Re-Discovery:  Introspection Required to Meet New Demand

Are financial advisors failing the next generation?  A new survey says “yes”, as younger investors are dropping their financial advisors in favor of DIY (Do-It-Yourself) investing.  This requires introspection, especially by advisors who want to build practices for the future.  Fees are a big trigger, but looking more closely, there are two more compelling reasons which top advisors can step up to address.

Those issues include the challenges presented by housing market and the fact that has been a significant reduction in the prevalence of workplace pensions for Millennials and Gen Zs.  This is putting much more pressure on these generations, causing them to seek more control over their finances.   But they are the very issues top advisors should be helping with, in collaboration with tax specialists.  Young generations are looking to have conversations about futures and need advisors to be proactive about this.  Otherwise, the alternative is DIY.

These and other cutting issues will be explored at Virtual DAC 2021, Oct 17 – 19 by top thought leaders that have new solutions in mind.  “It’s never a small feat, but this year we are thrilled to offer the richest program ever to help advisors help their clients rediscover their financial stride,” says Evelyn Jacks, President of Knowledge Bureau and Program Director of Virtual DAC Acuity 2021. “Advisors who want to build practices for the future – and future generations - won’t want to miss this opportunity to think strategically with presidents of organizations, academics and top wealth advisors about financial survival in this new environment.” 

The online conference, which takes place October 17-19 online, features eight senior executives, two best-selling authors, leading scholars and top wealth advisors. Enrol today so you don’t miss the June 30 early-bird deadline and special tuition rates, or the outstanding though leadership at DAC 2021.

• Why We Need to Do More: The Notion of Ethos with Special Guest Dr. Paul Bates
• Practice Management: The Greatest Recovery on Earth with Evelyn Jacks, President, Knowledge Bureau
• Investment Planning: What if Conventional Wisdom is Wrong? Featuring Dr. Jack Mintz
• Estate Planning: Intergenerational Wealth Planning with Trusts with Christine Van Cauwenberghe
• Cross-Border Tax Planning…Global Families: Beware the Multi-Million Dollar Tax Traps with Dr. Dean Smith
• Responsible and Sustainable Investment Strategies with Duane Green
• Digital Disruption: Social Media Strategies for Leaders with Darrell Keezer
• Starting Points: Lessons Learned and How to Build on Them with Joe Glionna, President, Newcom Media
• Technology and Transformation: Digital Finance and Its Implications with Som Seif, CEO Purpose Investments
• Privacy, Security and the Small Business Owner with Kiran Thakkar, Ast. VP & Sr Business Compliance Officer, Canada Life
• Ask the Panel: Ethical Dilemmas with host Chris Logan, Head of Marketing Americas Franklin Templeton, and panelists:  Robyn Thompson, President, Castlemark Wealth; Doris Woodman McMillan, Numbers Unlimited; and Al Jones, President,  A. Jones Wealth & Estate Planning 
• Rebuilding Financial Health with Lori Lee, Regional Directory Key Accounts, Manulife Bank
• Managing Mental Health: Taking Care of Our Human Resources with Dr. Brian Shaw, Sports Psychologist to the Toronto Blue Jays
• Wealth Planning: Are Wealth Taxes on the Horizon? Featuring Kim Moody, CEO, Moody’s Tax Law
• Dare to Dream Big: Why the Future is Bright for Advisors in a New Economy with Jordy Chilcott, Executive VP, Wealth Strategies, Wellington Altus

Plus, you’ll love the perspectives of two outstanding young advisors who are your MCs for the event:  Frank Ryan and Sara La Gamba.  Visit the interactive online agenda to learn more about these speakers in the bios you can click into from each session!

At Virtual DAC 2021 everything is included! Stellar education, up to 30 CE credits, all the libations to make this your best conference ever… and more! Experience world class thought leadership and network with a national audience of tax, accounting, bookkeeping and financial professionals October 17-19.

For more details about the speakers and their sessions, visit the interactive, detailed agenda page and stay tuned for more information and speaker videos as they become available!