Online Resources
Markham 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.
Tuesday, November 14th, 2017
- Crossing the Line
- Anton Katz, Lawyer
- FDS Broker Services
- Life Design Analysis
- Don Xavier
- LTC Planning
- Manulife Bank
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
The Nuts & Bolts of Shareholders Agreements
Anton M. Katz, Barrister and Solicitor, AMK Law
416-410-1981
Discussing Real Estate Investing with Your Clients
Hal Yesovitch, VP Sales, FDS Broker Services
905-566-4420 x241 OR 647-921-4428
Jonathan Jarvie, Inside Sales Representative, Life Design Analysis
1-844-498-7473
Boost Your Prospecting Mastery
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
Long Term Care Planning: What it is, and why You and Your Clients Should Care
Karen Henderson, Owner, LTC Planning Network
416-323-1090
Opportunities & Strategies Involving Leverage Against Permanent Insurance
Patrick Yan, Business Development Consultant, Markham, Manulife Bank
416-795-5984
Wednesday, November 15th, 2017
Professional Responsibility Applied! (Case Study Group 2)
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 OR (c) 416-809-2279
Cloud Workspace, Enjoy the Freedom
Ben Perry, Director, Cloud Consulting, TNG Financial Software Inc.
416-583-2052
Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan
416-414-9000
The Financial Impact of Separation and Divorce
Su Cooke, Senior Negotiator, Divorce Consulting
905-695-1006