Agenda – Mountain Time Zone

Program

This conference runs through all 3 days from 22 September, 2021 - 24 September, 2021.
Day 1
22 Sep 2021
Day 2
23 Sep 2021
Day 3
24 Sep 2021

Break Mini Yoga Session – Sponsored by:

Yoga is an incredible tool to use to check in with the physical body, the mind and soul. Whether you are sitting most of the day or find yourself doing...
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TAYLER SAWCHUK

Round Table Discussions – Case Study

All attendees will join their assigned zoom room and discuss the Case Study.   Please be sure to look at the Case Study before this session.

The Experience Economy

The Experience Economy The only unique competitive advantage is the exceptional experience a business can create for their clients.  Goods and services are everywhere being commoditized.  What consumers want today...
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Dennis Moseley-Williams

Break – Mini yoga session (Sponsored by: )

Yoga is an incredible tool to use to check in with the physical body, the mind and soul. Whether you are sitting most of the day or find yourself doing...
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TAYLER SAWCHUK

All About Integrity – Breakout session

Rod Burylo will discuss the concept of integrity, identifying the various forms of expression within the financial services industry. Burylo will consider these different forms of use from a critical...
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ROD BURYLO

How to Build Trust, Convert More Prospects & Grow Your AUM with Financial Planning

Now, more than ever before, Canadian consumers are seeking more than just investment or insurance products. They need, and are willing to pay for, financial planning advice tailored to their...
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David Buye
Alex Mercer

Sponsor SPEED DATING Lunch

Join your assigned Zoom table and enjoy your lunch while you learn more about the sponsors and what they have to offer. The Symposium would not be possible without the...
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Estates (Title coming soon)

Coming Soon
Rachel Blumenfeld

Social Media Ethics

Rod Burylo will discuss communications strategy form an ethics perspective as it pertains specifically to the social media behaviour of advisors and other industry participants. Five types of social media...
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ROD BURYLO

Applying Ethics: Business Continuity and Succession Planning:

Rod Burylo will discuss the topics of business continuity and succession planning for advisors from an ethics perspective. The guidance and expectations set by FP Canada and IAFP in code...
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ROD BURYLO

Opening Remarks

TERRY RITCHIE

Surrogacy/Parentage Law

Details to come
Shirley Levitan

Insurance

Description coming soon
BRIAN LAUNDRY

Break Mini Yoga Session – Sponsored by:

Yoga is an incredible tool to use to check in with the physical body, the mind and soul. Whether you are sitting most of the day or find yourself doing...
Read More
TAYLER SAWCHUK

Estate Planning: Doing nothing is an option, but not necessarily the best option

As a leading Insurance Marketing Organization in Canada, PPI has deep expertise in insurance-based tax and estate planning for high net-worth clients and business owners.  We’ll present a case study...
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Glenn Stephens
Diane Everett

Sponsor SPEED DATING Lunch

Join your assigned Zoom table and enjoy your lunch while you learn more about the sponsors and what they have to offer. The Symposium would not be possible without the...
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Cross Border Update

TERRY RITCHIE

Prize Announcements

Play the Game and earn points – win prizes

Chocolate Tasting Experience

For the LOVE of Chocolate – Tasting Experience For the LOVE of Chocolate is a FUN and INTERACTIVE chocolate education and tasting EXPERIENCE which includes a curated chocolate tasting kit...
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OLIVER WOODBURN

REGISTER NOW

IAFP VIRTUAL SYMPOSIUM

3 Day Symposium, September 22 – 24

EARLY BIRD PRICE – ENDS JUNE 30TH

Members: $395.00 plus tax  | Non-Members: $495.00 plus tax

Sneak A Peek/Advanced Education Day

1 Day Event, September 22nd:

$150.00 plus tax

AFTER JUNE 30

Members:$495.00 plus tax  | Non-Members: $595.00 plus tax

* Please be sure to include your MAILING ADDRESS in order to receive your delegate package