Join us online for the Virtual Spring Summit - a convenient way to access expert-led sessions, earn CE credits, and stay informed on the latest in insurance, investment, and financial planning.
At the 2026 Virtual Spring Summit, we’re tackling the topics that matter most to independent financial professionals - ideas that challenge, sharpen, and elevate.
A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it?
Advisors and clients need to be aware of the implications of not looking at the entire estate plan and not having it all balance to avoid disruption.
Jos Herman, CPA,CA,CFP,CLU,TEP will outline the nomenclature required, who can be named as a beneficiary, insurance trusts, corporate planning, and more. Don’t risk gaps in your client’s estate plan.
Advising Clients in the Age of AI: A Behavioural Finance Perspective
In this session, participants will be briefly introduced to the field of behavioural finance to gain familiarity with key concepts. Then, we will share research and insight into how clients think about, engage with, and follow advice informed by AI or even provided by AI agents, a recent area of focus in behavioural finance. The session will conclude with a discussion of key risks associated with client-facing applications of AI and how they can be mitigated, including insight into regulatory approaches.
Horror Stories: Planning from the Legal Perspective
Estate planning may appear straightforward on the surface, yet costly disputes and unexpected liability can arise when key issues are overlooked. Even well-intentioned plans can unravel if a client’s capacity is uncertain or if the risk factors for undue influence go unrecognized. In this session, Meagan Jennings, an Estate & Trust Litigation Lawyer at Borden Ladner Gervais LLP, will delve into these underlying risks with a focus on two key areas: properly assessing capacity and identifying potential undue influence, and how these may impact your practice.
AI, Advisors, & the Regulatory Blind Spot: A Compliance-First Approach
As AI becomes increasingly integrated into financial services, advisors face a paradox: there is a need to leverage AI to stay competitive, yet strict regulations are necessary to protect sensitive client data. This session examines a critical blind spot in the regulatory landscape – the emerging risk of ‘Shadow AI.” We’ll explore how firms can respond responsibly to protect clients, meet regulatory requirements, and maintain human oversight, while keeping ahead of the curve.
Uncertainty regarding economic growth, inflation, central bank policies, and valuations has created a challenging environment for advisors to position client portfolios for the near-term and longterm investment opportunities and risks. In this timely session, Franklin Templeton Investment Solutions’ Michael Greenberg will share the team’s views on Canadian, U.S., and global markets as well as the macro themes that are driving the outlook for key asset classes.
In this presentation, Michael will also provide insights on the ongoing geopolitical conflicts facing the world, and what this means for Canadian investors. These insights will help in the positioning of fixed income and equity portfolios to maximize opportunities in an evolving global economy.
Presented By
Michael Greenberg
Senior Vice President, Franklin Templeton Investment Solutions
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.
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