2020 Annual Wealth Conference (Webinar Series)
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2020 Annual Wealth Conference (Webinar Series)

Evolution from the Specialist to the Generalist

 Export to Your Calendar 9/24/2020 to 9/29/2020
When: September 15, 17, 22, 24, and 29, 2020
Times Vary
Where: Virtual Webinar Series
United States

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2020 Annual Wealth Conference

As the number of competitors fighting to serve high net-worth clients increases so does the need to ensure that we all provide our clients with quality advice. It appears that the leading advisors are those that can evolve their business to focus on building a wealth program for their clients rather than the much more traditional one dimensional investment program.

High net-worth clients continue to demand that all of their advisors work together, and this collaborative client-centric approach is becoming the new industry standard. Meaning that as investment advisors we need to continue to broaden the scope of our knowledge in order to be able to effectively communicate with our client's other advisors. This year's conference features a number of sessions which are designed to helps us all manage risks that are found outside of our client's traditional portfolios.

This event is offered in partnership with CFA Society Toronto.

Register for ALL Sessions


Package Deal Includes:

Session 1 - Trends & Developments in the Industry - September 15, 2020, 7:30 a.m. - 8:30 a.m.

Speaker: Keith H. Sjögren, Managing Director, Consulting Services, Investor Economics

This session will look back at trends and developments in the private wealth management industry over the past twelve months and will also take a risk by looking forward over the medium-term. Keith H. Sjögren will cover the demand side of the business and comment on the size of the opportunity and the needs and expectations of the HNW client. The session will also discuss the competitive environment and the factors that have driven success as well as those that have created challenges for participants. Keith will identify key issues for the industry to tackle if the growth and results of the past decade are to be repeated or exceeded.


Session 2 - Mental Health & the Financial Advice Relationship - September 17, 2020, 12:00 p.m. - 1:00 p.m. 

Speakers: Carol Lynde, President & CEO, Bridgehouse Asset Managers  & Adam Wiseman, Mental Health Subject-Matter Expert, Bridgehouse Asset Managers Advisory Panel

Mental health has become a matter of increasing public concern worldwide. In Canada, by age 40, half of the population will have, or will have had, a mental illness. In 2016, Bridgehouse Asset Managers identified a connection between mental health and sound financial decision-making and partnered with the Canadian Mental Health Association–Toronto (CMHA) to lean on their mental health expertise. This collaboration has broken new ground by rallying Canada’s investment sector – companies and regulators – to consider solutions to this complex issue. In this presentation, you’ll learn tips & strategies for working with clients experiencing mental health challenges and discover how to maintain balance & set boundaries and get practical tools you can use with your clients.


Session 3 - Women & Wealth: A Decade of Rich Thinking® - September 22, 2020, 11:00 a.m. - 12:00 p.m. 

Speaker: Barbara Stewart, CFA, Researcher and Author

Barbara Stewart, CFA started doing Rich Thinking ® research ten years ago because she knew that neither the media nor the financial industry was portraying the area of women and finance accurately. Why were all the messages about women and money so negative? This was completely at odds with her day-to‐day experience as a portfolio manager dealing with so many strong, capable female investors. Barbara realized that if the same inaccuracies about women’s actual capabilities and behaviors about money kept being repeated there would be no progress. It was up to women to make a difference. 10 years (and over 800 interviews in 28 countries) later, we have gained a much more accurate perspective on women and finance. In this session, Barbara will share the high level findings of her decade of research and discuss the most compelling opportunities for CFA charterholders (especially advisers) today.

Register for this session - deadline: 9/20/20


Session 4 - Philanthropy Is More Than a Tax Receipt - September 24, 2020, 12:00 p.m. - 1:00 p.m. 

  Speakers: Beth Webel, National Personal Tax Leader, PwC Canada Bill Young, Founder, Social Capital Partners Bruce Macdonald, President & CEO, Imagine Canada, &  Sheree Meredith, Principal, Sheree Meredith Consulting. Moderator: Sherre Meredith, Principal, Sheree Meredith Consulting

Today’s philanthropy is about so much more than a tax receipt. Whether an individual, family or business, most people want to know they are making an impact in an area that is important to them – and do it in the most effective manner.  This session begins with a framework for “strategic” philanthropy. We will hear from respected thought leaders about trends, opportunities, expectations and also their personal experiences delivering on these. Combined, participants will be better prepared to meet the needs and expectations of their clients in a way that differentiates their practice from the traditional approach to charitable giving as part of individual or business strategy.

Register for this session - deadline: 9/20/20


Session 5 - Will Your Client's Wealth Unify or Divide Their Families? - September 29, 2020, 7:30 a.m. - 8:30 a.m. 

Speaker: Amy Castoro, President and CEO, The Williams Group

The Williams Group is a consultancy with a 50 year history of helping UHNW families navigate complex, sometimes emotional, and changing circumstances. This work is often done in the context of a series of family meetings, where they work to establish trust and clarity between family members. Amy Castoro will lead a discussion for Advisors to gain comfort and skills with non-financial conversations regarding wealth transfer and engaging the next generation in families.

Register for this session - deadline: 9/27/20


Session 6 - The Overlooked Gap in Financial Advice - September 29, 2020, 12:00 p.m. - 1:00 p.m. 

Speaker: Joanna McNamara, Vice President and Head of Partnerships, Chubb

Discover why P&C Insurance is the Overlooked Gap in your High Net Worth Client’s Financial Plan. Joanna McNamara highlights the data findings as well as the benefits of talking about P&C to protect clients' financial goals through the use of case studies. She will validate and quantify two questions:

  1. Is there a gap between what successful clients of financial advisors expect of their advisors regarding property and casualty risks – and advisors’ awareness of these expectations?
  2. What is the financial impact of not optimizing successful clients’ P&C insurance strategy to their unique coverage needs?

Register for this session - deadline: 9/27/20


Whole Series - CAD $175, plus tax

Individual Sessions - CAD $35 each, plus tax

Register for ALL Sessions

Must use your CFA Institute login credentials to register - create an account

Please Note: Zoom login details will be sent 1-2 business days prior to the event date. Please remember to check your spam folder.

This event qualifies for up to 6.0 hours of continuing education credit for CFA charterholders.


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