Online Resources
Kitchener Financial Planners Forum Webcast
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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.
Tuesday, April 9th, 2019
- Crossing the Line
- The Personal Coach
- Email Marketing
- La Capitale
- Juggernaut Financial
- Foresters
- Don Xavier
Credit Score: More Than Just A Number
Professional Responsibility Applied!
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Coming Soon.
Email Marketing in the CASL Era
Alan Hoffman, President, CE-credits.ca Inc
See Cyberimpanct Pricing and Try Cyberimpact for FREE with up to 250 Emails
416-666-1981
Credit Protection Market
Jason Allen, Regional Sales Director, La Capitale
855-407-6509
A New Conversation with Every Client – Prepare for the Unexpected
Rick Machtinger, Sales Leader, Juggernaut Financial
416-738-3544
The Sweet Spot
Shawn Hughes, Brokerage Manager, Ontario, Foresters Canada
647-465-6867
Coming Soon
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
Wednesday, APRIL 10th, 2019
Professional Responsibility Applied
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Finding the Balance
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
Coming Soon
Coming Soon
Canada’s Fastest Growing Market
Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan
416-447-6060 x359 or c)647-627-2995
Strategic Partners
Larry Hoover, Founder,
1800-799-9040
