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Bulletin #0655-M

Membership Information
2015 National Seniors Summit

Contact: Ian Strulovitch
BULLETIN #0655 – M
Director, Public Affairs
September 1, 2015
Phone: 416-943-7425
E-mail: istrulovitch@mfda.ca


MFDA Bulletin

Membership Information

For Distribution to Relevant Parties within your Firm

2015 National Seniors Summit

The MFDA is holding its second National Seniors Summit on October 29, 2015 at the Toronto
Board of Trade. This year’s Summit will feature leading experts from various fields of expertise
who will discuss relevant issues and provide actionable advice and best practices for servicing
senior clients.

Topics will include:
• Detailed demographic research pertaining to the investment industry
• Medico-legal issues when servicing senior clients
• Advising in Retirement – Draw-down and de-accumulation strategies
• Compliance Best Practices regarding seniors’ issues
• Viewpoints from the U.S. – Experiences and Best Practices from Regulatory and Industry
Participants
The Summit is open to all MFDA Members’ supervisory staff.

For further information on the 2015 National Seniors Summit and to register please visit
https://mfda.ca/members/SrSummit15/summary.html.

*TThe MFDA reserves the right to limit the number of registrations per Member as may be
required.

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