Agenda

Here's a first look at what you can expect at FPW 2018, with more details to come

Toronto Ethics Breakfast

7:45 - 9:30 a.m.

Ethic Breakfast

This thought-provoking discussion will explore ethical situations and challenges that often occur in practice. The focus will be on mental health issues and practical advice financial planners can use to support clients dealing with such issues. The panel will include Damienne Lebrun-Reid, Managing Director, Standards, FPSC; Carol Lynde, President & Chief Operating Officer, Bridgehouse; and Adam Wiseman, Manager, Forensic Assertive Community Treatment (ACT) Programs, Canadian Mental Health Association.

The Panel will cover topics including:
  • The impact of mental health on financial planning and decision making
  • An overview of the research done by Bridgehouse and a summary of the results
  • Tips and suggestions for navigating difficult conversations
  • Advantages of having a plan in place – using the planning model and leveraging your financial planning skills

Sponsored by:

Toronto Symposium

10:00 - 10:20 a.m.

Intro & Welcome

10:20 - 11:20 a.m.

Examining the sacred cows of financial planning 

Is your personal bias affecting your client engagements? This interactive session will explore the basic truths we’ve accepted as part of financial planning and their role in our decision making and approach to the clients we serve.

Courtney Pullen (President of the Pullen Consulting Group & Faculty at the University of Chicago Booth School of Business)
11:20 - 11:35 a.m.

BREAK

Sponsored by:

11:35 - 12:35 p.m.

Decision making: internal and external

How do people make decisions? This session will explore what motivates and demotivates your clients and how you can influence and persuade them for mutually beneficial results.

Shelle Rose Charvet (International best selling author, Words That Change Minds)

Sponsored by:

12:35 - 1:35 p.m.

LUNCH

Sponsored by:

1:35 - 2:35 p.m.

Advice that sticks

How can you deliver advice in a way that will resonate with clients? In this session, get insights into neuroscience and behavioural economics that will help improve the effectiveness of the advice that you give.

Dr Moira Somers (Clinical Neuropsychologist professor, author & executive coach)
2:35 - 2:50 p.m.

BREAK

Sponsored by:

2:50 - 3:50 p.m.

Connecting through empathetic listening 

Do you truly understand the deeper truths about what your clients are saying to you and do they feel heard? In this session, discover the secrets to making one-on-one connections that lead to long-term, meaningful client engagement.

Dale Curd (Psychotherapist & Host of CBC's Hello Goodbye)

Sponsored by:

3:50 - 4:00 p.m.

Closing Comments

*Speakers and timing subject to change.

Financial Planning Week 2018​ 

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