Sunday, August 22
|
11:00 - 12:00 pm
|
Registration
|
12:30 - 12:45 pm
|
Opening & Welcome
|
12:45 - 1:15 pm
|
TERRY ZAVITZ
Comments from the Advocis Chair
|
1:15 - 2:15 pm
|
DEBBIE HARTZMAN
Dollars and Sense of Divorce: What Financial Advisors
Need to Know
|
3:15 - 3:30 pm
|
HAL COUILLARD
Life Insurance Options for Shareholder Agreements
|
| 3:15 - 3:30 pm |
Coffee Break & Cookies
Sponsored by Canada Life
|
3:30 - 4:30 pm
|
TERRY ZAVITZ
Disability Insurance :Why Bother?
|
4:30 - 5:30 pm
|
DARRYL DIAMOND
Sustainable Retirement Income
|
5:30 - 6:30 pm
|
Free Time
|
6:30 - 7:00 pm
|
Reception
Sponsored by CI Investments
|
7:00 - 7:45 pm
|
Lobster Dinner
Sponsored by Desjardins Financial
|
7:45 pm
|
Wine & Cheese
Sponsored by AMC Brokerage Limited
|
| 8:00 pm |
Entertainment
Lazy Jacks, sponsored by Atlantic Marketing Centre
|
| |
Monday, August 23
|
7:00 - 8:00 am
|
Breakfast
Sponsored by Empire Life
|
8:00 - 9:00 am
|
DAVID QUINTON
Keeping it in the Family
|
9:00 - 10:10 am
|
BRUCE ETHERINGTON
From Acorns to Oak Trees
|
10:00 - 10:15 am
|
Coffee Break
Sponsored by Advocis NB
|
10:15 - 11:15 am
|
BRUCE ETHERINGTON
From Acorns to Oak Trees (Continued)
|
11:15 - 12:15 pm
|
BRUCE ETHERINGTON
Lifeboats and Legacies
|
12:15 - 1:15 pm
|
STEVE CHIPMAN
Structuring Life and Critical Illness Insurance for
Small Business Corporations
(Working lunch sponsored by Advocis Nova Scotia)
|
1:15 - 6:30 pm
|
Free Time
Golf, swim, explore, canoe, shop, relax!
|
6:30 - 7:00 pm
|
Reception
Sponsored by RBC Global Asset Management
|
7:00 - 8:15 pm
|
Salmon Dinner
Sponsored by Great West Life
|
| 8:15 pm |
Entertainment
Sponsored by ExamOne
|
| |
Tuesday, August 24
|
7:00 - 8:00 am
|
Breakfast
|
8:00 - 9:00 am
|
DEBBIE HARTZMAN
Dollars and Sense of Divorce: How to Add Value
and Assist Your Clients
|
| 9:00 - 10:00 am |
TERRY ZAVITZ
Living Benefits Continuum
|
| 10:00 - 10:15 am |
Coffee Break
Sponsored by Advocis PEI
|
| 10:15 - 11:15 am |
DARRYL DIAMOND
Lifestyle Planning in Retirement
|
| 11:15 - 12:15 pm |
HAL COUILLARD
Life Worth, Fulfillment Beyond Net Worth
|
12:15 pm
|
Closing Ceremonies
Bob Healy & Committee
|
| |
Tentative Agenda as at April 2010
|
