CGIB seminars will have a different look for 2020…
- We are starting seminars in both Calgary and Vancouver and these will be an annual events if attendance is good, so please spread the word.
- We are moving to a FULL-DAY seminar format so you can book for breakfast and the morning session, OR lunch and the afternoon session OR both.
- Each speaker provides a useful handout you can use in your practice today.
- We will continue to be the most thought provoking, benefit focussed, advisor aimed, interactive educational events in Canada.
“Amazing seminar yesterday.
I think the best education is education that you APPLY and build into your business processes immediately. I have spent the entire day creating disclosures that will help clients get coverage that they can rely on, while protecting me from unnecessary liability.
Thank you for making me a better broker!” RK – Advisor & CGIB Member
Agenda:
8:00 – 8:30 am Registration, Breakfast and Networking
8:30 – 11:00 am Employment Law – The Risks Employers Face in Benefits – Shane King – McLeod Law LLP
11:00 – 12:00 am An advisors perspective – Lori Power – MP Benefits Inc.
12:00- 1:00 pm Lunch and open discussion – What matters to you.
1:00 – 3:15 pm Building and Using a Plan Administration Checklist – Dave Patriarche – Mainstay
3:25 – 4:30 pm When Tech meets Benefits – Chris Gory – IPFS
5:00 – 6:00 pm Networking & Craft Beer compliments of CGIB
Sponsored By: CLICK HERE
Agenda:
8:00 – 8:30am Registration, Breakfast and Networking
8:30 – 10:50 am Employment Law – The Risks Employers Face in Benefits – Cameron R. Wardell – Mathews, Dinsdale & Clark LLP
11:00 – 12:00 am An advisors perspective – Laurie MacNeil – MacNeil Benefits
12:00- 1:00 pm Lunch and open discussion – What matters to you.
1:00 – 3:00 pm Building and Using a Plan Administration Checklist – Dave Patriarche – Mainstay
3:25 – 4:30 pm When Tech meets Benefits – Chris Gory – IPFS
5:00 – 6:00 pm Networking & Craft Beer? compliments of CGIB
Sponsored By: CLICK HERE
We will be providing Zoom based educational events FREE OF CHARGE to CGIB members.
THE PROVINCIAL DIFFERENCES
Monday March 29th 2:00-3:30pm EST REPEATED AGAIN Thursday April 8th 2:00-3:30pm EST
A panel of advisors will present the things you need to know about coverage in each province (most specifically drugs). We’ll share links to provide ongoing resources for you to reference as your groups expand.
BENEFIT RENEWALS
Monday April 19th 1:00-2:30pm EST
A panel of advisors will share how they handle renewals, do their calculations and more. If you’re not 100% on renewals, you should be here. If you are up on it, then you should still be here as maybe you’re still missing things.
No need to register, no cost, no CE credits.
Details in the CGIB Newsletter (twice monthly) and on the SLACK Channel
Junior Advisor Panel: Doing Business. How you do it? The challenges, opportunities and steps to success.
Sam Bligh – Harry James Group
Maureen Campbell – Flashlite Benefits
Sam Pasternak – Alliance Income
Simon Reyers- Fairway Benefit Solutions
Errors and Omissions Insurance
Roberta Tasson – The Magnes Group
Shared Experience How companies see renewals & employers view disability & We used to get sued…how we fixed that
Yafa Sakkejha – Beneplan
COSTS
MEMBERS & GUESTS: $200 for FULL DAY (includes HST #815938600)
NON- MEMBERS: $400 for FULL DAY (includes HST #815938600)
SPONSORS
Agenda:
Senior Advisor Panel: Doing Business. How you do it. The challenges, opportunities and steps to success.
Gord Cowan – Former Pres. & Owner of GPS Consulting Group
Chris Pryce – Human Capital Benefits
Lynn Wintraub – Win-Life Insurance Agencies Inc
TO BE CONFIRMED
Dental in Ontario – Increasing claims, Fee Guides & Fraud
Ontario Dental Association – Speaker to be determined.
Questioning Techniques – Aligning Clients and Advisors
Rob Crowder – The Benefits Trust
COSTS
MEMBERS & GUESTS: $95 Breakfast and morning session, $115 for lunch and afternoon session, $200 for FULL DAY (includes HST #815938600)
NON- MEMBERS: $195 Breakfast and morning session, $215 for lunch and afternoon session, $400 for FULL DAY (includes HST #815938600)
SPONSORS
