Online Resources

Toronto Pearson 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.

Wednesday, April 4th, 2018

Crossing The Line

Credit Score: More Than Just A Number

Professional Responsibility Applied!

Alan Hoffman, President, Inc


Boost Your Prospecting Mastery

Don Xavier, Motivational Speaker, Don Xavier Global Motivation


For An Even Greater Advantage

Shawn Hughes, Brokerage Manager, Ontario, Foresters Canada


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The Blendable Group

Adam Hussey, Founder, Blendable

1888-569-9399 x102

Taking Simplified issue to the MAX!

Ayal Alalouf, Regional Sales Director, Central Ont, Canada Protection Plan


Thursday, April 5th, 2018

Professional Responsibility Applied!

Alan Hoffman, President, Inc


Credit Score: More Than Just A Number

Alan Hoffman, President, Inc


Aging in Today’s World

Karen Henderson, Owner, LTC Planning Network


A Peek Inside Your Clients Mind

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


A New Conversation with Every Client

Perry Wong, District Leader, Combined Insurance


Rick Matchtinger, Sales Leader, Combined Insurance


Elevate Your Potential

Randy Taylor, Keynote Speaker & Coach, Taylormade Leadership


Life Planning for People with Special Needs

John Dowson, Executive Director, LifeTRUST Planning

1-800-638-7256   or   (c)905-868-7870