Reducing Plan Sponsor Liability around Employee Benefit Plans


This event is made for advisors, assistants, insurers, TPA's and anyone (even employers) that are interested in taking their benefits game to the next level. Many of the attendees have participated in this event many times over the years, and keep coming back, learning new things each time.


The smaller workshop style event will encourage interaction throughout, so bring your problem 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) but then ramp it up to share the higher level secrets very few advisors are aware of.
  • You'll walk away with tools to help attract new clients, retain existing ones and improve your practice while also reducing liability for all participants
  • Information reviewed will include: taxation, privacy, administration, HR issues and other items that will help reduce client risks (many they were not even aware of). The content will assist you in adding more value to your client relationships and to move the discussion away from price to one of added value.
  • We guarantee that you will learn things to help attract new clients, maintain existing relationships and improve your practice.


"What's New in Employment Law"

  • Alexsandra will cover;
  • some of the important recent legal cases and legislation that affect employers and employees (and we've had some doozies)
  • a review of Ontario legal changes including changes to the ESA that may effect employers
  • Don't miss this opportunity to engage with a lawyer on the issues that matter to you and your clients.


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.

Location

Paramount EventSpace
222 Rowntree Dairy Road
Vaughan, Ontario, Canada

We'll have a welcome dinner the night before (Tues) at the Botticelli Restaurant in the hotel (at your expense).

Discounted rooms at the Monte Carlo Inn Vaughan Suites
705 Applewood Cres. Vaughan
King $ 139.90 +tax - Details below.
CGIB April15thMChotel.pdf

See route

Contact us

For additional event or venue information, please send an email to dave@cgib.ca

Sponsors