The Retirement Summit 2019

Agenda

Registration and breakfast

Opening remarks

Opening Keynote: Understanding and improving how clients age

Speaker:
Dr. Allison Sekuler, Sandra Rotman Chair in Cognitive Neuroscience and Vice-President Research, Baycrest Centre for Geriatric Care

Advisors are often on the front lines of noticing the first signs of cognitive decline among their clients. Dr. Sekuler will talk about preventing, detecting and treating age-related sensory and cognitive decline, as well as the steps any person can take to make their aging experience healthier.

Thematic investing for and about retirement

Networking break and Speakers Corner

Five things you didn’t know about post-retirement income

Speakers:
Lea Koiv, Founder, Lea Koiv & Associates Inc.
Alexandra Macqueen, Founder, Pension Acuity Partners

Renowned retirement practitioners Lea Koiv and Alexandra Macqueen are authorities on the ever-changing world of pensions and annuities. They specialize in solving unique retirement-planning challenges for high-net-worth clients and in complex cases. In this technical yet practical session, Koiv and Macqueen will cover the issues you don’t hear about when it comes to CPP, OAS, IPPs, annuities, defined benefit pensions and more. This is a must-attend session for advisors looking to understand the issues around planning for income longevity to match client longevity.

Lunch

Lunch keynote presentation: How to serve the philanthropic client of the future

Speaker:
Aneil Gokhale, Director, Philanthropy, Toronto Foundation

According to research by the Canadian Association of Gift Planners, philanthropic behaviour has changed dramatically over the last few decades. Baby boomers, for instance, want to participate in charitable works through volunteering, not just by giving money. Aneil Gokhale, director of philanthropy at Toronto Foundation, will speak to the CAGP’s findings and explain how these new attitudes toward philanthropy are creating opportunities for financial advisors to better connect with their clients’ values and priorities. During this enlightening lunchtime session, attendees will learn about donor education and the key factors for incorporating charitable giving into a holistic financial plan.

Cross-border issues for retirees

Networking break and Speakers Corner

Planning to age

Closing Keynote

Speaker:
Bruce Sellery, Finance Expert, TV Host, Author

Bruce Sellery is a sought-after financial expert, speaker and best-selling author. He has spent much of his career inspiring people to get a handle on their money so they can live the life they want. One of the things investors consistently complain about is a weakness in the financial advice they receive during the decumulation phase of life. They want more guidance from advisors — not just on the math of it, but on the psychological and behavourial elements of spending one’s nest egg. Advisors are used to talking about how to save and invest, but are often less comfortable when it comes to guiding clients in their later years: how to overcome an aversion to spending, deal with their fear of running out of money, help them tick items off their bucket list and engage their kids in the financial plan. Based on extensive research with seasoned advisors, Bruce will share what the “best of the best” do to deliver an extraordinary client experience to retirees, and build referrals in the process.

Closing remarks