Retirement Plan Communication: A Case Study

March 19, 2020 11:30 AM to 1:30 PMFairmont Palliser, Calgary, Alberta
Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person
  

Please join us for lunch on Thursday March 19, 2020 at the Fairmont Palliser Hotel, 133 – 9 Ave. SW Calgary.

Michel and Brenda will share the retirement plan communication strategies for two of their shared clients. One established a brand new plan for their employees and the other undertook a detailed marketing and carrier search. Using a case study approach they will share how the same communication materials and strategies were positioned with each client yet deployed differently. How did it turn out? Join us to hear of the successes, challenges and lessons learned from all perspectives – insurer, consultant, employer and employee.

Cancellation Policy
  

 This session will be presented by:

 
  

Brenda Mullen | BComm | RPA

Consultant | Employee Retirement Plans

BELAY Advisory



Brenda joined Belay Advisory 11 years ago. In her lead role as employee retirement plan consultant she brings expertise, creativity and customized service experience to the employers who engage Belay Advisory, and the employees who benefit from having an employee retirement plan. 

With over 20 years’ experience she is well respected within the consulting and insurance industries. Prior to joining Belay Advisory, Brenda’s experience was gained at 3 large insurance companies. She has a Bachelor of Commerce degree from the University of Alberta, holds the Retirement Planning Associate designation and regularly participates in industry-affiliated educational opportunities in Canada and the United States.

Brenda and her family moved to Calgary from Edmonton 6 years ago. She is originally from Fort McMurray, Alberta. Outside of work her focus is spending time in Calgary’s mountain backyard with her husband and son, and daughter when she’s on University breaks.



 
 

Michel Cantin

Regional Sales Director, Western Canada

iA Financial Group


Michel is the Regional Sales Director for Western Canada at iA Financial Group. In this role, he works with plan advisors to provide innovative, tailored and cost-effective solutions to plan sponsors and their members. 

He joined iA in 2010 after 10 years at Morneau Shepell in both the Calgary and Quebec City offices. His consulting experience working with small and large Capital Accumulation Plans and Defined Benefit plans as a pension and investment consultant allows him to understand the unique perspectives of all stakeholders.

 

Michel has also been a director of Connect First Credit Union since 2010. He is currently the Chair of the Risk Committee and has served on all five board committees.

 

Michel obtained the Certified Employee Benefit Specialist designation in 2008 and graduated from Laval University in 2000 with a Bachelor’s Degree in Actuarial Science.

 

Originally from Quebec City, Michel has been living in Calgary for over 12 years. He is the proud father of three daughters aged 12, 6 and 4. In his rare spare time, he likes to golf, spend time in the great outdoors and travel.



 

When

Thursday March 19, 2020     
11:30 am to Noon - Registration and Buffet Lunch                         
Noon to 1:30 pm - Presentation and Questions         

 

Where

Fairmont Palliser Hotel                         
133 9th Avenue SW                         
Oval Room

 

 

 

 

 

 

 

Registration Fee

CPBI Members: $ 69                          
Future Members: $ 129                          
Table of 8: $ 699                       
GST #106865330 RT0007

 

Information 

Krista Frayn                         
Phone: (403) 888-3185           
albertasouth@cpbi-icra.ca

 


                  

Who Should Attend:

  • Plan Sponsors
  • Human Resource Professionals
  • Retirement and Benefits Professionals
  • Consultants and Brokers
  • Insurers and Plan Providers

 

In recognition of the continued support of our members, we will be showing our appreciation by drawing for a $50 gift card.  All members in attendance at program luncheons will be entered in the draw.


CE Certificate of Attendance can be provided upon request.

AIC CE Credits Pending.


 


Kim Duxbury

Gary Askin AVP

Fraud and Risk Management Sun Life Financial


BIO coming soon