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SNAPSHOTS SYMPOSIUM

FOCUSED ADVICE. EMPOWERED SOLUTIONS.

June 18, 2025

Why attend

In today's rapidly changing political, economic, and taxation landscape, your clients need guidance more than ever. Join fellow advisors nationwide to discover gain strategies to build, preserve & extend wealth.

✓ Interactive virtual format
✓ Practical, actionable strategies
✓ CE credits included: 4.5 CM/PD IIROC, 4.5 MFDA Business Conduct ( non-ethics)

Morning Sessions (ET)

10:45 - 11:00: Virtual Platform Opens
11:00 - 11:05: Welcome & Introduction (Mark Brisley)
11:05 - 11:35: Keynote: Building, Preserving & Extending Wealth (Evelyn Jacks)
11:35 - 12:35: Power Panel: Canada's Economic Transition (Dr. Jack Mintz, Dan Kelly, Kim Moody)

Afternoon Sessions (ET)

1:00 - 1:50: Keynote: Managing Retirement Disruptors (Daryl Diamond)
2:00 - 3:30: Power Panel - SNAPSHOTS: FOCUSED ADVICE (Jenifer Bartman, Sharon Conrod, Dr. Dean Smith)
3:50 - 4:00: Orientation to Snapshots Resources, Symposium Close and CE Testing