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Edmonton Conference 2021

DATE TBA

8:00 AM

Continental Breakfast

8:50 AM

Opening Remarks - Mike Englert B. Ed., EPC
Compliance Officer, Founding Faculty Member CIEPS

9:00 AM - 9:50 AM

 
Peter Wouters, RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU, CHFC, ACS, ALHC, CPCA, CHS, AFSI, EPC

Founding Faculty Member & Faculty Chair CIEPS

Peter's Bio

The Value of Advice and You

This overview session on the value of advice challenges several approaches and business practices dealing with advisor value, providing insightful, fact backed information on the value of advice and financial advisors.

This presentation will answer the following questions for you:

What are your clients' expectations? 

What are their experiences? 

What is the gap between the two? Do you really know? 

How  often do you measure it?

What are their needs for advice? 

How do clients measure value? 

Do you measure up?  

What about the big picture, the whole picture, the whole job?


 

10:00 AM - 10:50 AM

 

TOPIC TBA
Jessie Vu CCS, EPC
Exceedia Consulting Ltd.

Jessie's Bio

10:50 AM

Coffee Break

11:00 AM - 11:50 AM


Will Moran MA, HBA, CLU
Moran Financial Inc. & Wealth Economics

Will's Bio 


12:00 NOON

  Buffet Lunch Provided

1:00 PM - 1:50 PM

Rod Burylo CIM, FSCI

Associate Portfolio Manager & Manager of ESG Intergration for Croft Financial Group

Rob's Bio

The Secret of Success in Communicating Value

It is not enough that we, as professionals, can provide value to customers, clients and the market at large. We must be able to effectively communicate that fact. 

In this session, students will learn how to how to clarify a value proposition, and to design and implement a communication strategy providing numerous benefits, including:

Setting appropriate customer expectations for process and outcomes 
Establishing ability trust and integrity trust 
Increasing revenue, while reducing risk

1:50 PM

Coffee Break

2:00 PM - 2:50 PM

Paul Fawcett CFP, CLU, CHS, EPC
PPI Solutions Inc.

Paul's Bio

Estate Planning in Real Life: Not Just A 30 Minute PowerPoint

You've probably said some variation of this in the past to your client: "I fully understand where you're coming from!" But do you really understand their position? But, do you fully understand what all of this means to them on a business and personal level as you are discussing their financial planning with them?

Is it possible to really get them if you haven't walked a mile in their shoes?

Today we will walk with Paul as he takes us on the journey that he has endured over the past year and a half or so. A journey of real life... real people. 

A journey that will show how important it is to bring additional value-added advice to our clients and prospects. 

Paul had been dealing with placing his parents in an LTC facility in Toronto, his sister's death (who was living with them) and his father's death.  All this was followed by relocating his mother to AB. 

He has been working on his sister's intestate estate, his fathers Will, sold their house, and oversaw their banking and investments via a POA.

In this presentration, and based on his personal experiences, Paul will review his experience with seniors, planning, death, intestate, lack of planning, funeral planning, LTC placement, POa's and things that weere done and could have been done to make things easier for your clients and prospects.


2:50 PM Coffee Break

3:00 PM - 3:50 PM



Mike Englert B. Ed., EPC

Founding Faculty Member,  Compliance Officer - CIEPS

Mike's Bio

The "Enlightened" Consumer

Once upon a time, financial service representatives were just "smiling and dialing" salespeople. Thankfully, this is no longer the case! Today's financial service representatives are trusted professionals charged with looking after the "financial health" of their clients in a holistic fashion - not unlike the way that physicians look after all aspects of a person's "physical health". Under the circumstances it is not surprising to find today's financial service representatives doing a lot more than just selling.  Most are "adding value" on a wide variety of fronts, including: Tax preparation and planning Debt management and credit counselling Asset preservation and decumulation strategies Estate and legacy planning  

But in their efforts to look after the "financial health" of their clients, most financial service representatives have overlooked a critical element: consumer spending.

Like it or not, how wisely or foolishly your clients spend their money will have an enormous impact on their overall financial health.

This presentation will focus on the things you can do to help your clients become more "enlightened" consumers.   

Helping your clients make better consumer choices is a great way for you to: 1) add value; 2) stand apart from the crowd; and 3) improve everyoness financial well being.

And doing good has its own rewards - the money that your clients save by being better consumers can, in turn, be used to fund the insurance and investment products that you sell.

What goes around comes around ... and everybody wins!

4:00 PM - 4:50 PM

Jim Ruta

Jim Ruta BA., RHU., EPC

Jim's Bio

Founding Faculty Member CIEPS

 

 

 


How to Give Advice - That's Valued

Even if you have all the answers in the world, if you can't get clients to appreciate it, it won't matter, and you won't make a difference. 

There is a lot of talk about the value of professional advice to advantage clients. But there is a lot less talk about how to deliver advice that's valued. 

This presentation, from Canada's leading tactical coach in the life insurance industry, Jim Ruta, will show you how you can render advice that resonates with the people you work with and that they will act on immediately. And that's regardless of what field of advice you are in. 

If you need people to take your advice, you'll want to pay close attention to this session.

4:50 PM

Closing Remarks, Adjourn


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