Agenda - Tuesday September 19, 2023


*BREAKOUT # 7 FROM 2:00 PM - 3:00 PM in Florentine C/D (Main meeting room)*


Disability Tax Credit and the RDSP. Presented by Peter Curtis - Sponsored by Benefits2 What will the advisor learn from this presentation? Financial advisors have a tremendous opportunity to help provide Canadians affected by disability with a secure financial future by introducing Registered Disability Savings Plans (RDSPs) into their financial plans. Understanding the benefits of an RDSP offers individuals the ability to provide financial security for those who may be dealing with either a cognitive or physical disability or are caring for a family member with cognitive or physical disabilities. In this presentation, the advisor will leave with a better understanding of the DTC and how to help parents and others save for the long-term financial security of a person who is eligible for the disability tax credit (DTC). Presentation Overview The RDSP is an underused way to grow your book and fully service your current clients. The DTC is the mandatory eligibility requirement for the RDSP. In this session, Peter will speak about what constitutes a disability as the "traditional" definition no longer applies. He will discuss the DTC and it's criteria as well as how to introduce this to your clients and potential clients. Introducing Peter Curtis Peter Curtis is a paralegal in Ontario with a practice focus of the Disability Tax Credit. With over 20 years of medical law experience Peter and his staff have represented thousands of DTC clients and have a success rate of over 98%. Denied applications, clients without doctors and difficult files are all welcome to have a free consultation.
Mr. Peter Curtis

BREAKOUT # 8 FROM 2:00 PM - 3:00 PM in Florentine B (Room behind stage)


Simplifying Your Business With Foresters' Online eApp - InsuranceAssist. Presented by Ayal Alalouf & Zainab Sheikh - Sponsored by Canada Protection Plan, A Foresters Financial Company What will the advisor learn from this presentation? In this presentation, the advisor will learn that through customizable products, one-on-one sales support and the opportunity to make a positive impact, it's easy to grow their business in a very effective manner. Presentation Overview Foresters FinancialTM has partnered with Now Solutions Group to provide advisors with a non-face-to-face sales process that is fast and simple. Now Solutions InsuranceAssist platform gives advisors the ability to connect with their clients via telephone and an internet browser to complete a secure online application for insurance from Foresters. This presentation will inform & educate advisors on InsuranceAssist and its process for submitting online applications. It's a fast and simple sales process and we will show you the benefits of using InsuranceAssist.
Zainab Sheikh

*BREAKOUT # 9 FROM 3:00 PM - 4:00 PM in Florentine C/D (Main meeting room)*


90 Day Blitz: A 90 Day Action Plan to Grow Your Business. Presented by Raymond Young - Sponsored by LMI Financial Group What will the advisor learn from this presentation? Serious about growing your business? Well, you have landed in the right place! During this presentation, Raymond will show the advisor that during the next 90 days, their sole purpose is focusing on new business development and growth. You are chiefly concentrating on targeted, business-building activities during that period of time. It's not necessarily easy because you will be challenged by distractions. However, this is the time you are committing to intentionally propelling your growing business to new heights. By the end of this practice management breakout session, you will learn HOW to formulate a 90-day action plan to move you and your business forward. But, of course, no business stands still and so you�ll want to return to what you have taken out of this session and review your business growth again and plan the next 90 days until you get the growth you want to achieve. Presentation Overview Raymond will cover the following points: * A step-by-step guide to growing your business, overcoming your obstacles and achieving your business building goals in 90 days. * He will give you the tools to make you unstoppable as you build momentum in your business. * You will learn about the "tried and true" results systems that Raymond has used for years to build his businesses. * You will learn about keeping infrastructure in place to keep things clean, sustainable, and profitable.
Mr. Raymond Young

BREAKOUT # 10 FROM 3:00 PM - 4:00 PM in Florentine B (Room behind stage)



