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CURRENT BURNABY AGENDA

Attend the 1-day seminar and receive 6 CE credits.

After the seminar, complete additional CE credits using our Online Courses to Equal either 15 CE credits or 30 CE credits.

Cost:

Option 1 (15 CE Credits Total): $139.00 + TAX


Option 2 (30 CE Credits Total): $199.00 + TAX

 



4201 Lougheed Hwy
Burnaby, BC
(604) 298-2010

FREE PARKING

Hotel Room Rates

Deluxe Suite $160.00 CAD + Tax
Superior Suite $175.00 CAD + Tax
Premium Suite $190.00 CAD + Tax

SECURE ONLINE REGISTRATION


This Agenda Will Change as we Update it to the Current One!

Tuesday March 21, 2023

 8:45 AM - Registration & Sign In
Complimentary continental breakfast

 9:00 AM

 

11 Key Strategies to Master Relationship Building with the Adult Children of your Higher-Net-Worth Clients

Mr. Simon Reilly

 

 


 10:00 AM

Segregated Fund Benefits without the Fees?

Mr. Geoffrey Mo

Mr. Matthew To

 

 11:00 AM

The 4 pillars of Financial Marketing

 Ms. Angelina Hung

 

 

 12:00 Buffet Lunch -  Sponsored By the Presenters

 1:00 PM

Enjoy a Liveable Monthly Income with Private Mortgages

Mr. Greg Stanley

 2:00 PM

The Importance of Alternatives in a Truly Diversified Portfolio. A Value Added Partnership Proposal for Insurance Advisors

Mr. Klint Rogers

 

 3:00 PM

Government Tax Credits and Grants for Your Corporate Clients

Mr. Jeff Sims

 

 4:00 PM - SCAN Out & Adjourn

23rd Annual National Advisors Conference
Las Vegas Nevada - September 18, 19, 20 2023

Don't be disappointed REGISTER NOW

Click here for details



203-4438 Ontario Street, Beamsville ON  L3J 0A4

Toll Free Phone 877 524-7121 Toll Free Fax 866 277-4511

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