PMARS 2014


Practice Management & Retirement Summit (PMARS)


2014 Speaking Faculty


Dennis Mitchell


Robert Gignac


Mark Yamada

  Jennifer Black
George Hartman   Matt Brundage   Christopher Philips   Karen Henderson

The next five years could be the best five years of your practice IF you recognize and take advantage of the unprecedented opportunity! The first Baby Boomers have turned 65 and, for the next five years, 10,000 more North American boomers will join them each and every day. These retirees need your ongoing advice and you must be equipped to deliver it.


Gone are the days when retirees could simply convert all their equity investments into income-producing products or GICs – the returns won’t allow them to have the retirement lifestyle they anticipated. Many people will be retired for longer than they have been accumulating assets, so they need ongoing, active portfolio management. But there’s more!


Helping clients develop comprehensive retirement plans will always be important, of course, but for this new breed of retiree, so is business succession planning, wills, trusts, tax and estate planning. And how about those who aren’t ready to retire — the ones who want a “transition” period from full-time employment to full-time leisure. They need creative income-producing ideas to help fund their new activities. Regardless of their plan, however, they are all interested in issues around lifestyle, health and wellness. Are you prepared to have those conversations with your clients?


The “Practice Management & Retirement Summit” (PMARS) is designed to provide you with the knowledge you need and a network of resources to assist both current and prospective clients through this most critical stage of their lives . This could be your most important work as an advisor - helping people live the dream they have spent their lives building. Be ready for it!




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