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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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:

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

• All presentations for both Monday and Tuesday

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

All times are EST or Ontario local times.

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

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