PORTFOLIO MANAGER INSIGHTS
Retirement Income Forum – June 2026
Join us in person as we explore practical solutions and strategies for building sustainable retirement income for your clients, even during market downturns. The Forum will also feature tax-smart planning strategies that you can apply now, to help retirees and those on the cusp.
Please select a location below to view the agenda.
Location
Date
Speakers, order, and times are subject to change.
Does Dynamic’s Retirement Income Forum qualify for CE credits?
Yes, however, the following must be met:
- You will receive a reminder email closer to the event date, which will include event details along with a custom QR code.
- You will be required to present this QR code at the registration desk for scanning and check in.
- You must attend all sessions to qualify for CE credits.
How do I qualify for CE credits?
When attending in person, you will be required to present the QR Code from your reminder email to be scanned at registration & check in. You must attend all sessions to qualify for CE credits.
How many CE credits can I receive from participating in Dynamic’s Retirement Income Forum?
Presentations will be evaluated at the conclusion of the event. The CE evaluation process typically takes up to 6-8 weeks.
When will I receive CE credits if I qualify?
Once the 6-8 week CE evaluation process is complete and the CE credits have been awarded, they will be emailed to you directly. You will also be able to view and download your certificates under your CE History in the Education Zone. To access the Education Zone, you must be a fully registered advisor on the dynamic.ca website.
If you are not currently registered, please register for access.
Where can I find my CE certificates?
CE certificates will be emailed to you directly and will be uploaded to the Education Zone under your CE History.
Who can I contact if I have questions about CE credits?
If you have questions relating to CE credits, you can email education@dynamic.ca.