2017 Agenda
We are pleased to release the agenda for the 2017 Advocis School, August 20th-22nd! 

SUNDAY, AUGUST 20th
11:00 am - 12:00 pm
REGISTRATION

12:00 - 12:30 pm
OPENING & WELCOME

12:30 - 1:30 pm
(Working Lunch)
ROSS BERNSTEIN
The Champion’s Code: “Building Relationships through Life Lessons of Integrity and Accountability from the Sports World to the Business World.”
1:30 - 2:30 pm
ROSS BERNSTEIN
The Champion’s Code: “Building Relationships through Life Lessons of Integrity and Accountability from the Sports World to the Business World.” (part 2)
2:30 - 3:30 pm
SARAH FORD
Identifying Investment Partners Structured For Long Term Investment Success

3:30 - 3:45 pm COFFEE BREAK & COOKIES

3:45 - 4:45 pm
PAUL JACKSON
Transitioning to a Fee Based Financial Planning Practice
4:45 - 5:45 pm
GREG POLLOCK
Advocis Update

5:45 - 6:15 pm
FREE TIME
6:15 - 7:00 pm
RECEPTION
7:00 - 8:00 pm
LOBSTER DINNER
8:00 pm
ENTERTAINMENT

 
MONDAY, AUGUST 21st
7:00 - 8:15 am
BREAKFAST
8:15 - 9:15 am
JUSTINE ZAVITS
“Why Living Benefits”


9:15 - 10:15 am
LESLIE FLEMING
"Future of Underwriting"

10:15 - 10:30 am
COFFEE BREAK
10:30 - 11:30 am
SARAH CAMPBELL
“Tax Update – Tips and Traps”


11:30 am - 12:30 pm
(Working Lunch)
TED WERNHAM
“What do Wheelbarrows And Apple Pie Have To Do with my Retirement Income?”
Lunch

12:30 - 6:30 pm
FREE TIME
Golf, swim, explore, snore, canoe, shop! 

6:30 - 7:00 pm
RECEPTION

7:00 - 8:00 pm
SALMON DINNER
8:00 pm  ENTERTAINMENT
 
TUESDAY, AUGUST 22nd
7:00 - 8:00 am
BREAKFAST
8:00 - 9:00 am KATHRYN BENNETT
"Making beneficiary designations that work: Issues that keep me up at night"

9:00 - 10:00 am SARAH CAMPBELL
“Tax Update – Tips and Traps” (part 2)
10:00 - 10:15 am COFFEE BREAK 

10:15 - 11:15 am JUSTINE ZAVITS
“Keeping the Rich, Rich; Using Living Benefits to Protect the Wealth of HNW Clients.”

11:15 am - 11:30 pm CLOSING CEREMONIES