Agenda 2012

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Le Meridien King Edward, Toronto

   


Monday, October 22, 2012

   
   

8:00

BREAKFAST IN EXHIBIT HALL
Sponsored by: Accretive Advisor Inc.

   

8:30 – 8:35

OFFICIAL WELCOME
Judy Street, Vice- President, Radius Financial Education

   

8:35 – 8:40

OPENING REMARKS
Pat Bolland, Senior Counsel, Veritas Communications

   

8:40 – 9:40

KEYNOTE LECTURE: PROFESSOR MOSHE A. MILEVSKY, PH.D., YORK UNIVERSITY, TORONTO, CANADA

THE 7 MOST IMPORTANT EQUATIONS FOR YOUR RETIREMENT:
• THE FASCINATING PEOPLE AND IDEAS
• BEHIND PLANNING YOUR RETIREMENT INCOME

 

Retirement sustainability continues to be on the minds of Canadian baby-boomers, but the anxiety level is shifting noticeably. The older accumulation concerns – How much should I save? Where should I invest? What is the right mutual fund for me? – are shifting towards distribution and income questions. The cold hard calculus has now become: This is it. How long will it last?
As this title suggests, this lecture will present the 7 most important “conversations” or principles around sound retirement income planning, by presenting the equations – and the scientific breakthroughs -- that are at the core of providing a sustainable retirement income. The narrative will weave in the biography and life story of the people behind these discoveries, many of whom are quite colorful and interesting characters in their own right.
Practically speaking, this presentation will help financial advisors develop a higher level of comfort and confidence in – as well as some healthy skepticism regarding the assumptions built into -- retirement calculations.

   

9:40 – 10:40

THE RETIREMENT INCOME BLUEPRINT
Daryl Diamond, Diamond Retirement Planning

 

I want to retire, am I ready? Do I have enough money? Which income streams should I use first? How do I combine my personal assets with, government and personal pensions to get the best results?
We will examine the significant role played by formal planning in answering those and other common retirement questions posed by clients and prospective clients. This session will present you with a proven income planning process that will enhance your ability to help clients make the most efficient use of their time and their assets in retirement. It will also demonstrate why income planning serves as an essential compliment to professional money management in most effectively creating retirement income.

   

10:40 – 11:00

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by: Radius Financial Education

   

11:00 – 11:50

RETIREMENT REALITY CHECK

Laddy Kaszowski, Product Allocation Consultant, Manulife Investments

 

Manulife has incorporated the ideas and strategies explained in Dr. Milevsky's book, "Pensionize your Nest Egg", into a unique program for advisors. The Product Allocation tool helps advisors quickly analyze the retirement income sustainability of an investor's current portfolio, then provides an optimal solution. This session will outline the strategy, demonstrate how the tool works, and present how this "reality check" is put into action.

   

11:50 – 12:30

CONCURRENT WORKSHOPS

STREAM1 - VANITY FAIR BALLROOM

 

THE NEW WORLD OF SOCIAL MEDIA AND YOUR RETIRED AND RETIRING CLIENTS
Adrian Griggs, Director, Global Strategy, Infinite Media
Tom Reimer, Managing Partner, Accretive Advisor Inc.

 

What does the world of social media and the Internet mean for your business? Retired people are the fastest growing demographic on social media sites and searching for financial information on the Internet is one of their top rated activities. Join us for a discussion of what this all means and how this trend could change your practice.


STREAM 2 - KENSINGTON

 

TESTAMENTARY AND OTHER TRUSTS
Arthur I Fish, Partner, Borden Ladner Gervais LLP.

 

There is much to know when advising a client on the right trust to suit their needs. This session will help you and your client have a detailed discussion about trusts, their differences, advantages, disadvantages, tax efficiency and much more.

   

12:30 – 1:30

LUNCH IN EXHIBIT HALL
Sponsored by:
Manulife Financial

   

1:30 – 2:10

CONCURRENT WORKSHOPS

STREAM1 - VANITY FAIR BALLROOM

 

RETIREMENT AND PHILANTHROPY- BEGINNING THE DISCUSSION

Terry Smith, Founder, President and CEO, Philanthropic.ca

 

With retirement often comes time, energy and in many cases, resources to give back. Philanthropy can be a very rewarding experience for your clients as well as providing beneficial tax incentives. This session will focus on how to begin the philanthropy discussion, its benefits and how to include philanthropy in your suite of services.


STREAM 2 - KENSINGTON

 

HOW TO BE A GREAT COACH FOR YOUR CLIENTS
George Hartman, Managing Partner, Accretive Advisor Inc.

 

One of the things many near or new retirees have said they are looking for is insight and direction. Although you may not have all of the answers, this session will provide you with a few of the concepts and processes necessary to ask the right questions and "coach" your clients into finding their own direction. This is a valuable skill for your entire client base when dealing with life decisions.

 

   

2:10 – 2:50

CONCURRENT WORKSHOPS

STREAM1 - VANITY FAIR BALLROOM

 

RETIREMENT'S 5 GREAT ADVENTURES
Gillian Stovel Rivers, Senior Financial Planning Advisor, Assante Financial Management Ltd.
Rick Atkinson, Founder & President, RA Retirement Advisors
Dr. Paul Ziemer, Director of Lifestyle Medicine, Canadian Laser and Pain Therapy

 

The presence or absence of health, money and purpose interdependently affect the quality and longevity of the 21st century retirement experience. Advisors can add a new and important dimension to their work by helping clients better manage all their capital including overall health and wealth. Attention to the needs of mind, body and soul including wealth, social wellbeing and legacy can substantially increase life capital balances for today and into retirement.


STREAM 2 - KENSINGTON

 

CAN YOU REVERSE THE AGEING PROCESS AND EXTEND HUMAN HEALTH SPAN
Dr. Randy Knipping, Medical Director, Aviation, Age Management and Preventive Medicine

 

Retirement is an exciting time of life for most, health and wellness is crucial to ensure you and your clients have the best experience. Understanding what it takes to stay fit and healthy is the focus of this session.

 

   

2:50 – 3:10

NETWORKING BREAK IN EXHIBIT HALL
Sponsored by:
Radius Financial Education

   

3:10 – 4:10

KEYNOTE SPEAKER: DR. LISA KRAMER, EXPERT IN BEHAVIOURAL FINANCE & NEUROECONOMICS

BRIDGING THE GAP BETWEEN RATIONAL FINANCE AND BEHAVIOUR FINANCE

 

An expert on behavioural finance, with interests in neuroeconomics/neurofinance, investments, capital market seasonality, and personal finance, Dr. Kramer captivates audiences with her real-time demonstrations of behavioural biases. Participants come away with a deeper understanding of recent, state-of-the-art developments in the exciting field of behavioural finance.

   

4:10 – 5:00

BUSINESS SUCCESSION PLANNING
Corina Weigl,Partner, Fasken Martineau DuMoulin LLP

 

For many business owners, passing over the reins is not easy, especially after the years and effort it took to build the company. This session will touch on the steps necessary and the key questions to get the process started for your clients.

   

5:00 – 6:30

NETWORKING COCKTAIL RECEPTION
Sponsored by: Dynamic Funds


This not-to-be-missed event will provide you with crucial time to interact with key industry players.

   

*Please note that, while every effort will be made to present the program as advertised, speakers, topics and timing are subject to change due to circumstances beyond our control.

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