June 11, 2009
Strategies Wealth Preservation in Today's Economy
RDSP's and Their Relationship to other Planning Initiatives
Aligning Beneficiary Designations with Planning Objectives<
Tax Changes and What They Mean For Your Clients
The Impact of the Lipson Decision on the Interest Deductibility & the General Anti-Avoidance Rule
Managing Risk: Privacy & Do Not Call List
May 14 , 2009
How the Peace Can Prosper in the Midst of a Meltdown.
April 9, 2009
Put Me In Coach:
Bill Clennan - The Memory Man
- Member of the Canadian Speaker's Hall of Fame
- Speaker @ MDRT -Top of The Table
- Offers - More Clients, More Money, More Fun
- 90 min- high energy and hilarious presentation
- Open to anyone interested
- http://www.billclennan.com
March 12, 2009
Raymond Wold :Insurance Specialist with Investors group
Topic : Succession Planning for Farm and Fishing Property
January 29, 2009
Planned Giving for Advisors.
Location: Yet to be confirmed
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
October 23, 2008
Advocis General Meeting
Bill Nash, Viking Pacific Inc.
Exit planning & where you fit.
CE Credits Pending
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November 13, 2008
Philanthropy Session