2010: Fundamentals and Future Opportunities
Where do we go from here?
Markets/Ideas/Trends
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July 11 - Sunday Schedule - RAMADA HOTEL
Time
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Description
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5:15 pm
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Registration
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6:00 pm
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Jim Ruta - Escape the Black
Hole
SPONSOR: Edgeworth Properties & Privest Wealth Mgmt
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July 12 - Monday Schedule - TRINITY
BAPTIST CHURCH
7:15 am
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Breakfast
SPONSOR: Empire Life
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8:15 am
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Opening
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8:30 am
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Bruce Etherington - Client Building Strategies
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9:45 am
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Break (30mins)
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10:15 am
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Bruce Etherington - Client Building
Strategies
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11:30 am
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Brian Burlakoff - The Impact of Critical Illness (with wife, Lisa)
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12:15 pm
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Lunch
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1:15 pm
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Peter Wouters - High End Corporate Planning Solutions
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2:30 pm
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Break
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2:50 pm
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Jamie Golombek - Upcoming Tax Changes & Ideas for Your Practice
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4:10 pm
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Housekeeping
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4:15 pm
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Sessions Done
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July 13 - Tuesday Schedule - TRINITY
BAPTIST CHURCH
7:15 am
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Breakfast
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7:15 am
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Jim Ruta - Coaching Excellence
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8:15 am
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Opening
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8:30 am
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Jamie Golombek - Tax Changes Continued
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9:45 am
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Break (30 mins)
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10:15 am
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Rob Kitchen - Legal Approaches & Proper Planning
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11:30 am
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Greg Pollock - Advocis: Protecting the Independent Advisor
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12:15 pm
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Lunch & Tradeshow
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1:45 pm
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Bill Good - Making Referrals Happen
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3:00 pm
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Break (20 mins)
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3:20 pm
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Joanne Abrams and Gerry Matier AB & BC Insurance Compliance
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4:10 pm
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Housekeeping
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4:15 pm
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Sessions Done
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| 6:00-9:30 pm |
Manteo Resort Gala
SPONSOR: Desjardins Financial
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July 14 - Wednesday Schedule - TRINITY
BAPTIST CHURCH
7:15 am
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Breakfast
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8:15 am
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Opening
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8:30 am
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Hal Coulliard - Lifeworth: Fulfillment Beyond Networth
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9:30 am
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Dion Hamman - What Baby Boomers Really Need - Now!
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10:30 am
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Break (15 mins)
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10:45 am
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Ken Holland - GM Detroit Red Wings
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11:45 am
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School Finished
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12:32 pm
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Golf
SPONSOR: Benefits By Design
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