2017 Agenda
SUNDAY, JULY 16th
5:00 pm - 7:00 pm Opening Ceremonies, Location: Ramada
MONDAY, JULY 17th
8:00 am - 8:15 am Welcome
Trinity Baptist Church
1905 Springfield Rd, Kelowna, B.C. V1Y 7V7
8:15 am - 9:15 am Paul Karasik
Keynote
Kickoff

9:15 am - 10:15 am Rob Hack
"Operating & Growing A Money Practice in 2017"

10:15 am - 10:30 am Coffee

10:30 am - 11:30 am 
John Askin
"WSP and Securitization For Advisors"

11:30 am - 12:30 pm Mark Webster
"ETFS Unwrapped"


12:30 pm - 1:15 pm
Lunch

1:15 pm - 2:15 pm
Ian Whiting
"Compliance proof practice"

2:15 pm
Adjourn

 
TUESDAY, JULY 18th
8:00 am - 8:15 am Welcome

8:15 am - 9:15 am Mark Halpern
"The Critical Path"

9:15 am - 10:15 am Jeff Mount
"MFDA - CE and signatures"

10:15 am - 10:30 am Coffee

10:30 am - 11:30 am Jason Broadfoot
"Modern way to sell - HuGO Humania Ins."
11:30 am - 12:30 pm Micheline Varas
"Critical Ilness in the Business Market"

12:30 pm - 1:15 pm Lunch
1:15 pm - 2:15 pm Julie Zhang
Russell Investments
Women's Market

2:15 pm - 2:30 pm
Coffee

2:30 pm - 3:30 pm
Panel
George Sigurdson, Lew Warke, Bill Andrew

3:30 pm
Adjourn

 
WEDNESDAY, JULY 19th
8:00 am - 8:15 am Welcome

8:15 am - 9:15 am Denise Castonguay
"Canada gives donor advised foundations"

9:15 am - 10:15 am Brad Brain
"The newxt bear market and CRM2 disclosures"

10:15 am - 10:30 am Coffee

10:30 am - 11:30 am Grant hicks
"The future ready financial advisor"

11:30 am - 12:30 pm George Sigurdson
"A groupie way of life"

12:30 pm - 1:15 pm Adjourn
Lunch


   
 
Note: This agenda is still tentative and subject to change. Check back often for updates.