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Monday September 15, 2025
Grand Ballroom
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6:30
AM - 7:45 AM |
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Breakfast and Registration in Grand Ballroom |
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7:45 AM Sharp - 8:00 AM |
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Your Emcee For The Conference |
Introducing Mike
Englert BA, B.Ed., EPC - Founding
CIEPS Faculty Member, CIEPS Compliance Officer
Between 1981 and 2002, Mike developed and
marketed insurance and investment products, in both
Canada and the United States, for such companies as
Manulife, Canada Life and Royal & SunAlliance.
During most of his career he focused on the
ultra-affluent and 60+ market segments. In 2002,
Mike and his wife Joan - both still in their
forties and with young children at home - traded in
their careers for what has proven to be a very
comfortable retirement.
Mike is a founding
member of both the Canadian and American Initiatives
for Elder Planning Studies. He is an accomplished
speaker who has spoken at hundreds of diverse events
across both Canada and the United States. His talks
focus on: the fiscal challenges of an aging
population, the financial obstacles in the way of a
healthy retirement, and the secrets to effectively
marketing to and connecting with the elder
population. |
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8:00 AM - 9:00 AM |
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Introducing Daniel Collison BA,
CFP, TEP
Sponsored by our Diamond Sponsor
Advice2Advisors |
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9:00 AM - 10:00 AM |
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Introducing Dale Barrett LLB, Tax
Lawyer
Sponsored by our Diamond Sponsor
Barrett Tax Law |
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10:00 AM - 11:00 AM |
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Sponsored by our EMERALD Sponsor Combined
Insurance |
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Introducing Kevin Brady Director,
Corporate Health at NFP Canada Corp., Founder &
Director Advica Health
Sponsored by our
Diamond Sponsor Advica Health |
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12:00 PM -
1:00 PM |
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Buffet Lunch Provided - Grand Ballroom |
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1:00 PM -
2:00 PM |
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Introducing Simon Reilly
Sponsored by our
Diamond Sponsor Leading Advisor |
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2:00 PM -
3:00 PM |
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Introducing Amanda
Richards
BA CPCA, EPC
Sponsored by Chartwell Retirement Residences
Sponsored by our Diamond Sponsor
Chartwell Retirement Residences |
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3:00 PM -
4:00 PM |
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4:00 PM - 5:00 PM |
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Introducing
Peter Wouters RFG., AIAA., ARP., TEP.,
FLMI., RHU., CFP., CLU., CHFC., ACS.,
ALHC., CPCA., CHS.,
AFSI., EPC
Sponsored by our Diamond
Sponsor Canadian Initiative for Elder Planning
Studies (CIEPS) |
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5:00 PM |
Closing Remarks, Adjourn & Enjoy Niagara
Falls
(Agenda Subject to Change) |
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provider
specializing in 2-day 15 CE credit seminars and online CE courses.
203-4438 Ontario Street,
Beamsville, ON L3J 0A4
Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511 This web site Copyright © Pro-Seminars (2020) Ltd.
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