Name
Stay Ahead of the Evolving Investor Landscape: Trends, Insights, and Strategies for Advisors
Date & Time
Thursday, October 2, 2025, 10:35 AM - 11:20 AM
Speakers
Description
Discover how financial advisors can stay ahead in a rapidly evolving landscape. This presentation explores the changing needs of investors—driven by shifting demographics, retirement trends, intergenerational support, and healthcare costs—along with insights into client mindsets around money and legacy planning. Gain actionable strategies and conversation starters to deepen client relationships and deliver exceptional value.
Location Name
Lakeview
Full Address
The Westin Calgary
320 4 Ave SW
Calgary AB T2P 2S6
Canada
320 4 Ave SW
Calgary AB T2P 2S6
Canada
Virtual Session Link
Location
Lakeview