Institute of Advanced Financial Planners - IAFP

The 2024 IAFP® Symposium starts today! Welcome to all the attendees! It's going to be a great event!

Don't miss out on the chance to expand your financial planning expertise! Register for the virtual IAFP® Symposium today: https://lnkd.in/eGDbD-me

Portland Portfolio Manager, Dragos Berbecel, CFA, will be speaking next week at the 22nd Annual Institute of Advanced Financial Planners - IAFP Symposium! Dragos will be sharing insights on how precision oncology and the global shift toward nuclear energy are creating significant investment opportunities. It isn't too late to register for the virtual symposium! 🌍💼 #IAFP2024 #NuclearEnergy #PrecisionOncology #allthingsnuclear

There's still time to register for the Virtual Symposium! Don't miss out on the chance to learn from industry experts, earn CE credits and enhance your financial planning expertise! The IAFP® Symposium begins on Wednesday! Register for the virtual symposium here: https://lnkd.in/eGDbD-me

There's still time to register for this year's IAFP® Symposium! Don't miss out on your chance to earn up to 29 CE credits by attending breakout sessions like "The Advisor's Field Guide to Private Credit." This interactive presentation by Michael Steepe will answer all your Private Credit questions and provide an overview of strategies from U.S. mega-funds, BDCs, interval funds, and niche specialty lenders. Gain valuable insights and expand your knowledge—this session will leave you with plenty to consider. Register now and secure your spot! https://lnkd.in/eGDbD-me

Session Spotlight: Social Impacts on the Senior Buyers Journey Seniors are a fast-growing demographic in the financial services industry. Amanda Richards will look at how societal factors influence their decisions, and explore how these interactions shape the buying behaviours of older adults. Understanding these influences can help financial advisors tailor their messaging, products, and services to better meet their needs. Don't miss out on this and other great sessions! Register today! https://lnkd.in/eGDbD-me

Get ready for an inspiring conversation with one of Canada’s top investors, Michael Lee-Chin! Join us as Michael shares his blueprint for wealth creation, built on his proven 3 P Framework: Predict, Plan, and Persevere. Learn how to anticipate demographic shifts, strategically plan, and stay resilient in the face of challenges to capitalize on emerging opportunities. Don't miss this chance to gain valuable insights on leadership, grit, and the future of investing from a true visionary. #WealthCreation #InvestmentStrategy #Leadership #MichaelLeeChin #FutureOfInvesting #FinancialPlanning https://lnkd.in/eGDbD-me

Welcome To Our Newest R.F.P.®. — Cam Andrusiak, R.F.P.®, CFA® Cam Andrusiak, Investment Advisor with Independent Financial Services at iA Private Wealth, creates holistic financial plans tailored to the unique needs of each client, guiding them toward their current, future and retirement goals. “Earning the R.F.P.® designation connects me with a community of elite peers and showcases my commitment to comprehensive financial planning.” Please join us in congratulating Cam! #RFP #IAFP #financialplanning

Speaker Spotlight: Geoff Lang Geoff Lang is a committed investment professional with over a decade of leadership experience. His exposure to private equity in all its forms affords him a unique perspective on the asset class and the benefits it offers. His session, Canada’s Housing Market: Trends, Insights & Opportunities, will examine the tailwinds currently impacting multi-residential rental apartments and reveal long-term market trends, highlighting distinctive investment opportunities within real estate. Don't miss this session - register today! https://lnkd.in/eGDbD-me

The 2024 IAFP Symposium isn't just about numbers and strategies! While we learn during the day, the evenings are for having fun! Get ready to unwind at our grand finale Murder Mystery Dinner, Friday September 27th...an evening filled with suspense, laughter, and delicious food as YOU become part of the investigation to solve the crime. Tickets for this optional event are available when you register for the symposium. https://lnkd.in/eGDbD-me