THE LOCATION | AGENDA, OVERVIEWS & THIS YEARS SPONSORS | ATTENDEE INFORMATION
SECURE REGISTRATION FORM | SPONSORSHIP OPPORTUNITIES |
SPONSOR Q&A | CE CREDIT INFO

 


Monday August 22, 2022

 

BREAKOUT # 1 FROM 1:30 PM - 2:20 PM in Florentine C/D (Main meeting room)

 


Attracting More HNW Clients with Estate Planning
Mr. Daniel Collison

   
BREAKOUT # 2 FROM 1:30 PM - 2:20 PM in Florentine B (Room behind stage)
   


2 Unique Products that are ideal for 2 Specific Markets
Mr. Mike Amo



 
BREAKOUT # 3 FROM 2:30 PM - 3:20 PM in Florentine C/D (Main meeting room)
   
 

The Ultimate Guide to Plan, Market, Consult & Close with Your Clients & Prospects Live or Virtual
Mr. Simon Reilly



 
BREAKOUT # 4 FROM 2:30 PM - 3:20 PM in Florentine B (Room behind stage)
   
 

The Solution to Financial Worries for Boomers, Millennials & Gen X Ers
Mr. Mike Danks



 
   

BREAKOUT # 5 FROM 3:30 PM - 4:20 PM in Florentine C/D (Main meeting room)

   
 

How To Capitalize on Your Clients Business Exits
Mr. Rod Burylo



 
BREAKOUT # 6 FROM 3:30 PM - 4:20 PM in Florentine B (Room behind stage)
 

#1 Non-Traditional Fastest Growing Employee Benefit in North America

Mrs. Patricia Lapena

 

provider specializing in 2-day 15 CE credit seminars and online CE courses.



203-4438 Ontario Street,  Beamsville, ON  L3J 0A4

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511


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