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Kitchener/Waterloo, Cambridge, ON 

Four Points by Sheraton   210 Preston Parkway, Cambridge

Secure Online Registration      Toll free phone registration for this seminar

Click here to fill out registration form and fax toll free


Agenda as a Word doc    Agenda as Adobe PDF
 

Monday March 5, 2012

Tuesday March 6, 2012

7:45 AM - Registration & Sign In
Complimentary continental breakfast

7:45 AM - Sign in
Complimentary continental breakfast

8:00 AM Sharp

Benefit Solutions for Small and Medium Enterprises - SMEs Plan

Mr. Larry Lawson


 

8:00 AM Sharp

Understanding How Reverse Mortgages can Help Your Older Clients’ & Prospects’ Portfolio’s
 
Mr. Allan McNeil


 

9:00 AM

Selling Outside The Box - Growing Your Business Through Simplified Living Benefits

Mr. Kevin Jamieson

 EMGlogo

9:00 AM

TOPIC TBA

Mr. Bob Dahlgren

 

10:00 AM

 Topic TBA

Presenter TBA

10:00 AM

The BIG Idea Adventure: How to Grow Your business by Packaging and Selling a BIG Idea

 Mr. Bill Bishop

11:00 AM 

Tax Shelters:
Understanding the Landscape

 Mr. Bruce Allen

11:00 AM

Diversifying Your Clients’ Financial & Estate Planning

 Mr. Peter Zipper


 

12:00 Buffet Lunch
Sponsored By the Presenters

12:00 Buffet Lunch
Sponsored By the Presenters

1:00 PM

1:00 PM

Mortgages - Your New Business Advantage! Bankers Say No, Insurance Agents Say "yes"

 Mr. Victor Simone

 

2:00 PM  

Preparing Your Applicant for the Medical Examination & Underwriting Process

 Mr. Prakash Joseph

2:00 PM

Group Insurance - Niche Markets

Mr. Michael Danks


 

3:00 PM

Smart Debenture -
Generating Cash-Flow to Enhance Your Clients Portfolio for 2012

Mr. Ron Olsthoorn

Trafalgar Associates Limited
 

3:00 PM

Generational Challenges within Group Retirement Plans

 Ms. Stacey Caswell

 

4:00 PM

 An Alternative Financial Services Investment Product

Mr. James Sinkeldam

 
 

13th Annual National Advisors Conference
Las Vegas Nevada
September 10, 11, 12 2012

Don’t be disappointed REGISTER NOW

Click here for details
 

5:00 PM - SCAN out & adjourn

4:00 PM - Certificates & Receipts emailed - Adjourn

 


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