VANCOUVER AGENDA | RED DEER AGENDA | NIAGARA FALLS AGENDA | SPONSORSHIP | REGISTRATION | CE CREDIT INFORMATION

OUR 2026 CONFERENCE THEME

Effective Communication: Bridging Confusion and Clarity

“Helping Advisors Guide Seniors and Families Through Complexity With Confidence, Compassion, and Clarity One Conversation at a Time.”

As Canada’s population ages and elder planning becomes increasingly complex, advisors are facing a new reality: the greatest risk in senior planning isn’t product selection - it’s miscommunication. Confusion leads to hesitation, mistakes, and missed opportunities. Clarity leads to confidence, trust, and better outcomes for clients and their families.

The 2026 Elder Planning Issues Conference is built around one central mission: to equip advisors with the communication tools, strategies, and insights needed to turn complexity into clarity for aging clients.

This year’s theme, Effective Communication: Bridging Confusion and Clarity, reflects the growing need for advisors to navigate emotional conversations, cognitive changes, family dynamics, and increasingly intricate planning decisions with skill and sensitivity.

Why This Theme Matters More Than Ever

Elder clients are dealing with:

* Cognitive decline and decision-making challenges
* Rising healthcare costs and financial uncertainty
* Emotional stress around aging, independence, and legacy
* Conflicting advice from family members and professionals
* Complex insurance, estate, and retirement planning options

Advisors must be able to communicate clearly, compassionately, and confidently - not only to seniors, but also to caregivers, adult children, and multi-generational families. This conference provides the tools to do exactly that.

What Advisors Will Gain

Clarity in Complex Conversations - Learn how to simplify elder planning concepts so clients truly understand their options - and feel empowered to make informed decisions.

Communication Across Cognitive Decline - Recognize early signs of cognitive impairment and adjust your communication approach to protect the client and yourself.

Family Dynamics & Conflict Management - Navigate multi-generational conversations, mediate disputes, and keep planning on track even when emotions run high.

Documentation That Protects - Transform your notes, summaries, and follow-ups into clarity tools that reduce misunderstandings and strengthen compliance. Emotional Intelligence in Elder Planning - Understand the fears, resistance, grief, and denial that often accompany aging — and learn how to communicate through them effectively.

Clear Product Explanations - Explain insurance, annuities, long-term care, and estate tools in ways seniors can easily grasp.

REGISTRATIONS Opening Soon

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VANCOUVER (Richmond), BC – May 11, 2027

Hotel Location & Agenda - TBA

RED DEER, AB – May 13, 2027 – This location should appeal to people from Calgary & Edmonton, AB

Hotel Location & Agenda – TBA

NIAGARA FALLS, ON - Sunday May 30th - Tuesday June 1, 2027 You can attend either LIVE in person or by LIVE Webinar

See below on how you will earn up to 30 CE credits for attending Niagara Falls, ON EPIC in person or live web

View the agenda as it gets updated here - Niagara Falls Agenda

Wyndham Grand Fallsview Hotel

6455 Fallsview Blvd., Niagara Falls, ON

Steps away from the magnificent Niagara Falls, the Wyndham Fallsview Hotel offers guests the conveniences and comforts of a perfect vacation. The hotel is connected to the Fallsview Casino and the OLG Stage. No need for expensive trips elsewhere for top dining, or nightlife; Ruth’s Chris Steak House is located onsite, with other dining options including TGI Fridays Restaurant & Sports Bar and IHOP Restaurant.

The Accommodation fine print:

Any reservation cancelled after the cutoff date will be charged one night’s room rate plus taxes. No cancellations will be accepted within 72 hours of the check-in date. In the event that you do cancel within 72 hours of the check-in date, full charges will apply for the confirmed length of the stay. Early departures will be charged for their confirmed length of stay.

Program Times

* Sunday May 30, 2027, 5 pm - 8:30 pm - Registration / Opening Presentation & Meet n Greet Reception
* Monday May 31, 2027, Registration begins at 7 am. Presentations start at 8:45 am and finish at 5 pm
* Tuesday June 1, 2027, Registration begins at 7 am. Presentations start at 7:45 am and finish at 1 pm.

REGISTRATIONS Opening Soon

Your CONFERENCE FEE to attend the Niagara Falls, ON conference LIVE IN-PERSON

* EPC Member Fee - $XXX.00 + Tax
* Non-Members - $XXX.00 + Tax
* Spouses / Guest - $XXX.00 + Tax - No CE Credits

NOTE - * Current EPC members OR those who require CE Credits cannot be registered as a spouse or guest

Your Conference Fee Includes:

* Timely elder knowledge that you can immediately use in your practice with your aging clients and prospects
* Welcome Reception & Opening presentation on the Sunday evening
* All presentations on the Monday and Tuesday
* Breakfast, Coffee, Tea Breaks & Buffet Lunch on the Monday
* Breakfast, Coffee, Tea Breaks on Tuesday
* All conference materials
* 30 CE credits - How you will earn 30 CE credits for the 2027 Niagara Falls EPIC
* Discounted self-parking rate of $XX per day

Your CONFERENCE FEE to attend the Niagara Falls, ON conference LIVE WEBINAR PRESENTATIONS. All times are EST or Ontario local times.

* EPC Member Fee - $XXX.00 + Tax
* Non-Members - $XXX.00 + Tax

Your Conference Fee Includes:

* Opening presentation on the Sunday evening
* All presentations on the Monday and Tuesday
* 30 CE credits See CE credit information here - How you will earn 30 CE credits for the 2027 EPIC

This conference produced by Pro-Seminars Ltd. on behalf of Canadian Initiative for Elder Planning Studies