Tuesday September 16, 2025

Grand Ballroom

 
7:00 AM - 8:45 AM
Breakfast and Registration in Grand Ballroom

 8:45 AM Sharp - 9:00 AM

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.

9:00 AM - 10:00 AM

Introducing Bill Bishop

Sponsored by our Platinum Sponsor Bill Bishop's BIG IDEA Company


10:00 AM - 11:00 AM
 
Introducing Michael Danks CLU, AIIC, EPC

Sponsored by our Platinum Sponsor IBCGROUP.ca
11:00 AM - 12:00 PM
Introducing Ayal Alalouf

Sponsored by our Platinum Sponsor Foresters Financial
12:00 PM - 1:00 PM
 
Buffet Lunch Provided - Grand Ballroom
 

1:00 PM - 2:00 PM

Peter Curtis P1

Sponsored by our Platinum Sponsor Disability Tax Results Inc.
2:00 PM - 3:00 PM 
 
 
 
 
 
3:00 PM - 4:00 PM
 
 
 
 
 
4:00 PM
Closing Remarks, Adjourn & Enjoy Niagara Falls

(Agenda Subject to Change)
 

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