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Speaking Engagements Mark Halpern, CFP is available to speak to your organization. Please contact us for more information Select Presentations by Mark Halpern, CFP: De Havilland Aircraft and Bombardier Retired Employees. "The importance of financial planning and why long term care insurance makes sense". Manulife Financial Associate Advisor Conference "My Critical Path" No Frills National Franchisees Association Annual Meeting. "What Every Business Owner Needs to Know". Rogers Communications National Sales Conference in Toronto. "The Power in You: Insights on Becoming Successful in Life as a Whole Person". Investors Group Tri-Region Planners Conference "Insights on the Importance of Living Benefits for Financial Advisors and their Clients". Canadian Imperial Bank of Commerce (CIBC) Special Client Evening "What Every Business Owner Needs to Know". Blaney McMurtry LLP Lunch and Learn "What every Lawyer Needs to Know" Prudential Sadie Moranis Realty "What every Real Estate Professional Needs to Know" University of Toronto and York University students: Maimonides Leadership Development Program "Business Leadership and Ethics". Toronto Chapter of Advocis, "The Importance of Marketing for Successful Financial Advisors". Beth Jacob Seminary of Toronto "Smarter Giving: New Ways to Multiply Charitable Giving using the Same Dollars". ACE INA Life Insurance in Toronto and Mississauga - "Insights on the Importance of Critical Illness Insurance for Group Benefit Plans". Sun Life Insurance: Practice Development Retreat in Montebello, Quebec. " Insights on Critical Illness Insurance and becoming the Top Living Benefits Advisor in Canada". Manulife Financial Fall Kickoff Meeting: Keynote address "An Advisors Perspective on Critical Illness and Marketing". No Frills Ontario Franchisees Association biannual meeting "What Every Business Owner Needs to Know" "I heard Mark interviewed on Money Talks radio with Jerry White and was intrigued by the critical illness insurance he specializes in. We set up an appointment in his office and I approached our meetin... " Read more Ms Susan Jackson Chartered Accountant "Mark has been our Insurance and Financial Advisor for fifteen years. We trust him implicitly to always find us the best solutions to meet our changing needs. What is truly amazing is that even after a... " Read more Lee Rand President Rand Research Corporation "I responded to Mark's radio advertising on 680News, and he made it all so easy for me. He showed up on time, his cell phone never rang in our meetings and he returned my calls promptly. There was no h... " Read more Dale Asser Shorthorn Cattle Breeder Hillhaven Farm | |
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