2017 Agenda
SUNDAY, JULY 16th
5:30 pm - 7:00 pm Opening Ceremonies, Location: Ramada
MONDAY, JULY 17th
7:00 am - 8:00 am Breakfast

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
"Before You Exit - What You Know & What You Don't Know"

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


12:30 pm - 1:15 pm
Lunch

1:15 pm - 2:15 pm
George Sigurdson
"A Groupie Way of Life"

2:15 pm - 2:30 pm
Coffee

2:30 pm - 3:30 pm
Greg Pollock
"State of The Union"

3:30 pm
Adjourn

  Pick up at the Ramada 17:30
Drop off at Quail's Gate Winery 18:00

Pick up at Quail's Gate Winery 21:00
Drop off at Ramada 21:30

 
TUESDAY, JULY 18th
7:00 am - 8:00 am Breakfast

8:00 am - 8:15 am Welcome

8:15 am - 9:15 am Jason Broadfoot
"Modern Way to Sell - HuGO Humania Ins."
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 Ian Whiting
"Compliance-Proofing Your Practice"
11:30 am - 12:30 pm Micheline Varas
"Critical Ilness in the Business Market"

12:30 pm - 1:15 pm Lunch
1:15 pm - 2:45 pm Julie Zhang
Russell Investments "Women Investing"
Tim Noonan
"MD Capital MKTS"

2:45 pm - 3:00 pm
Coffee

3:00 pm - 4:00 pm
Panel
George Sigurdson, Brad Telford, Bill Andrew

4:00 pm
Adjourn

  Pick up at Ramada 17:45
Drop off at Manteo Resort 18:00

Pick up at Manteo Resort 23:00
Drop off at Ramada 23:15

 
WEDNESDAY, JULY 19th
7:00 am - 8:00 am Breakfast

8:00 am - 8:15 am Welcome

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

9:15 am - 10:15 am Brad Brain
"The Next 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 Mark Halpern
"The Critical Path"

12:30 pm - 1:15 pm Adjourn

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