Retirement Income Forum – June 2026

During this session, we shared insights for building sustainable retirement income for your clients, even during market downturns. The Forum also featured tax-smart planning strategies that you can implement now, to help retirees and those on the cusp.

Please select a location below to view the presentations.

Looking for CE Credits? If it is your first time viewing the presentations, please click the ‘sign up for on-demand’ button in the virtual location section below and watch the replays of the presentations within the virtual platform in full and answer the pop-up questions.

The video replays below are for informational purposes only.

Location

Date

Venue

Register now
AM
 

Speakers, order, and times are subject to change.

Does Dynamic’s Retirement Income Forum qualify for CE credits?

For in-person locations

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.
For virtual session

Yes, you will need to view the presentations in their entirety within the virtual platform and answer the pop-up questions presented to you.

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.

When attending virtually, you need to view the presentations in their entirety within the virtual platform and respond to the pop-up questions. CE credits are based on attendance and time tracking. If you were not able to watch the live session in full, you may return to the virtual platform to listen on-demand to complete your viewing. On-demand recordings will be available until August 7.

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.