By age 40, about 50% of Canadians will have or have had a mental illness
It’s very likely that a large segment of your book has experienced mental illness – either firsthand or through a loved one. However, mental health is rarely addressed in financial plans, resulting in a missed opportunity. On Oct. 20, host Brad Fedorchuk and keynote Adam Wiseman, an expert on navigating client’s psychological needs, will discuss how you can accelerate the planning process and create powerful client experiences. Adam will share how to: • Skillfully approach the topic in a professional relationship • Account for the impact of mental illness on estate planning and investment behaviors • Enhance the value of your advice by making financial and mental well-being a focus Register now!