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.
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
Sasha Tregebov is the Director of BIT Canada. He specializes in applying behavioural science to financial regulation and has worked extensively with the Ontario Securities Commission, the Canadian Investment Regulatory Organization, the Registered Insurance Brokers of Ontario, and many others. He recently led an innovative study with the OSC on use cases for AI in retail investing.
Jos Herman
Insurance, Tax & Estate Specialist
Jos Herman is the founder of Resources & Solutions, a boutique consulting firm providing integrated tax, investment, insurance, and wealth planning solutions. A CPA with over 25 years’ experience, she helps business owners and professionals navigate complex financial, tax, and estate matters with an objective, multi-disciplinary approach.
Meagan Jennings
Senior Associate, BLG
Meagan Jennings is experienced in estate and incapacity litigation, including guardianship applications, dependent support relief applications, applications seeking removal of trustees, applications to pass accounts and will challenges. Meagan has acted as counsel for both trustees and beneficiaries. Meagan also works on the defence side in professional negligence cases. She was called to the bar in Ontario in 2019, and has her TEP (Trust & Estates Practitioner) Designation with STEP Canada.
Michael Greenberg
Senior Vice President, Head of Americas Portfolio Management
Michael Greenberg is a senior vice president, portfolio manager, and head of Americas portfolio management for Franklin Templeton Investment Solutions.
In his role, he is responsible for oversight of FTIS portfolio management in the Americas ex. US. He is a member of the team's Investment Strategy and Research Committee with a focus on fixed income. He is a portfolio manager for several funds offered for sale in various jurisdictions including Canada, the U.S., Brazil, and Mexico such as the Franklin Quotential and Franklin ETF Portfolios. He is also on the portfolio management team for Franklin Global Allocation Fund in the U.S.
Dave Faulkner
Founder, VibePlan
Dave Faulkner stumbled into financial services in 1978 after being laid off, with a wife, a baby, and no plan. After more than 10 years in personal production, he co‑founded two fintech companies, FP Solutions and RazorPlan, both of which helped advisors raise their game and made financial planning a little less painful.
Now with VibePlan, his third startup and clear proof that he’s not very good at retiring, he is using generative AI to bring smarter, more personal, and more unbiased advice to everyone. His mission is simple: every client deserves a plan that truly vibes with their life, and every advisor deserves the tools to make that easier.
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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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