Calendar of Events

Upcoming Events:

Date	Course	Location	Contact
January 29, 2009	Planned Giving for Advisors • CHG080342 - Top 10 Things to Look for in Your Clients Will - 1 general credit • CHG080343 - Top 10 Reasons to Discuss Philanthropy with Your Clients - 1 general credit • AIC Credits - 14891 2.75 life credits	To be Confirmed	Amanda Frayn (780) 518-3197 amanda.frayn @sunlife.com
March 12 , 2009	Raymond Wold - Insurance Specialist with Investors group topic - TBA	Stonebridge	Amanda Frayn (780) 518-3197 amanda.frayn @sunlife.com
April 9, 2009	CFP /CLU Update Tentatively 12 Life and 12 A&S AIC credits	TBA	Amanda Frayn (780) 518-3197 amanda.frayn @sunlife.com
May 14 , 2009	How the Peace Can Prosper in the Midst of a Meltdown.	TBA	Amanda Frayn (780) 518-3197 amanda.frayn @sunlife.com
June 11 , 2009	CFP /CLU Update	TBA	Amanda Frayn (780) 518-3197 amanda.frayn @sunlife.com
September 23, 2009	"Protect Your Practice" seminar 3 Advocis ethics credits Tentatively 3 life and 3 A&S credits for AIC	TBA	Amanda Frayn (780) 518-3197 amanda.frayn @sunlife.com
October 15 , 2009	(along with AGM, have a speaker) Speakers: TBA	TBA	Amanda Frayn (780) 518-3197 amanda.frayn @sunlife.com
November 13, 2009	"Philanthropy Day" In conjunction with Community Foundation Speakers: TBA	TBA	Amanda Frayn (780) 518-3197 amanda.frayn @sunlife.com

** NABBC (New Advisor Business Building Course)
Advocis has developed a New Advisor Business Building Course to assist new advisors coming from the LLQP program. The NABBC will help new advisors to develop the selling and services skills required to survive and thrive in a career in distribution.

The program provides the environment to help new advisors build their business as it combines:

• Self-study
• Intense group work and
• Exacting skill-building drills

Students will receive a workbook, emailed to them, loaded with useful information, reference forms and guides. A Certificate will be issued upon successful completion. This course is also approved for 30 CE credits, both through Advocis and AIC. You must attend all the sessions and complete the worksheets to receive your Certificate and Credits.

Cost for each session is $20.00 for Advocis Members, $40.00 for Non-Members. If you become an Advocis Member during the course of the seminars, your cost would be adjusted for the sessions following Membership Registration Confirmation

Past Events:

Date	Course	Location	Contact
January 22, 2008	Uncomplicating Complaince General Meeting Plus Best Practices	Stonebridge Inn 10:00am - 12:00pm	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
January 22, 2008	** NABBC Module 1 Laying the Course Foundation/Understanding the “Business”	Stonebridge Inn 1:00pm - 3:00pm	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
February 5, 2008	** NABBC Module 2 Charting the Course/Goal Setting	Stonebridge Inn 8:45-10:45 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
February 19, 2008	** NABBC Module 3 Building a Professional Image/Ethics and Compliance	Stonebridge Inn 8:45-10:45 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
March 4, 2008	** NABBC Module 4 The Sales and Buying Cycles/How to Sell Effectively and Efficiently	Stonebridge Inn 8:45-10:45 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
March 18, 2008	** NABBC Module 5 Prospecting/Determining the Future Clientele	Stonebridge Inn 8:45-10:45 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
April 4, 2008	General Meeting Speaker: Kris Birchard, Vice Chair TFAAC Board of Directors - Best Practices	Stonebridge Inn 10:330am - 2:00pm	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
April 4, 2008	** NABBC Module 6 Prospecting Methods	Stonebridge Inn Following General Advocis Meeting	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
April 15, 2008	** NABBC Module 7 Communication/Building Presentation Skills	Stonebridge Inn 8:45-10:45 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
April 29, 2008	** NABBC Module 8 Fact Finding/Needs Analysis Methods	Stonebridge Inn 8:45-11:15 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
April 29, 2008	** NABBC Module 9 Closing Skills/Analyzing the Data, Designing and Preparing the Solution	Stonebridge Inn 8:45-11:15 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
May 2, 2008	CFP/CLU Update	TBA 8:30am - 5:30pm	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
May 6, 2008	** NABBC Module 10 Handling Objections	Stonebridge Inn 8:45-10:15 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
May 20, 2008	** NABBC Module 11 After-Sale Servicing/The Underwriting Process/The Policy Delivery	Stonebridge Inn 8:45-10:15 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
June 3, 2008	General Meeting Speaker: TBA - Best Practices	Stonebridge Inn 10:00am - 2:00pm	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
June 3, 2008	** NABBC Module 12 Habits, Systems and Procedures	Stonebridge Inn Following General Advocis Meeting	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
June 17, 2008	** NABBC Module 13 The Marketing Plan/Your Marketing Plan/Your Future as a Life Insurance Advisor	Stonebridge Inn 8:45-10:15 am Includes Continental Breakfast	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com
September 23, 2008	General Meeting Speaker: TBA - Best Practices	Stonebridge Inn 10:00am - 2:00pm	Shelley Lazenby (780) 532-3366 shelley.lazenby @investorsgroup.com