Enhancing the professionalism of financial advisors in the best interests of the consumer

Event information for Simcoe-Muskoka


 Event Detail
Organized by: Chapter     
Event Title: Sales Congress- Exciting array of topics  Event Type: Seminar 
Date/Time
Start: 9/12/2019 End: 9/12/2019 Start Time: 8:30 AM End Time: 4:30 PM
Description: The Speakers for these: 1) Georgia Swan- Georgia will be speaking on Powers of Attorney, and Investment Statements. (8:30 am to 9:30 am) 2)Frank Dipietro- Charitable Giving (9:30 am to 10:30 am) 3) Lea Koiu- Annuities (11:00 am to 12:00 pm) Lunch 12:00 pm to 1:00 pm 4)Steve Krupicz- Advanced Sales Techniques (1:00 pm to 2:00 pm) 5) Erica Lee- Working with Millennials (2:00 pm - 2:30 pm) 6) Advocis National- Al Jones (2:30 pm - 3:00 pm) 7) Trevor Parry - Taxation Strategies (3:20 pm- 4:20 pm) 4:30 Adjournment  
Agenda: Please note , registration will be at 8:00 am, and starting time will be 8:30 am. The venue is Tangle Creek Golf and Country Club. 
CE Credits: 5.5 credits available. 
Speaker
Biography:
 
 
Location Tangle Creek Golf Club
4730 Sideroad 25
Thornton, ON L0L 2N0
Contact Caron Czorny

cczorny@icloud.com
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $75.00 $   
For non-member: $ $125.00 $