| ADVOCIS WEALTH WEEKEND |
Audio CD $15.00 |
DVD $25.00 |
MP4 $15.00 |
| W4. John Nicola - “Wealth Management Strategies for
the Owner Manager and Incorporated Professional” |
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| W5. John Nicola - “Building an Asset Management Practice” |
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| W6. Jamie Golombek - “Hot Tax & Estate Issues for
Investors” |
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| W7. Daryl Diamond - “Transitioning to the Income Market” |
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| ADVOCIS WEALTH WEEKEND KEYNOTES |
| 1. Betty Forchuk - “It’s Just a Matter of Choice” (Put
On Your Big-Girl Panties and Deal With It!) |
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| 2. Phil Harriman - “MDRT Update” / “Why Life Insurance?” |
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| 3. Anthony Morris - “Are You Selling Policies and Funds
or Building a Business?” (Pt. 1) |
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| 4. Anthony Morris - “Are You Selling Policies and Funds
or Building a Business?” (Pt. 2) |
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| 5. Anthony Morris - “Are You Selling Policies and Funds
or Building a Business?” (Pt. 3) |
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| 6. Kevin Cork - “Tech is Cheap” |
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| 7. Kris Birchard - “21st. Century Regulatory Environment
of the Financial Advisor” |
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| 8a. Wayne Cotton - “ The Diffusion Trap & The Principles
of Growth” |
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| 8b. Wayne Cotton - “How To Determine Your Capability
Gap” |
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| 9a. Wayne Cotton - “Competency Ladder & Right New
Clients” |
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| 9b. Wayne Cotton - “Client Acquisition Process” |
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| 10. Barry Lloyd - “Planning for Succession and Retirement” |
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| 11. James Newland - “Avoiding Errors and Omissions Litigation” |
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| 12. Joanne Abram - “AIC Update” |
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| 13. William Black - “Principles Set The Course” |
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| ADVOCIS WEALTH WEEKEND BREAKOUTS |
| A1. Nelson Simoes - “Growing a New Advisor Practice” |
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| A2. Isabelle Dailly - “You be the Underwriter Medical
Workshop” |
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| A3. George Sigurdson - “The Importance of Activity,
Good Work Habits, Consistency and the Passion for What We Do!” |
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| A5. Leslie Cole “Inner Wisdom Equals Outer Success” |
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| A6. Melanie Jeannotte - “Living Benefits - A Marketing
Strategy” |
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| A7. Rick Forchuk - “Prospecting: Staying Out of the
Price Trap” |
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| B1. Leslie Cole “Inner Wisdom Equals Outer Success” |
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| B2. Melanie Jeannotte “GSI 101" |
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| B4. George Sigurdson - Focus on the Transition to Being
a “Business Person” |
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| B5. Isabelle Dailly - “You be the Underwriter Financial
Workshop” |
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| B6. Duncan Emslie - “Marketing Group Benefits” |
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| B7. Nelson Simoes - “Website Do’s and Don’ts From a
Financial Planners Perspective” |
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| C3. Rob Kitchen - “Advanced Tax Planning Strategies
- Underutilized Structures” |
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| C4. Rob Kitchen - “Advanced Tax Planning Strategies
- Lesser Known Structures” |
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| C5. Dereka Thibault - “Understanding Triple Back-to-Backs” |
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| C6. Dereka Thibault - “The New Dividend Tax Rules’ Impact
on Corporate-Owned Life Insurance Planning” |
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| C7. Bill Keech - “The Individual Pension Plan - A Major
Tax Shelter Comes of Age” |
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| • Wealth Weekend Set of DVD's and CD's = $160.00 |
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| • Banff School Set of DVD's and CD's = $400.00 |
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| • Banff School & Wealth Weekend Set of DVD's and
CD's = $500.00 |
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