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
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Joe Flor, Director, National Sales, Equitable Bank
416-570-9996
jflor@eqbank.ca
Engaging Executors Crucial to the Greatest Wealth Transfer in History
Mark O’Farrell, President, Canadian Institute of Certified Executor Advisors (CICEA)
647-258-9668
(c ) 416-399-4078
mofarrell@cicea.ca
Introduction to Special Risk Products
Sophie Strezos-Egnatis, VP, Business Development, Hunter McCorquodale
416-408-5465 or (c) 416-809-2279
sophie@hunmcc.com
Karen Henderson, Owner, LTC Planning Network
416-323-1090
karenh@ltcplanningnetwork.com
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
Bill Bishop, CEO, Bishop Communications
647-436-8829 x101
bill_bishop@biginc.com
Wednesday, August 15th, 2018
- Professional Responsibility
- La Capitale
- Email Marketing
- Conversation Gym
- Dynacare
- CPP
- Eva Sachs IDFA
- LifeTRUST Planning
Professional Responsibility Applied!
Alan Hoffman, President, CE-credits.ca Inc
416-666-1981
alan@ce-credits.ca
Jason Allen, Regional Sales Director, La Capitale
855-407-6509
jason.allen@lacapitale.com
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
Navigating the Emotional Meeting
Kira Callahan, President, Conservation Gym
416-922-1647
kira@conversationgym.com
Medical Underwriting Preparation
Shalimar Alli-Lao, Insurance Client Relationship Manager, Dynacare Insurance Solutions
647-504-5155
alli-laos@dynacare.ca
Taking Simplified issue to the MAX!
Ayal Alalouf, Regional Sales Director, Central Ont, Canada Protection Plan
416-569-6494
ayal@cpp.ca
Eva Sachs, Certified Divorce Financial Analyst, Eva Sachs Divorce Financial Consulting / IDFA
647-349-5454
eva@evasachs.com
Sheena Bezemer, Canadian Program Manager, Institute of Divorce Financial Analysts
647-484-3104
sbezemer@institutedfa.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
