8:00 AM
Breakfast
8:30 AM
Welcome
Keith Newhook, Senior Vice President, Sales, HUB Financial Inc.
8:35 AM
Corporate vs Personal Borrowing for IFAs
Steve Fooks, AVP, Tax & Estate Planning, Canada Life
9:20 AM
Leveraging AI in Your Practice
Jordan Rodrigues, Director, Digital Solutions, HUB Financial Inc.
10:05 AM
Break
10:20 AM
Compliance Discussion
David Mendes, Director, Insurance Compliance, HUB Financial Inc.
11:05 AM
Where Seg Funds Fit: Over-Age-90 Planning, Annuity Settlements, and RRIF vs. GMWB Strategies
Mike Jackson, Senior Sales Consultant, RBC
11:50 AM
Closing
11:55 AM
Lunch
