2011 Planning School: Fast Forward - Anticipating Trends to Maintain a Successful Financial Practice

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Date:

Tuesday, October 25, 2011 - 8:00am

To view photos of the 2011 Planning School please visit our online gallery.

To view some of the informative speaker presentations please see under the individual speaker information below.

Information:

22nd Annual Planning School
Fast Forward - Anticipating Trends to Maintain a Successful Financial Practice
Light Breakfast & Hot Lunch will be provided on both days.

This year's Planning School takes place from October 25th - 26th, once again at Simon Fraser University's spectacular Morris J. Wosk Centre for Dialogue, in the heart of downtown Vancouver. Limited seats are available on a first come first served basis. Register now to avoid missing out!

Please note there will be no case study this year.

Attention Sponsors and Exhibitors:
Booths are available on the first day of the 2 day Planning School, Tuesday, October 25th. The day begins with breakfast in the exhibitor area at 8:00 am. This opportunity is included in some sponsorship packages and is also available for purchase. All food/beverage service on that day will be held in the exhibitor area. Please email info@advocisvancouver.ca for more information.

Estimated CEC: 12

Please Note: Name of Attendees and Company name will be published in Planning School Binder given out at Event.

Date and time:

October 25, 2010 - October 26, 2010

8:00 am - Registration and hot breakfast
9:00 am to 4:45 pm - Presentations (lunch provided)
4:50 pm - Wine and Cheese Reception (On Day 1 - Tuesday, October 25)

Agenda:

Click here to view the agenda. Subject to change.

Price (for Members):
$359 + tax (no charge for Advisor and Advanced Season Passholders ... Intro passholders receive a 15% discount)

Price (for Non-Members):
$434 + tax

Attention: Large companies ... ask us about our volume discount

HST # 128563152

How to register:

Registration for this event is closed. Please watch our events page for information on next year's Planning School.

Location:

Morris J Wosk Centre for Dialogue, SFU Downtown, 580 W Hastings St, Vancouver
Click here to view a map of the location.

Speakers:

For a full biography please click on the individual name.

	Grant Burville, MBA Associate Director and Senior Private Banker, BMO Harris Private Banking Topic: Leveraged Life Insurance Strategies (with Mike Dunbar) How banks view these transactions and how to structure a successful deal. View the presentation.
	Daryl Clegg BA, CLU Canada Life Topic: Where We Were, Where We are, Where We are Going Past, present and future pertaining to training, product, illustrations, marketing penetration, compensation, securing appointments, etc. View the presentation.
	Len Colman, CFP, CLU Canaccord Wealth Management Topic: To Fee or Not to Be: Fee Versus Commission Compensation. The merits and evolution of a fee based practice will be presented. View the presentation.
	Judi Cunningham Executive Director, Business Families Centre, Sauder School of Business Topic: The Family Enterprise and their Challenges Though family businesses are not new to the world, the field of family enterprise has been gaining steady momentum in business and academic circles for the past 25-30 years. Then, roughly three years ago the field exploded. Academics worldwide turned their attention to the topic, which wakened the appetite in the business community, followed by increasing media attention. This presentation will give an overview of the field, how it developed, and why financial planners and insurance sales people should care. Further, it will demonstrate how family businesses are becoming more discerning about their advisors and why they are now seeking out advisors with additional designations including the Family Enterprise Advising accreditation (FEA) which is appointed by the Institute of Family Enterprise Advisors (IFEA). View the presentation.
	Mike Dunbar National Program Director, BMO Harris Private Banking Topic: Leveraged Life Insurance Strategies (with Grant Burville) How banks view these transactions and how to structure a successful deal. View the presentation.
	Rob Edel Chief Investment Officer, Nicola Wealth Management Topic: Economic and Market Outlook Rob will cover some of the major trends in the markets and the economy and what can be expected in the near future. The session will focus on economic data from a US perspective given its importance to Canada and the global economy. View the presentation.
	Shane Gibson Knowledge Brokers International Topic: How to Win with Social Media - The Rules and Tools of Engagement Social media has a new set of rules that marketers can follow or break (often at their brand’s peril). The tools will change over time, but the rules of engagement will stay the same. These are principles that your team can apply today and they are also business strategies that they can take with them as technology and the web evolve. This session will focus on: The “New Rules of Engagement” for sales and marketing Best practices in Blogging, Twitter, and LinkedIn How to use social media and social networks to gather business intelligence 5 critical steps to implementing social media into your dealership (and as an individual sales professional) Includes a social website checklist, sample social media calendars, and a quick social media self-assessment
	Anurag Gupta Owner, The Difference Engine Topic: Simplifying your Business and your Life Anurag will teach and have you explore a handful of principles that can shift how you view both your business and your life. This shift will give you access to new actions and new ways of doing things. These will make a significant impact in the results you are able to produce, the effort that it takes and the experience of how much you enjoy life while doing what you're doing.
	Michael Haywood President, Michael Haywood & Associates Ltd. Topic: Business Succession Planning for Professional Businesses
	Byren Innes, ACS, HIA, FLMI, FLHC, CFSB, CLU, CHFC Senior Vice President and Director, NewLink Group Inc. Topic: Megatrends Impacting your Business An overview of the key issues in distribution and the impacts of global and local regulatory change. The presentation will focus on three key areas: Advisor productivity and insights into evolving advisor practices via creative and active segmentation of their clients; An introduction to the major regulatory changes happening both in Canada and around the world that will and are impacting advisors and clients in the near and longer term; Social Media – getting in front of this trend and leveraging it for your business. View the presentation.
	Lori A. Mathison, BComm, LLB, BCL, CGA Partner, FMC Law Topic: Snowbirds - Investing and Spending Time Outside of Canada This presentation will alert you to the key tax issues that your clients will face when considering investing or residing abroad. We will discuss Canadian tax requirements of a resident, consequences of becoming non-resident, and investing in offshore real estate in a tax efficient manner. Particular focus will be placed on U.S. real estate in light of current market conditions. Applicable tax legislation, administrative practice and common structuring solutions will be explored. View the presentation.
	Jim C. Otar, CFP, CMT, MEng. Retirementoptimizer.com Inc. Topic: Overcoming Luck, Creating Lifelong Income As baby boomers approach retirement we need to separate the 'myth' from the 'fact'. This presentation will provide a review of how to plan for retirement based on market history since 1900. The importance of luck and how to manage it, the various warning signals of pending demise, math of loss and the zone stratefy to create lifelong income will be covered. View Jim C. Otar's book.
	Duncan Robinson Financial Security Advisor, Freedom 55 Topic: Why MDRT Grow your business to the next level and change lives. View the presentation.
	Carmen S. Theriault, Q.C. Partner, Bull, Housser & Tupper LLP Topic: Update on the new Wills, Estates and Succession Act, Power of Attorney Act Changes and Family Law Reform New Rules and forms for Powers of Attorney Proposed changes to BC's family law rules Update on the new Wills, Estates and Succession Act View the presentation.

Panel Discussion:

Topic: The Future Rules and Regulations for the Advisor and the MGA

Moderator:

Warren Campbell, CFP, CLU
Director of Associate Relations, PPI Advisory
President, Advocis Greater Vancouver

Panelists:

	Chris Di Salle Managing Partner, CMO, Complete Brokerage Services Inc.
	Sandra Jakab Director, Capital Markets Regulation, British Columbia Securities Commission
	John Lutrin Hub Financial Vancouver
	Gerald D. Matier Executive Director, Insurance Council of BC

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