DAC Acuity 2022: How Can You Get More Distance from Your Pension Plan?

When your clients unlock their pension plans in the current environment, they will want to know how to build momentum and the straightest line to growth as they invest for their future.  Knowing more about the tax and pension law can preserve wealth; in fact, using a multi-generational approach can make millions of dollars of difference in some cases. Learn more from JP Laporte, CEO, Integris Pension Management Corp, at DAC Acuity 2022 in Niagara Falls, October 16-18.

Ignorance of tax and pension laws can be very costly if you don’t know how to protect yourself. The decisions you make can be the difference between millions. When you don’t understand the rules, you make decisions on what you do know. JP Laporte will discuss solutions that address tax optimization that get more mileage out of a Pension Plan, and will elaborate with a compelling case study on adding family members to the pension. It’s a session tax and financial professionals won’t want to miss!

Jean-Pierre Laporte, BA, MA, JD is CEO of INTEGRIS Pension Management Corp. and a pension lawyer.  He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance.  For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee medal in October 2012. 

The Agenda.  Of course, you don’t just come to DAC for the networking, there is the serious work of understanding the trends that lead to sound decision-making with your clients in the current environment.  Here are some highlights from this year’s educational agenda.

On the Full Agenda:

• Velocity: The Speed of Change and Its Effects on Your Work
• Ethical Behaviors: Breaking Down the Duties of Care
• The Velocity of Money: The Rate of Spending and Its Impact on Investors
• Coming Home: The Tax Quagmire for Ex-Pats
• Team Building: Lunch at the Improv
• New Money Demographics: Integrating Digital Currency in Investment Conversations
• Hedging Risk: How to Manage Volatility to an Investor’s Advantage
• Investor Behavior: Managing Fear of Missing Out
• Truth & Reconciliation
• Rethinking Wealth Advisor Services
• Help Wanted: Transformative Leadership for Canada
• The Speed of Tax Change: What it Means for You and Your Clients
• New Trends in Group Benefits
• How to Get More Distance from Your Pension Plan
• Planning for Disability: A Multi-Advisory Case Study
• Doing Good: Why Making a Social Impact Matters to Your Next Client
• Velocity: The Need for Speed to Succeed

Learn more about the speakers who will be delivering these informative and inspiring sessions as we feature them in upcoming editions of Knowledge Bureau Report.

Visit the DAC page often for updates to this comprehensive agenda!