Online Resources

Casino Rama Financial Planners Forum Webcast

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, June 12th, 2018

Crossing The Line

Alan Hoffman, President, Inc


Surviving at All Costs: The Case for CI Insurance

Mike Amo, Director of Sales, Ontario, Industrial Alliance


A Peek Inside Your Clients Mind

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


Building Relationships with Emotional Intelligence

Matthew Asser, President, Asser Incorporated


A New Conversation with Every Client – Prepare for the Unexpected

Rick Machtinger, Sales Leader, Juggernaut Financial


Helping Your Clients Reclaim Their Life

Larry Hoover, Founder, HomeGuard


Building Blocks to Your Best Business

Matthew Asser, President, Asser Incorporated


Wednesday, June 13th, 2018

Professional Responsibility Applied!

Alan Hoffman, President, Inc


Elevate Your Potential

Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership


Marketing Health Spending Accounts

Adam Hussey, Founder, Blendable

1888-569-9399 x102

Grow Your Business with CPP

Mike Liem, Regional Sales Director, Ont NE, Canada Protection Plan


Life Planning for People with Special Needs

John Dowson, Executive Director, LifeTRUST Planning

1-800-638-7256   or   (c)905-868-7870

Credit Score: More Than Just A Number

Alan Hoffman, President, Inc