September RIBO Management Seminars

Steven Borlak and Jesse Borlak of Borlak Law Office, legal counsel to property and casualty insurance brokers in Ontario, will be presenting the following seminars.

The seminars will take place via Zoom video. Due to RIBO requirements all attendees must have video capability throughout the seminar.


EMPLOYEES AND PRODUCERS
SEPTEMBER 15 • 10:00am – 11:30am

This seminar will be helpful to both workers and employers who wish to understand their respective rights and obligations.

Topics will include: employment/independent contractor agreements, the differences between employees and contractors, and restrictive covenants (non-solicit/non-compete). In addition, Steve and Jesse will highlight special considerations due to COVID-19.

We expect that the seminar will qualify for 1.5 hours of RIBO management accreditation (approval pending) and also 1.5 hours for life licence requirements.


SUCCESSION PLANNING FOR BROKERS
SEPTEMBER 17 • 10:00am – 11:30am

Whether you have worked your entire life as a broker, or are just starting your career, it is important to plan for the future when you either want to retire, or simply cannot continue due to health.

Topics will include: estate planning and administration (wills and powers of attorney), contingency planning, and succession planning. In addition, Steve and Jesse will discuss special considerations due to COVID-19.

We expect that the seminar will qualify for 1.5 hours of RIBO management accreditation (approval pending) and also 1.5 hours for life licence requirements.


BUYING AND SELLING P&C BUSINESS
SEPTEMBER 22 • 10:00am – 12:00pm

The property and casualty insurance industry has been consistently active with mergers and acquisitions. This seminar is helpful for brokers who own (or are considering owning) P&C business.

Topics will include: the detailed process of a transaction, from letter of intent and due diligence to post-closing considerations. Transaction planning considerations, the different types of transactions (share or asset), protection of client lists, financing, and the documentation of deals. In addition, Steve and Jesse will discuss special considerations due to COVID-19.

We expect that the seminar will qualify for 2.0 hours of RIBO management accreditation (approval pending) and also 2.0 hours for life licence requirements.


Registration

Cost per Seminar: $60.00 per seminar plus HST ($67.80 total)

Cost for 3 September Seminars: $150.00 for all three September Seminars plus HST ($169.50 total). Total of 5.0 management hours.

Please submit the registration form below and send payment by either of these methods;

  • Cheque: payable to Majesteve Consultants Limited. Forward cheque by mail to 6372 Main Street, Stouffville, Ontario L4A 1G3
  • E-transfer the payment to jesse@borlak.ca.

Registration fee is refundable if cancellation is received FIVE working days before the seminar. A registrant unable to attend may send a substitute. While every reasonable effort is made to provide programming in conformity with this advertisement, rights are reserved to cancel or reschedule as necessary.

Questions about registration? Call (416) 324-2610 or email jesse@borlak.ca


Registration Form

Please select the seminars you are registering for;

Succession Planning for BrokersEmployees and ProducersBuying and Selling P&C Business

First Name
Last Name
RIBO Number
Brokerage Name
Street
City
Province
Postal Code
Telephone Number
Email Address