Online Resources

Casino Rama Financial Planners Forum

Thank you for attending our Financial Planners Forum.  Our hope is to provide you with relevant education for the industry, for your business, and for your clients.

These online resources are a way to allow you to review the presentations that were performed for you at the event.  This is a major part of our commitment to ensure that the information provided to you at the event remains relevant to you long after our event ended.

Presentations and Contact Info

In the table below you will find a PDF version of the exact presentation that was made to you at our event.  Please note that some of these pages may look “messy”.  This could be a result of layers and animations that PowerPoint makes look “neat”.  If you would like a clean version of these slides, it is recommended that you contact the presenter directly.

Wednesday, November 1st, 2017

Crossing The Line

Alan Hoffman, President, Inc


Cloud Workspace:  Enjoy the Freedom

Ben Perry, Director, Cloud Consulting, TNG Financial Software Inc.


Discussing Real Estate Investing with Your Clients

Hal Yesovitch, VP Sales, FDS Broker Services

905-566-4420 x241   or   647-921-4428

Lead or Be Left Behind

Robert Gignac, Author, “Rich is a State of Mind”


Attracting and Retaining Clients with CPWM

Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc


Boost Your Prospecting Mastery

Don Xavier, Motivational Speaker, Don Xavier Global Motivation


Real Estate as an Active Class in Retirement

Brian Maher, Business Development Consultant, Counties of Grey, Bruce and Simcoe West, Manulife Bank


Thursday, November 2nd, 2017

Professional Responsibility Applied! (Case Study Group 2)

Alan Hoffman, President, Inc


Building Blocks to Your Best Business

Matthew Asser, President, Asser Incorporated


Helping Your Clients Reclaim Their Life

Larry Hoover, Founder, HomeGuard


Taking Simplified Issue to the MAX

Ayal Alalouf, Regional Sales Director, Central Ont, Canada Protection Plan


Attract More Clients!

April-Lynn Levitt, Coach, The Personal Coach


Marketing Health Spending Accounts

Adam Hussey, Founder, Blendable

1888-569-9399 x102

Life Planning for People with a Disability – Case by Case

John Dowson, Executive Director, LifeTRUST Planning

1-800-638-7256   or   (c)905-868-7870