Agenda - Monday September 18, 2023

7:45 AM Sharp - 8:00 AM

Your Emcee For The Conference

Introducing Mike Englert BA, B.Ed., EPC - Founding CIEPS Faculty Member, CIEPS Compliance Officer

Between 1981 and 2002, Mike developed and marketed insurance and investment products, in both Canada and the United States, for such companies as Manulife, Canada Life and Royal & SunAlliance. During most of his career he focused on the ultra-affluent and 60+ market segments. In 2002,

Mike and his wife Joan - both still in their forties and with young children at home - traded in their careers for what has proven to be a very comfortable retirement.

Mike is a founding member of both the Canadian and American Initiatives for Elder Planning Studies. He is an accomplished speaker who has spoken at hundreds of diverse events across both Canada and the United States. His talks focus on: the fiscal challenges of an aging population, the financial obstacles in the way of a healthy retirement, and the secrets to effectively marketing to and connecting with the elder population.

8:00 AM - 9:00 AM

"Your Future by Design" Presented by Peter Wouters RFG., AIAA., ARP., TEP., FLMI., RHU., CFP., CLU., CHFC., ACS., ALHC., CPCA., CHS., AFSI., EPC

Presentation Overview

Experience alone is becoming less important because the world is changing and changing rapidly. Expectations are changing and increasing as well. Technology is becoming ever more available and advanced, taking over many of the tasks we used to do and claim as our value proposition. How can we differentiate ourselves from machines and programs, while using them to great effect?

This presentation will take advisors on a journey where they will be reminded of the importance of trust, holistic planning, communicating effectively with clients, associated financial & estate planning considerations and the rising client need for and expectation of lifestyle planning and what that means.

What will the advisor learn from this presentation?

Your future by design; how do you view that? Your future? Your clients' future? Perhaps both?

What do we mean by design? Certainly, it infers doing something deliberately, based on a blueprint, a plan or a recipe.

Who wants to be more successful? Who wants to develop longer term client relationships more easily and with added glue? Who wants to be perceived as adding more value and being more valued?

Invest some time into exploring and incorporating these key takeaways:

1. understanding the relevance of connecting with people more deeply,
2. understanding the power of process, and building that into your business and action plan, and
3. Tying this all into improved and sustainable practice management.

9:00 AM - 10:00 AM

TOPIC TBA

Dale Barrett

10:00 AM - 11:00 AM

TOPIC TBA

11:00 AM - 12:00 PM