Value-driven conversations

November 23, 2021 – 12:45 p.m. to 1:45 p.m.

Speakers:

Description:

This employee benefits panel discussion will explore why it’s important for advisors and customers to take a longer view towards their employee benefits planning while ensuring alignment between objectives and values.

Practical, Intermediate

This workshop is organized by the Employee Benefits Issue Group.

CE credits available, subject to course approval (T = tentative)

  • Institute for Advanced Financial Education (Advocis) – 1.00
  • FP Canada – 1.00
  • Alberta Insurance Council – 0.00
  • Insurance Councils of Saskatchewan – 1.00
  • Insurance Council of Manitoba – 1.00 (T)
  • Chambre de la sécurité financière (Québec) – 1.00 PDU (Group insurance of persons)