Each autumn we look forward to connecting with you at our annual WP Fall Roadshow.
Expanding on what we learn at our June Conference, we’ll engage with a variety of concepts around emotional and financial wellbeing, including organizational health, pension and tax matters, retirement and government benefits. Join us for a day of important and insightful conversation.
To register, simply click the link below for your location of preference and you’ll be guided through the process.
Registration now closed. Thanks for joining us this year!
Read the Recap.
Sample Agenda - Sudbury & Burlington
Breakfast & Registration
Land acknowledgement, Welcome introductions, WP updates
Client Relationship Model
Personal long-term security planning/inventory of resources
Group Pension industry trends
Break
Fun with music
Pension & Benefits administrative responsibilities + checklists
Lunch
Group Benefits industry trends
Partner resources
Break
Market update
Retirement ready
Closing remarks