Improving your Estate Planning Offering with a Multi-Disciplinary Team Approach: "The whole is greater than its sum of its parts". Presented by Dale Barrett & Dominic Colussi Sponsored by Barrett Tax Law What will the advisor learn from this presentation? Financial advisors have a significant opportunity to help themselves and Canadian Business owners bridge the gap before the largest intergenerational wealth transfer by locking in their shareholder value and maximizing the value of their Estate. Understanding the benefits of Purifying your Corporation to access the Lifetime Capital Gains Exemption, multiplying the exemption through the proper use of Estate Freezes, and planning well in advance with Post-mortem concepts to avoid DOUBLE and in some cases even TRIPLE taxation is key. Presentation Overview In this presentation, the advisor will leave with a better understanding of Corporate Reorganizations and how to position best practice planning strategies to enable you to achieve lifetime financial security by keeping more of what's yours, for you, your family and businesses. Optimizing the efficiency of your Corporate structure for business continuity and succession planning is often overlooked and put on the back burner. With a better understanding of these topics and key strategies working together towards a taylor made fit will be the best way to lock in your shareholder value today with more certainty and confidence that your family and clients will be well taken care of. Dale and Dom will use case studies on Business Exists and Tax Plan Considerations by leveraging the value of working together to establish and lock in your shareholder value for business continuity and succession planning by adding the right team, providing the best solutions and reliable access to Advisor and client service support.
Mr. Dale Barrett	Mr. Domenic Colussi



BREAKOUT # 11 FROM 4:00 PM - 5:00 PM in Florentine B (Room behind stage)


Largest Private Apartment REIT as Another Investment Class. Presented by Brian Fraser, CIM, PFP, Director - Investment Sales - Sponsored Centurion Asset Management Inc. What will the advisor learn from this presentation? Your client comes to you looking for another income stream, or a way to park additional dollars that they don't require at the present time. You have already looked after many of their registered and non-registered investment and insurance needs as part of your financial and retirement planning processes that you have completed with them. In this presentation, the advisor will learn about an additional investment stream that they can recommend to their clients and prospects. They will learn that investing in private REITs are a great way to diversify their client's portfolio outside of traditional stocks and bonds and can be attractive for their strong dividends and long-term capital appreciation. In addition, they will learn that private REITs can be safely held in registered accounts such as a TFSA, RRSP, RRIF, and the like of which the advisor has a license to sell. The advisor will also see that with any investment, especially non-registered, there is always the need to mitigate any present or future tax gain through the use of the insurance products as part of the estate planning process. Presentation Overview Brian Fraser, Director - Investment Sales will discuss the powerful fundamental tailwinds behind the multi-residential sector in Canada and how the Centurion Apartment REIT is exceptionally well positioned to provide investors with attractive total returns going forward. This alternative investment strategy has delivered consistent returns with stable, rational pricing with low volatility and low correlation to major equity markets. The REIT has the potential to provide investors with an attractive total return, tax advantage monthly distributions, and a passive means of owning multi-residential institutional grade apartments and student housing properties. Investors enjoy the benefits of being a landlord without the headaches associated with owning real estate. The REIT targets an annual total return between 7%-12% and is eligible for registered and non-registered accounts. Please refer to Brian's bio from his main stage presentation on Wednesday.
Mr. Brian Fraser CIM, PFP

*BREAKOUT # 12 FROM 5:00 PM - 6:00 PM in Florentine C/D (Main meeting room)*

*Click on image to find out more about Richard and this Breakout Presentation* Best Practices For The New Financial Life Planning Conversation Richard will share the actual tools used in the NEW conversation about financial life planning that will include: 1. The conversational playbook; 2. The personal assessments for clients; 3. The Financial Life Vault and; 4. NEW action plan. Presenter by: "Richard Will Buy The 1st Round" Additional drinks will be available for purchase. After the presentation, mingle at the meet n greet from 6 - 7pm and then enjoy the Vegas nightlife. You are welcome to get a selfie with Richard and his 2020 Miami Heat NBA Championship ring. One of 2 he received from Coach Juwan Howard for his role as an advisor to the team.
Mr. Richard Dolan
6:00 PM - Enjoy Your Stay in Las Vegas