIVE to learn from industry experts, network with like-minded professionals, earn CE credits towards your licenses and professional designations, and much more.
Earn up to 10 hours of CE for:
The total number of credits available for each licensing type may vary.
We'll be joined by many knowledgeable speakers, ready to share their insights and how you can take your business to the next level. View the event sessions below for more details and download the full schedule!
As trusted partners, financial professionals are often privy to the personal lives of their clients. When clients experience major life changes, they look to those in their inner circle to provide reassurance, guidance, and expert advice. As clients continue to age in greater numbers, questions around the financial implications and considerations for many life changes arise ranging from retirement to end-of-life care needs. Are you prepared to have difficult conversations with your clients?
This interactive session between Chartwell Retirement Residences and IFB will balance considerations about life changes affecting older adults and practical advice for initiating and navigating relevant topics.
Difficult conversations can be tough to initiate but in this informative session, you will learn about best practices for identifying when, where, and how, to have them to better serve your clients.
This presentation will discuss the concept of Cascading Life Insurance and its tax efficiency for intergenerational wealth transfers. Cascading life insurance is a concept based on the grandparent or parent buying a permanent life insurance policy on the life of a grandchild or child. This strategy allows wealth to accumulate on a tax sheltered basis, to later be transferred in a tax efficient way.
During our presentation we will walk you through the concept to help you understand the steps to put it in place and how it can be of benefit to your clients. We will review a case study using a PAR whole life solution as an example to showcase the potential future growth and tax efficiency of the transfer.
We will also review the key features available in our PAR whole life solution and how our team can help you understand how this solution can meet your clients needs.
Despite the Fraser Institute’s opinion that Canada’s not a good example of universal healthcare, our system is perceived around the world to be among the best, and a shining example of what healthcare should be.
Of course, living here gives you a different perspective that warrants real alarm, as outlined by the Canadian Medical Association’s latest findings.
Their inquiry found Canada to have the lowest ability among 11 developed Commonwealth nations to get a same-day or next-day appointment, has the highest share of patients who wait two months or more for a specialist appointment and a higher share of patients who wait four months or more for elective surgery.
This alarming trend, coupled with the massive exodus of trained Canadian medical professionals from the field due to the COVID-19 pandemic, especially in the field of emergency medicine, has the Canadian single-payer healthcare system on the ropes.
Learn how healthcare is going to continue to change in Canada and what you can do to prepare yourself and your clients.
Are you talking to your clients about navigating the healthcare world and accessing better care?
Aiming to help Financial Advisors understand and mitigate risk, this session will provide guidance on how to recognize, think about, and manage different types of cyber-security and privacy-related issues. We will explore some commonly seen scenarios, such as emails sent to incorrect recipients, receipt of suspicious or fraudulent instruction, and system compromise. The session will offer some guidance on what can be done to address these issues when they do arise, and review what investigation and mitigation might look like. As security-related risk is not avoidable, it is all the more important to be aware of what could happen, and what to do in the event a risk does materialize, in order to minimize impact.
When is the correct time to begin my planning? While working with thousands of advisors and agents across North America it's the one question Roland Chan, CEO of FindBob, and his team hear the most. Roland will share some things to consider when it comes to succession planning and why it is much, much more than just about your retirement. Spoiler alert: the correct time to begin is NOW.
It’s not just our clients who are aging and facing the life changes that come along with growing older. Financial professionals need to take a close look at their own future and how to plan for the future of their business and their lives. You’ve invested a lifetime in your practice, so you owe it to yourself, and your family, to treat that investment with the same care you show your clients. IFB President and Chairman, Sheldon Stier, will walk you through the key compliance practices that will add value to your book, and what you can do to be prepared for unexpected absences from your business or a planned future retirement. Find out about the resources available to financial professionals and the tools you need to be ready for whatever is coming up next.
As a licensed financial professional, carrying E&O insurance is a mandatory licensing requirement or you may offer this product to your clients. Join Roberta Tasson, a partner at The Magnes Group, as she provides an overview of E&O policies, including common plan features, exclusions, and trends in the professional liability market. With years of experience providing tailored insurance and risk management solutions to niche markets, Roberta will demystify the intricacies of E&O insurance and equip you with the knowledge you need to make informed decisions for yourself and your clients.
In this must-attend session, behavioural finance expert, Sasha Tregebov, will explore the impact of behavioural finance on financial decision-making. You’ll gain an understanding of key concepts such as loss aversion, temporal discounting, and the disposition effect, and learn how these cognitive biases and heuristics shortcuts can potentially lead to negative financial outcomes. With the help of practical case studies, participants will be equipped with new approaches to assist their clients in making better decisions by mitigating the impact of these biases. Additionally, Sasha will highlight how regulatory bodies are utilizing insights from behavioural finance to inform regulatory frameworks and actions, making this a must-attend event for anyone in the financial industry looking to stay up-to-date with the latest developments.
How are elders different from your younger or middle-aged clients? Some of the differences are obvious: they may move a bit slower or have a few more gray hairs. But in reality, the differences go much deeper. The truth is the elders are fundamentally different. They think differently. They may have a dramatically different value system. The respond to different incentives. And they have different financial objectives and goals. Advisors who fail to understand these differences do so at their peril.
This presentation is designed to help the advisor understand the “Elder Enigma” differences and, in the process, give you some insight into how best to position your products and services in the ever-changing Elder Market.
The Financial Services Regulatory Authority (FSRA) presentation will provide an overview of the Financial Professionals Title Protection Framework, including the roles and responsibilities of FSRA as a regulator and of approved credentialing bodies. FSRA will also provide an overview of the transition periods, including which individuals are eligible for this provision, and key principles that Financial Planners (FPs) and Financial Advisors (FAs) title holders are expected to follow, such as putting the client’s interests first. The presentation will cover the value that the framework brings to the industry and updates on FSRA’s consumer and industry education campaigns. Furthermore, the presentation covers information on similar/confusing titles to FP/FA and FSRA’s next steps for the sector in 2023.
IFB is a self-accrediting provider in the provinces of Alberta, Saskatchewan and Manitoba. For accreditation for RIBO licensed brokers in Ontario, IFB submits all material to RIBO Accreditation, and does not post RIBO credit categories or hours until formal confirmation is received. For accreditation for CFP designates and MFDA registrants, IFB submits all material to FP Canada accreditation, and does not post FP Canada or MFDA credit categories or hours until formal confirmation is received.