CGIB April 16^th 2025 Workshop - TORONTO

Employee Benefit Plans: Reducing Plan Sponsor Liability

This event is a must for advisors, service team members, insurers, TPA's and anyone (even employers) who is interested in taking their benefits game to the next level. If you have attended the "Plan Administrator Checklist" in the past, this is an updated version of that session.

The smaller workshop style event will encourage interaction throughout so bring your challenging cases and areas of concern for group discussion. This is not a sit back and save your questions until the end type of event.

Topics Covered

• We will cover group insurance basics (that you THOUGHT you knew) and share the higher level information that many advisors are not aware of.
• You will walk away with tools to help you attract new clients, retain existing ones and improve your practice while also reducing liability for all involved.
• We will discuss: taxation, privacy, administration, HR issues and other information that will help reduce client risk that you may not even be aware you have.
• Content covered will support you in adding greater value to your client relationships and to move the focus away from price.

We guarantee that you will leave this event with information that will help you to attract new clients, maintain existing relationships and improve your benefits practice overall.

"What's New in Employment Law"

We are excited to have Aleksandra Pressey, an Employment Lawyer, back at this event. She will be available to respond to questions and will provide an update on:

• Important recent legal cases and legislation that affect employers and employees.
• Ontario employment law changes including amendments to the Employment Standards Act that may effect employers.

Don't miss this opportunity to engage with a lawyer on the issues that matter to you and your clients.

By setting benefit plans up right at the onset and educating clients you will build loyalty and reduce workload for all involved. Benefit industry professionals have participated in this event many times over the years, and keep coming back to stay current and learn more. Many return with interested clients/plan sponsors who will also benefit from the information shared.

Don't miss out on this valuable opportunity.

This event will include hot breakfast & lunch, and provide 6.0 Ontario Continuing Education (CE) credits for attendees of the ENTIRE event. There is no part-day CE, so clear your calendar and get ready to grow and improve your practice.