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, December 18th, 2018

Crossing The Line

Alan Hoffman, President, Inc


Tax & Estate Planning at Cumberland

Meghan Davis, Tax & Estate Specialist, Cumberland Private Wealth Management Inc


The New Economy Advisor

Bill Bishop, CEO, Bishop Communications

647-436-8829 x101

A Dental Benefits Program that Works for Everyone

Angelo Mantzios, Senior Financial Consultant, The Financial Strategies Group


A New Conversation with Every Client – Prepare for the Unexpected

Rick Machtinger, Sales Leader, Combined Insurance


Aging in Today’s World

Karen Henderson, Owner, LTC Planning Network


Prospecting Your Way to Success

Don Xavier, Motivational Speaker, Don Xavier Academy


Wednesday, December 19th, 2018

Professional Responsibility Applied!

Alan Hoffman, President, Inc


Ideas Into Action

Bob King, Business Coach, The Personal Coach

519-576-2262 x6

Introduction to Special Risk Products

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

416-408-5465   or   (c) 416-809-2279

A Peek Inside Your Clients Mind

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


Taking Simplified issue to the MAX!

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


Standing Out with Creative Marketing Ideas

Larry Hoover, President, Why You Marketing


Building a Stronger Investment Portfolio with Equimax Participating Whole Life

Martin Lydon, Regional Sales Manager, Equitable Life