Events

Oct

The employees' perspective of pension plans - all options are not created equalOctober 19, 2005 7:30 AM to 9:30 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonPatrick Longhurst, CFP, FCIA Keeping it simple: Many people are confused about the choices that are available to them at retirement. Patrick Longhurst understands that the issues around retirement may seem frighteningly complex. That is why he has made a commitment to explaining pension issues and investment strategies in everyday language. When you have a clear understanding of the issues, you will be in a better position to make decisions that are right for you.

Event: 8 of 100 Registered

Sep

What you really need to know about the CAP Guidelines (and what you can forget about)September 28, 2005 7:30 AM to 9:00 AMMayfair Golf and Country Club, Edmonton, Alberta Format: In PersonSpeaker: Christopher Cartwright, Standard Life Hear the inside scoop from someone who was there. Find out the most essential - and often overlooked - section of the Guidelines. Discover the industry's biggest misconceptions about the Joint Forum's intentions. Have your questions about compliance answered once and for all. Christopher Cartwright, Manager, Marketing Strategy, has been in the financial services industry for over 30 years, working on all aspects of group retirement planning. He is responsible for understanding the evolving needs of plan sponsors and members and identifying effective solutions. Since 1999, Chris has been closely involved in the work of the Joint Forum of Financial Market Regulators as it pertains to the regulation of CAPs. He was a member of the CAP Committee’s Industry Task Force that helped draft the Guidelines. Throughout the process, he has drawn attention to the Joint Forum’s efforts, examining and clarifying the intent and the implications of the CAP Guidelines. His articles have been published in Benefits Canada, Benefits and Pensions Monitor and in Defined Contributor Monitor. He is also a member of a second Industry Task Force of the Joint Forum, this one dealing with differences in investment rules among pension, insurance and securities regulators. Chris is currently the Chairman of the Committee on Group Retirement Plans of the Canadian Life and Health Insurance Association.

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