The 12th Annual Symposium of the Institute of Advanced Financial Planners (IAFP) was held in Calgary, Alberta, September 28th to October 1st, 2014. It was very well attended with almost 1/3 of the attendees being non-members, including students from Mount Royal University’s Bissett School of Business.
The theme, Fifty Shades of Greying, identified the future needs and challenges all professional planners will have to face one day. Our Symposium Committee, Kathy McMillan, Russell Todd and Melanie Twietmeyer, did an outstanding job of assembling a diverse group of speakers to address the myriad of aspects involved in succession planning. New to this year’s symposium were group discussions after each session giving participants more opportunity to share their thoughts and ideas. There was also a timely panel discussion on the CRM2 regulations and sessions on social media and how it impacts and can be used in our practices.
Our 2nd Annual Advanced Education Day saw the attendance double over last year, almost all of whom plan on attending again next year. Participants had the opportunity to spend valuable time with various sponsors as they addressed the case study, benefiting directly from their educational expertise within a more interactive environment.
The Gala dinner and dance was held at the Wainwright Hotel in Calgary’s Heritage Village. The Wild-West show had everything including a gun fight, good guys, bad guys, damsels in distress and a kidnapping. Russell was released in time to join the others to enjoy a delicious meal and dancing.
To see more pictures from our 2014 Symposium, and even a video of the Kidnapping of an R.F.P., click the logo to visit our Facebook page.
The Institute of Advanced Financial Planners is proud to support the Mount Royal University’s Bissett School of Business through mentorship opportunities at this year’s Symposium.
Last updated: 21 Jul 2019 11:41 PM
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