2025 Financial Planning Summit Agenda

• Ethics and Professional Responsibility

• AI in Underwriting

• Building a Sustainable and Thriving Practice- Join us as we feature accomplished financial advisors as they pull back the curtain on their journey in the industry.

• Advocis Update

• Changing the Rules Halfway: Planning Implications on the 2024/2025 Federal Budget

• Insurance Regulatory Trends

• AI in Finances

• Live Podcast

• Navigation 2025- Views on the US, Canadian and Global Economy and Markets

As of February 15, 2025