Online Resources
Kitchener 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, April 10th, 2018
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership
647-262-3853
Boost Your Prospecting Mastery
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
A New Conversation with Every Client
Perry Wong, District Leader, Combined Insurance
416-999-7011
Rick Matchtinger, Sales Leader, Combined Insurance
416-738-3544
Sheila Archer, Business Development Consultant, Kitchener / Cambridge / Bresla, Manulife Bank
519-502-7068
Wednesday, April 11th, 2018
Helping Your Clients Reclaim Their Life
Larry Hoover, Founder, HomeGuard
1800-799-9040
www.HomeGuardInventory.com
Attracting and Retaining Clients with CPWM
Jason Trueman, Portfolio Manager, Cumberland Private Wealth Management Inc
613-929-4511
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
Melanie McCallum, Regional Sales Director, Ont SW, Canada Protection Plan
416-447-6060 x359 or c)647-627-2995
Life Planning for People with Special Needs
John Dowson, Executive Director, LifeTRUST Planning
1-800-638-7256 or (c)905-868-7870