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.
Monday, October 29th, 2018
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
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
alan@ce-credits.ca
Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership
647-262-3853
rtaylor@taylormadeleadership.com
Prospecting Your Way to Success
Don Xavier, Motivational Speaker, Don Xavier Global Motivation
416-562-9780
dxavier@donxavier.com
Empowering You to Focus on What Matters
Adam Hussey, Founder, Blendable
1888-569-9399 x102
adam.hussey@blendable.ca
Standing Out with Creative Marketing Ideas
Larry Hoover, President, Why You Marketing
1800-799-9040
larry@whyyoumarketing.ca
A New Conversation with Every Client
Perry Wong, District Leader, Combined Insurance
416-999-7011
perry@perrywong.ca
Rick Machtinger, Sales Leader, Juggernaut Financial
416-738-3544
rmachtinger60@gmail.com
Tuesday, October 30th, 2018
- Professional Responsibility
- Credit Score
- CPP
- Robert Gignac
- La Capitale
- Hunter McCorquodale
- LifeTRUST Planning
Professional Responsibility Applied!
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Credit Score: More Than Just A Number
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Taking Simplified issue to the MAX!
Ayal Alalouf, Regional Sales Director, Central Ont, Canada Protection Plan
416-569-6494
ayal@cpp.ca
A Peek Inside Your Clients Mind
Robert Gignac, Author, “Rich is a State of Mind”
905-841-0837
robert@richisastateofmind.com
Video: The Best of Both Worlds
Jennifer Santos, Regional Sales Director, La Capitale
(416) 819-4451
jennifer.santos@lacapitale.com
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
sophie@hunmcc.com
Life Planning for People with Special Needs
John Dowson, Executive Director, LifeTRUST Planning
1-800-638-7256 or (c)905-868-7870
lifetrust@rogers.com
