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For the first time we'll have the Plan Administrator Checklist Workshop presented with an employment lawyer in attendance (and participating) . This valuable resource will be available to throw her two cents in on many of the contentious issues that affect employers. A legal take on items like changing conditions of employment, implementing company policies, dealing with disabilities and difficult terminations will make this event more valuable than ever. This smaller workshop style event will encourage interaction throughout, so bring your cases, and areas of concern for group discussion.

This event is made for advisors, assistants, insurers, TPA's and anyone that is interested in taking their benefits game to a new level. Many of the attendees have participated in this event multiple times over the years learning new things each time.

This event will include hot breakfast and lunch and provide 6.0 Ontario Continuing Education (CE) credits for attendees of the ENTIRE event.

"Building and Using a Plan Administrator Checklist"

  • This seminar is a must for those who specialize in employee benefits or that want to. Hundreds of brokers have attended this seminar with many making it an integral part of their business practice.
  • We will help you create a checklist to utilize when you install new cases, train new plan administrators and conduct client renewals.
  • Information reviewed will include: taxation, privacy, administration, HR issues and other items that will help reduce both broker and client liability. 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 past legal cases and legislation that affect employers and employees
  • Review of topics to watch in the coming year including: Return to work, new policies that may be needed, hybrid work arrangements and the many Ontario proposed and implemented changes to the ESA, OHS that employers will encounter
  • Don't miss this opportunity to engage with a lawyer on the issues that matter you and your clients.


Paramount EventSpace
222 Rowntree Dairy Road
VaughanOntario, Canada

We are located in the Munroe Room (upstairs on left)

See route

Contact us

For additional event or venue information, please email dave@cgib.caYou can also reach us at +1 9058869203

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