Agenda - Tuesday September 19, 2023


*BREAKOUT # 5 FROM 2:15 PM - 3:15 PM in Florentine C/D (Main meeting room)*





BREAKOUT # 6 FROM 2:15 PM - 3:15 PM in Florentine B (Room behind stage)


Executor Success - Presented by Ayal Alalouf Canada Protection Plan (a Foresters Financial Company)
This presentation is designed to help advisors understand the role life insurance plays in estate planning and how it can be a tax efficient way to compensate executors. It outlines the basic principles of estate planning, defines common terms, the role of an executor and options to compensate executors for their role. The presentation walks the advisor through a number of case studies to help illustrate common scenarios. Topics covered in the presentation include: * The current situation and common principles of estate planning * The role of an executor * Factors affecting the executor * Executor compensation options * Needs analysis * Case studies
Mr. Ayal Alalouf

*BREAKOUT # 7 FROM 3:15 PM - 4:15 PM in Florentine C/D (Main meeting room)*


Partnering with Other Professionals to Serve the Protection Needs of your Clients - Presented by Rhona Konnelly, CLU, EPC, CPCA - Konnelly Consulting
What will the Advisor learn from this presentation? In this presentation, Rhona will address the importance of partnering with other Allied Professionals, whom clients trust, to grow the Insurance and Legacy Protection side of an Advisor's business. This will be a true "Call to Action", with actionable, impactful ideas that can be put into practice right away. Presentation Overview Learn about the value of fostering relationships in this virtual world, and how the cultivation of a "team approach" with other professionals is so vital to sustaining these relationships in the future. Rhona will take you from a place of discomfort or lack of confidence in partnering with a client's tax Accountant or their Estate Lawyer, when it comes to positioning the value of Insurance solutions; to the creation of an actionable plan for connecting with these Allied Professionals and partnering for positive impact that will take your business to a whole new level of success.
Rhona Konnelly

BREAKOUT # 8 FROM 3:15 PM - 4:15 PM in Florentine B (Room behind stage)



Estate Planning 101 - Presented by Dale Barrett, Tax Lawyer, Barrett Tax Law
An estate plan is comprised of legal documents created to predetermine the disposition of a person's property upon his or her death. The ideal estate plan ensures that a person's intentions are fulfilled and that he or she can pass the maximum amount of assets to beneficiaries and people they love, while incurring the least amount of taxes and costs. If a person dies without a formal plan, his or her assets will instead be disposed of according to Provincial laws. Your estate consists of everything you own or owe at your time of death. Estate planning refers to planning what happens with your assets and debt when you pass away. Estate planning is more than just creating a will. It's an important process that can help guide your loved ones to take care of your affairs. This step-by-step presentation for estate planning can help protect your clients assets and legacies, either individually or personally. In this presentation, Dale will cover the following: * The Importance of Estate Planning * Basic Concepts * Key Legal Instruments * Tax & Estate Planning * Lifetime Capital Gains Exemption * Estate Planning Tools * Estate Freezes * Trusts in Estate Planning * Life Insurance in Estate Planning * Estate Planning for Business Owners * Estate Planning for Special Needs and Complex Family situations
Mr. Dale Barrett