The Secret to Getting Richer: The Power of Financial Advising and Planning
November 25, 2025 12:00 PM to 1:00 PMOnline - Saskatchewan Time
Area of Interest:
Pensions, Investments
Format:
Web
An online seminar hosted by CPBI Saskatchewan |
Please join us for an online seminar on November 25, 2025. | Join us for an insightful one-hour seminar that reveals how partnering with a financial advisor and establishing a comprehensive financial plan can pave the way to greater financial security. Supported by compelling research from leading financial institutions like Vanguard, Dalbar, and Morningstar, this session will explore the critical benefits of professional financial guidance, including improved investment outcomes, enhanced wealth accumulation, and better emotional decision-making during market fluctuations. Discover how individuals who engage with financial advisors are statistically more likely to achieve their financial goals and enjoy higher returns on their investments. You'll walk away with practical strategies for choosing the right advisor and actionable steps to take charge of your financial future. Don’t miss this opportunity to unlock the secrets to getting richer! |
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Cancellation Policy
Cancellations will be accepted by 12:00 noon the day before the session. Non-attendees or cancellations received after this time will not be reimbursed.
This session will be presented by: TBD | | 
| Tami Dove
Director, Member Experience
CSS Pension Plan As a senior leadership team member for one of Canada’s largest defined contribution pension plans, Tami Dove oversees the member experience framework and strategy designed to empower members to make decisions based on timely, relevant, and personalized information. Member experience is a multi-faceted discipline with several key objectives – one of which is engaging members and clients in their benefit program(s) and financial success. Believing in the power of empowering people to make informed decisions, Tami has been serving people within the financial services industry for almost 25 years. As a coach and mentor to those she works with and those she serves, Tami has worked in the credit union system in member services, financial planning, and management, and with the Government of Saskatchewan and the Financial and Consumer Affairs Authority of Saskatchewan in pension administration, member education and engagement, pension and other financial services regulation, financial services policy, and research. Her experiences include working in insurance, mutual funds, corporate risk and strategic management, information technology and data management, and human resources. Tami believes in lifelong learning and has obtained several credentials and designations in her field, including a CERTIFIED FINANCIAL PLANNER® designation, a Masters of Business Administration (MBA), the Pension Plan Administration Certificate (PPAC), the Project Management Professional (PMP®), and the Retirement Plans Associate (RPA) designation. | | | | |
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When Tuesday, November 25, 2025
12:00 to 1:00 pm SK - Presentation
CE credit quiz to follow | | Registration Fee Members: $25
Non-Members: $40
Sponsorship: 1 credits GST #106865330 RT0007 | | | | Where Online - Access information will be sent to all registrants one day in advance of the online session. Please plan to log in 10 minutes prior to the start of the session. This session will be recorded and available to registrants. | | Who Should Attend: Group benefit advisors and plan sponsors managing the benefit program | | | | CE Credits
Certificates of Attendance confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body. Insurance Council of Saskatchewan andCPHR Saskatchewan a short quiz must be completed at the conclusion of the seminar to qualify for credits. 
| | Questions Krista Frayn
Phone: (888) 788-3185
[email protected] |
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Brokers, advisors, consultants, HR personnel and insurers who are involved with drug benefits for employee plans.