In addition to working with clients, Laura also gives of her time as a speaker. Primarily, she does this to further the knowledge of accountants and investment advisors about how insurance works and how it benefits clients.

Her most popular presentations are: 

Things you don't know that they think you do. 

Targeted towards accountants, this presentation covers how insurance functions in a corporate setting and from a tax perspective with a focus on how to read the illustration. Many clients bring insurance illustrations to their accountants for a second opinion. Laura helps accountants understand where to look to find the critical information that will help them vet proposed solutions. 

Hot Topics and Q&Eh?

From leveraged insurance to advanced structures, Laura has a knack for making the complex simple. She often presents in a Q&A format and uses real-life case studies as examples to help show accountants where she focuses in her analysis.

PAST SPEAKING

CPA Ontario's Women Inc Conference. 

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TORCE 2018 Kick Off Meeting

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Upcoming

FDRIO 2023 Conference


To book Laura as a speaker, please contact us.