Events

Perspective Series - Past Events

 

The Perspective Series - Our Live Webinar Series designed to Simplify the Complex

 

April 23, 2020 at 3pm – Brad Smith, Senior Wealth Advisor of IPC Securities & Advice First Financial shares his perspective on Bear Market – What to Expect Next for Your Investments. Click here for a replay of the event.

 

April 29th, 2020 at 4pm Julia Bernier, Invis Mortgage Agent shares her perspectives on Strategies for Managing Debt. Click here for replay of the event.

 

May 7th, 2020 at 4pm Rosanne Robinson, Registered Dietitian shares her perspectives on Isolation Eating and how to Conquer It. (No replay available for this event)

 

May 14th , 2020 at 4pm Rana Chauhan, Chief Investment Strategist with Counsel Portfolio Services shares his perspective on the current market climate.

 

 

May 21st, 2020 Angelique Gray, CPA, CA, LPA, Clarke, Starke & Diegel LLP shares her insight for Navigating the 5 Emergency Measures for Business Owners.  Click here for the replay.

 

 

May 28th, 2020 Rahim Dhalla, Senior Portfolio Strategist & Director of IPC Private Wealth shares his perspective as Brad Smith interviewed him about the IPC Private Wealth Manager Insights. Click here for the replay.

 

June 4, 2020 Stephen Grant of Madorin, Snyder LLP Barristers and Solicitors shares his perspective on Estate Planning During a Pandemic – What you need to know. This is Part 1 in our Estate Planning Series. Click here for a replay of the event.

 

June 11th, 2020 – Brad Smith, Senior Wealth Advisor and Tim Borody, Associate Advisor of IPC Securities & Advice First Financial shares their perspectives on the 6 Decisions you need to make for a successful wealth transfer. This is Part 2 in our Estate Planning Series. Click here for a replay of the event.

 

July 9th, 2020 – Brad Smith, Senior Wealth Advisor of IPC Securities & Advice First Financial and Chris Reynolds co-founder, President and CEO of Investment Planning Counsel discuss Leading Through Change and how Investment Planning Counsel has adapt to changes in the financial planning industry as a result of COVID-19. Click here for a replay of the event.

July 16th, 2020 – Brad Smith, Senior Wealth Advisor of IPC Securities & Advice First Financial and Andrew Shredl, SVP National Business Development of Investment Planning Counsel discuss the role and responsibilities of an executor and the challenges they face.  This is part 3 in our Estate Planning series. Click here for replay of the event.

   

 

July 23rd, 2020 – Brad Smith, Senior Wealth Advisor of IPC Securities & Advice First Financial and Bunny Ninaber MDiv RP, of Bunny Ninaber Couseling Services discuss anxiety. What it is and how you can make it work for you rather than against you.  Click here for the replay of Taming Your Dragon: Understanding and Managing Anxiety.  Click here for replay of the event.