The Art of Enough: How to Plan for Living Too Long, Dying Too Soon, and Everything In Between

Friday, March 19, 2027 4:00 pm – 5:00 pm

Speaker

Jaye Walter

Jaye Walter

Jaye Walter is an Investment Planning Advisor holding the CIM®, TEP, FMA®, and FCSI® designations. He is also a CFP professional. Jaye has 20+ years of experience in the financial services industry and he joined CDSPI Advisory Services Inc. in 2019 as a senior financial planner focused on wealth management. He works with high-net-worth clients providing solutions for their investment, retirement, tax, business succession and estate planning goals.

Christopher

Christopher

Christopher is an Insurance Advisor who joined CDSPI Advisory Services Inc in 2023. He holds a BA and a Certificate in Risk Management from York University and is licensed as a general insurance broker. Christopher provides professional and personal insurance advice to Canadian dental professionals and their families. His experience includes 5 years as an insurance broker at one of the largest brokerages in Canada with a specialty in working with small businesses.

Session Details

Financial well-being matters to every member of the dental team. Whether you are a dentist, hygienist, assistant, administrator, or practice manager, the decisions you make today can shape your future security and quality of life.

Through three relatable case studies, this session will explore financial risks that can affect anyone:

  • The Centenarian: How do you ensure your money lasts as long as you do?
  • The Life Cut Short: What happens to your loved ones and financial responsibilities when you are gone?
  • The Unexpected Detour: What if illness, injury, or a major life event forces you to step away from work?

Participants will consider the roles of emergency savings, workplace benefits, insurance, investing, and retirement planning while examining the balance between preparing for tomorrow and enjoying life today. Regardless of your role, income, or career stage, you will leave with practical insights for building financial resilience, protecting what matters, and defining what “enough” means for you.

Learning Objectives

By the end of this session, participants will be able to:

  • Analyze how different planning decisions can lead to dramatically different outcomes through real-world case studies.
  • Understand the role of life insurance, disability insurance, critical illness insurance, and investment planning in managing financial risk.
  • Evaluate the trade-offs between preserving wealth for the future and using resources to enhance quality of life today.
  • Recognize how financial priorities change throughout different life stages and career phases.
  • Develop a framework for balancing financial security, personal goals, and lifetime fulfillment.

Sponsors