Agenda - Monday September 18, 2023


7:45 AM Sharp - 8:00 AM
Your Emcee For The Conference
Introducing Mike Englert, B.A., B.Ed., EPC Compliance Officer & Faculty Member CIEPS Prior to his retirement, Mike spent close to 25 years working in the Life Insurance and Investment business. Most recently he was Vice President of Marketing at a subsidiary of Royal & SunAlliance, one of the United Kingdoms largest insurers. The lion's share of his career, however, was in the U.S. market where he was responsible for the development and marketing of Manulife Financials extremely successful estate and legacy planning products. He was a member of LIMRA's Marketing Services Committee from 1986 to 1998 and served as its Chairman from 1992 to 1994. He has been a featured speaker at Estate Planning Councils, CPA Clubs and CLU Chapters throughout Canada and the United States. He works part-time with Pro-Seminars and the Canadian Initiative for Elder Planning Studies promoting Elders and Elder issues.

*8:00 AM - 9:00 AM*




9:00 AM - 10:00 AM



Dale Barrett LLB, Tax Lawyer
*10:00 AM - 11:00 AM*

11:00 AM - 12:00 PM