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.

Tuesday, August 14th, 2018

Crossing The Line

Alan Hoffman, President, Inc


PATH Home Plan

Joe Flor, Director, National Sales, Equitable Bank


Engaging Executors Crucial to the Greatest Wealth Transfer in History

Mark O’Farrell, President, Canadian Institute of Certified Executor Advisors (CICEA)


(c ) 416-399-4078

Introduction to Special Risk Products

Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale

416-408-5465   or   (c) 416-809-2279

Aging in Today’s World

Karen Henderson, Owner, LTC Planning Network


A New Conversation with Every Client

Perry Wong, District Leader, Combined Insurance


Rick Machtinger, Sales Leader, Juggernaut Financial


The New Economy Advisor

Bill Bishop, CEO, Bishop Communications

647-436-8829 x101

Wednesday, August 15th, 2018

Professional Responsibility Applied!

Alan Hoffman, President, Inc


The Credit Insurance Market

Jason Allen, Regional Sales Director, La Capitale


Navigating the Emotional Meeting

Kira Callahan, President, Conservation Gym


Medical Underwriting Preparation

Shalimar Alli-Lao, Insurance Client Relationship Manager, Dynacare Insurance Solutions


Taking Simplified issue to the MAX!

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


Grey Divorce

Eva Sachs, Certified Divorce Financial Analyst, Eva Sachs Divorce Financial Consulting / IDFA


Sheena Bezemer, Canadian Program Manager, Institute of Divorce Financial Analysts


Life Planning for People with Special Needs

John Dowson, Executive Director, LifeTRUST Planning

1-800-638-7256   or   (c)905-868-7870