Many clients are asking about this topic! Come and have a chat with hosts Graham Young & Chantell Arsenault to discuss and share strategies on client communications. BA also has a tool for you to help communicate with your clients that we can walk through and share for your use. What else is on your mind? Come 'Click & Connect' with your fellow BA advisors!
Presenter: Alex Sabat
Join Alex Sernoskie, Manager, Employee Benefits at BA Member Firm Capcorp as they lead an interactive discussion about group savings plans with clients who don’t have one.
Join BA Member Doug Calow of Calow Benefits Group Inc. as he hosts this interactive Click & Connect discussion about the proposed Diabetes and Birth Control Coverage for Canadians.
Join BA Member Amr Galal of Bridgewell Financial, as he hosts this interactive Click & Connect discussion about understanding the private healthcare and executive healthcare landscape in Canada
Theme: Mental Health Presenter: JP Nyholt
Join Alex Sernoskie, Manager, Employee Benefits at BA Member Firm Capcorp Financial, as they lead an interactive discussion about group savings plans with clients who don’t have one.
Bias is an inevitable part of the human experience, and ultimately in business - the more we can understand and catch our bias, the better we can make well-rounded decisions. Join the discussion on identifying and addressing bias in benefits administration and strategy, and how we can help ensure that decisions related to benefits planning are fair and unbiased.
Join us on Thursday, June 20th from 12:30pm-1:15pm EST as peer Kirk Davis, President at BA Member Firm Davis Benefits & Pensions Ltd., shares with us what his firm does and why they do it! What else is on your mind? Come Click & Connect with your fellow BA advisors!
Join us on Thursday, July 4th from 12:30pm-1:15pm EST as peer Cary Brunett, Service Manager at BA Member Firm Sutton Benefits & Pension, leads an interactive discussion focused on employees, that involves different layers. Cary will go over individual meetings about plan details and investments as well as group sessions for enrolment and various educational topics. Cary shared that “We are very hands-on with our clients and their staff to allow them to be more active in their savings.”
Presenter: Mike Sanderson
Please join Bob Wilhelms, Benefits Consultant at BA Member Firm Elev8 Wealth Advisors Inc., as he leads an interactive session about a topic that is seldom discussed or even contemplated. Bob has a background on this topic and can share several unique approaches. At the same time, he is interested in hearing other perspectives! Bob shared with BA that “I realize that often benefit discussions are through employers, but I can attest that there is a market for Labor sponsored plans and Unions that could use assistance during their collective bargaining process.” No experience needed BA Members – we encourage you to come out as you Click & Connect with peer BA Members from across Canada.