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

 

 

Embassy Suites Niagara Falls-Fallsview
6700 Fallsview Boulevard
Niagara Falls, ON

Our 2025 Theme - "Your Future by Design"

It's been said that "the best way to predict the future is to create it." As global forces, like the rise of emerging economies and rapid digitization, change how we live and work, creating a future where everyone can thrive requires radical new ways of looking at the world. This kind of thinking is centered around humans. It works to deeply understand our needs and motivations and then creates solutions that improve lives.

Attendees will hear about helping to design lives for their clients, prospects and their families.

They will learn about the importance of planning, what's included, stress testing it periodically and building solutions that support those plans.  Attendees will also walk away with an appreciation of how different aspects of planning provided by the various presentations will support the needs and goals of the people they are dealing with.

In other words, "Planning by Design."

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Sunday September 14, 2025 - Registration & "Casino Theme Welcome Event" from 4:30 pm - 6:30 pm or so.


Located in the Keg Steakhouse "Back Bar" located on the Lower Level of the hotel at the Wyndham Grand Hotel - 6455 Fallsview Blvd, Niagara Falls, ON. A block from the Embassy Suites Niagara Fallsview conference hotel.

We will be giving a prize for the best "Casino Theme" costume
.

This will give you plenty of time to explore Niagara Falls and take in the sights or go to dinner.

A bar will be available and light foods / munchies will be served.

Rumor has it that Elvis & The Repeatles will be in the building!



Monday September 15, 2025 - 8:00 am to 5:00 pm AND Tuesday September 16, 2025 - 8:00 am to 5:00 pm

You can choose to attend "LIVE" In-Person or watch the conference via "LIVE" Webinar, and earn 30 CE credits



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REGISTRATION INFORMATION

"LIVE" IN-PERSON CONFERENCE FEE -
If you stay at the conference hotel, (Embassy Suites), the "LIVE" in-person conference registration fee is only $299.00 + taxes. If you are staying elsewhere or book through a third party (Expedia, Hotels.com etc), the Conference fee is $349.00+ taxes.

If you are staying elsewhere or book through a third party (Expedia, Hotels.com etc), the Conference fee is $399.00 + taxes.

SPECIAL SPOUSE / GUEST CONFERENCE FEE - Applies to spouses and others who do not require CE credits - $199 + taxes.

Please note - Advisors cannot register as a guest. They must register as a regular attendee

The CONFERENCE FEE to attend the conference LIVE IN-PERSON includes:

  • All conference materials.

  • Timely knowledge that you can immediately use in your practice with your clients and prospects. 

  • Welcome Reception on the Sunday evening

  • All presentations for both Monday and Tuesday

  • Light Breakfast, Coffee, Tea & Lunch for both days

  • Discounted self-parking rate of $25 per day - Directly across the street from the main lobby

  • 30 CE credits - Here is How You Will Earn Your 30 CE credits

SPECIAL "LIVE" WEBINAR CONFERENCE FEE - If you choose to watch the conference via "LIVE" webinar, the registration fee is $249.00 + taxes regardless of when you register.   

The CONFERENCE FEE to attend the conference via LIVE WEBINAR PRESENTATIONS INCLUDES:

All times are EST or Ontario local times.

Don't delay as there is limited seating available for this one!

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THE LOCATION

Book Your Room at the...

Embassy Suites Niagara Falls-Fallsview
6700 Fallsview Boulevard
Niagara Falls, ON

The hotel has closed our corporate rate rooming block effective Aug. 12, 2025.

 

When you register for the conference, let us know if you want us to try and secure a reduced accommodation room at a reasonable rate if we can.

The Hotel Accommodation fine print: Any reservation cancelled after the cutoff date will be charged one night's room rate plus taxes. No cancellations will be accepted within 72 hours of the check-in date. In the event that you do cancel within 72 hours of the check-in date, full charges will apply for the confirmed length of the stay. Early departures will be charged for their confirmed length of stay.

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NIAGARA FALLS, ON IN SEPTEMBER IS ONE OF THE MOST POPULAR DESTINATIONS IN THE WORLD

 Naturally, the first thing that comes to mind when you think of Niagara Falls, is the natural wonder itself, the majestic waterfalls. But Niagara has many more experiences around every corner, making this destination truly unlike any other.

  • Niagara Falls welcomes 15 million visitors annually

  • Beyond the wonders of the Falls the city is also home to waterparks, wineries, attraction-filled Clifton Hill, two casinos, midways, museums, jet boating, golf courses, ziplining and so much more

  • Niagara Falls is near three international airports and only within a day drive of more than half of American and Canadian visitors.

  • More transportation options include train, bus and public transit.

  • The city is connected to the U.S. side of the Falls by several bridges, including the Rainbow, Whirlpool, and Queenston-Lewiston bridges which welcome 3.2 million travelers

  • Travel city wide with WEGO - a state-of-the-art bus system that conveniently connects accommodation and Niagara Falls tourist areas.

  • Year-round attractions and entertainment including the 175Ft Skywheel, Butterfly Conservatory and Journey Behind the Falls.

  • Niagara Falls is home to two Casinos: Casino Niagara featuring 2 floors of gaming including 1500 slot machines, 45 gaming tables, and four different venues for dining and drinks. Also, the Fallsview Casino has over 100 gaming tables, over 3000 slot machines, live performances, a luxury hotel and spa, shopping and an array of dining options.

Check out the many wineries in the Niagara region - Niagara & Area Wineries 

Check out more to do in Niagara Falls here - Things to do in Niagara Falls in September 

 

 



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

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

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