The Future of Group Pension Plans: What do today's employees actually want?

October 16, 2019 11:30 AM to 1:15 PMDelta Hotels Saskatoon Downtown (formerly named Radisson Hotel Saskatoon), 405 - 20th Street East, Saskatoon, Saskatchewan
Area of Interest: Pensions, Networking Format: In Person

Darren Ulmer, CFP, CHS, Elite Partner Advisor at Sun Life Financial, Global Professional Speaker, and Author, will provide an update on the status of DB plans in Canada (whatever happened to my dad’s DB plan?). He will explore how DPSP plans seem to be replacing DCPP plans and why. He will also share information around “fees” in group RSP plans versus personal plans and how to communicate that value to employees. Lastly, he will discuss the growth of TFSA’s inside of group savings plans. Darren’s presentation, as well as promising to be current, promises to be very entertaining!

  

Darren Ulmer, CFP, CHS, has been active in the group benefits and pension markets with Sun Life Financial in Saskatoon for over 15 years. His practice focuses on working with new business owner clients with 5 – 25 employees, plus. Darren believes it is important to work with business owners as they start their business to help them gain an understanding of how benefits and savings/pension plans for employees will benefit employers in the long run by being able to attract and retain quality people right from the start. Darren is regularly referred by several accounting firms in Saskatoon to assist their clients in implementing group benefits and savings/pension plans for their businesses.  Darren has a first hand knowledge of the benefits a group plan and group savings has for employees being a cancer survivor himself and seeing how both are affected during times of illness. Darren is the current President of the North Saskatchewan Chapter of Advocis (Canadian Financial Advisor Association), a member of the Canadian Association of Life Underwriters (CALU), and also The Million Dollar Roundtable (MDRT) representing the top 1% of Financial Advisors world wide. Darren is also a professional speaker who has presented on stages as far away as Batu Malong, Indonesia, Hong Kong, China, every province in Canada, and for the National Association of Independent Financial Advisors (NAIFA) in the United States. 

         

Schedule: Registration: 11:30 am, Lunch: 11:45 am, Presentation:  12:15 pm – 1:15 pm  

CE Credit:  This session qualifies for 1 Continuing Education credit for the Insurance Council of Saskatchewan (one credit per hour). 

Luncheon Fees:    

     CPBI Member: $40.00 including GST

     Student Member: $25.00 including GST

     Non-Member: $86.25 including GST 

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