Equitable Life’s Value in Focus Roadshow featuring Invesco Canada

Event Information

Share this event

Date and Time

Location

Location

Sheraton Parkway Toronto North Hotel & Suites

600 Highway 7

Richmond Hill, ON L4B 1B2

Canada

View Map

Event description

Description

Your clients come to you for help in achieving their financial goals. Whether it is saving money for short-term goals or something a bit farther down the road like retirement or leaving a financial legacy. Regardless of the intention, your clients want someone they can rely on to provide advice, support, encouragement…to help them reach their goals.

As an advisor growing your business, you are constantly faced with the demands of keeping up with the financial markets, deconstructing economic conditions both here and around the globe. You face the challenge of proving your worth to clients and being transparent when it comes to transactions and fees.

The Value in Focus Roadshow gives centre stage to the question of the value of advice. On this Equitable Life will deliver a presentation highlighting both your value as an advisor and how segregated funds can increase the value you deliver. Invesco further brings to you a practical lesson on delivering and communicating your value through their Priceless Program.

To get you caught up on the latest financial market trends Erin Greenfield from Invesco will also be discussing how the Invesco Global Balanced Fund is positioned to capitalize on today’s market environment.


AGENDA

Breakfast 8:00 a.m. to 8:30 a.m.
Meeting 8:30 a.m. to 11:30 a.m.



Invesco Canada Guest Speakers

Erin Greenfield, Vice President, Portfolio Manager

Rob Kochel, Vice President, Invesco Consulting


Equitable Life Guest Speakers

Scott Stobo, Director Product Development and Marketing, Savings and Retirement

Benjamin Reed-Hurwitz, Product Manager, Savings and Retirement



Also in attendance

Judy Williams, Vice President, Savings and Retirement
Equitable Life of Canada

Joseph Trozzo, Regional Vice President, National Investment Sales
Equitable Life of Canada

Mark Studer, Regional Vice President, National WFG Sales
Equitable Life of Canada

Graeme Allan, Regional Investment Sales Manager
Equitable Life of Canada

Christen Chow, Regional Investment Sales Manager
Equitable Life of Canada

Giuliano Savini, Regional Investment Sales Manager
Equitable Life of Canada

Date and Time

Location

Sheraton Parkway Toronto North Hotel & Suites

600 Highway 7

Richmond Hill, ON L4B 1B2

Canada

View Map

Save This Event

Event Saved