Download Speaker Summit Presentations
Speaker Presentations Are Not Available Until The End of The Summit
Presentations are being held until the end of the conference to help foster active listening, allows the speaker to tell a story and keep suspense, reduces attendees from reading ahead and getting distracted. Accessing materials afterward serves as a review tool, helping to cement the key points.
Daniel Collison
The Legacy Conversation: How to Talk About What Matters Most
Kimberly Whaley
Keeping Executors Out of Court: Duties, Red Flags and Practical Guidance for Advisors
Dr. Richard Shulman
Protecting Canada’s Seniors from Themselves
Adam Gordon
Fiduciary Stories – What are clients facing today and how can we help?
Melanie Russell
Why Valuation is Relevant in Estate Matters. A Need-to-Know Guide for Advisors.
Amanda Richards
The Future of Aging in Canada
Kait O’Reilly
Work Less, Achieve More: The Technology Toolkit
Mark O’Farrell
Monetizing Your CEA Pays Dividends for Everyone
Daniel Collison
The Legacy Conversation: How to Talk About What Matters Most
Kimberly Whaley
Keeping Executors Out of Court: Duties, Red Flags and Practical Guidance for Advisors
Dr. Richard Shulman
Protecting Canada’s Seniors from Themselves
Adam Gordon
Fiduciary Stories – What are clients facing today and how can we help?
Melanie Russell
Why Valuation is Relevant in Estate Matters. A Need-to-Know Guide for Advisors.
Amanda Richards
The Future of Aging in Canada
Kait O’Reilly
Work Less, Achieve More: The Technology Toolkit