Equitable Life’s Value in Focus Roadshow featuring Invesco Canada
Canada @ (CA)
Your clients come to you for help in achieving their financial goals. Whether it is saving money for short-term goals or something a bit farther down the road like retirement or leaving a financial legacy. Regardless of the intention, your clients want someone they can rely on to provide advice, support, encouragement…to help them reach their goals. As an advisor growing your business, you are constantly faced with the demands of keeping up with the financial markets, deconstructing economic conditions both here and around the globe. You face the challenge of proving your worth to clients and being transparent when it comes to transactions and fees. The Value in Focus Roadshow gives centre stage to the question of the value of advice. On this Equitable Life will deliver a presentation highlighting both your value as an advisor and how segregated funds can increase the value you deliver.
Invesco further brings to you a practical lesson on delivering and communicating your value through their Priceless Program. To get you caught up on the latest financial market trends Erin Greenfield from Invesco will also be discussing how the Invesco Global Balanced Fund is positioned to capitalize on today’s market environment. AGENDA Breakfast 8:00 a.m. to 8:30 a.m.Meeting 8:30 a.m. to 11:30 a.m. Invesco Canada Guest Speakers Erin Greenfield, Vice President, Portfolio Manager Rob Kochel, Vice President, Invesco Consulting Equitable Life Guest Speakers Scott Stobo, Director Product Development and Marketing, Savings and Retirement Benjamin Reed-Hurwitz, Product Manager, Savings and Retirement Also in attendance Judy Williams, Vice President, Savings and RetirementEquitable Life of Canada Joseph Trozzo, Regional Vice President, National Investment SalesEquitable Life of Canada Tracy Heath, Regional Investment Sales ManagerEquitable Life of Canada