Title: Advising an Aging Population: A Roadmap for Advisors

Hosts: Cas Litwin, CCO, IPC Investment Corporation & Glenn Saunders, CCO, IPC Securities Corporation 

Description: As our population ages, financial advisors increasingly face the challenge of assisting clients with powers of attorney, executor duties, and estate planning, often when it's almost ‘too late’. This has become more pressing, underscoring the need for proactive planning. 

With Canada’s aging population growing fast; the demand for advisors skilled at supporting senior clients and families through this planning shift is greater than ever. Regulators too are intensifying their focus on senior issues, making it crucial for advisors to stay ahead of the curve. In this session, we share a roadmap to effectively serve senior clients. We’ll cover a variety of key topics, including regulatory expectations, dealing with a decline in a client’s mental capacity, powers of attorney, financial abuse prevention, and the importance of a trusted contact person. 

Join this session for practical insights and strategies to navigate these complex scenarios, so you can provide invaluable support to your clients, protect their financial futures, and protect your business. 

Date: Tuesday, September 17

Time: 11:05 AM to 12:05 PM