The road ahead isn’t set in stone. Preparation turns ambiguity into opportunity. From economic forecasts to innovative planning techniques, we’re here to help you shape what’s next
Take a look at what's on the agenda for Financial Planning Summit 2025: - Ethics & Professional Responsibility - Jacqueline Knoblauch
- Economic Update: Navigating 2025 - Beichen Li
- Living Healthy - Dr. Bruce Empringham
- Changing the Rules Halfway through the Game: Planning Implications on the 2024/2025 Federal Budget - Michelle Munro
- "What's Under the Hood of Par?" - Eric Hamar
- Advocacy Update - Suzanne Durnan
- Retirement Planning - Reh Banji, Petra Ross, Chris George, Marc Schouten
- Building a Sustainable & Thriving Practice - Rose Nguyen, Christie Coltman, Brad Brain, David Eng, & Felicia Lee
- Putting Your Ducks in a Row: Smart Decisions Before You are Due - Gillian Wong
- Insurance Council of BC: Regulatory Update - Janet Sinclair
- AI for Financial Advisors: Practical Ways to Improve Efficiency, Grow Business & Enhance Value of Advice - Dave Faulkner
Join us to be prepared for what’s next in financial planning! |
