It is certainly hard to believe that we are approaching the fall of 2010 but after a spectacular summer, it is definitely upon us! You are cordially invited to join us for our CBS Fall Symposium on Thursday September 16th at Sandman Signature Hotel & Resort. As usual, the agenda will motivate, challenge and educate as we continue to Reach for Gold in 2010!

This year we are thrilled to have Jim Ruta headlining the Symposium. In addition we will introduce you to Don Stuart from Dixon Mitchell Investment Council and provide some insight into the challenges of the compliance world with Cindy Bauder from Manulife Financial. Chris DiSalle will host as well as update you on CBS Programs, conference and initiatives.

Please note that due to a fire at Mayfair Lakes Golf Club, the venue has moved to Sandman Signature Hotel & Resort, 10251 ST. Edwards Drive, Richmond, BC‎.

Featured Speakers:

Jim Ruta, BA, RHU - President, Expert Institute
“Indispensible or Irrelevant – The Principles of Excellent Performance”

Your business is changing. If you change with it, you will be indispensible. If you don’t, you will become irrelevant. Your business decisions and courage to execute them determines your value in today’s marketplace. When you understand what it takes to excel and then do it, you will be more relevant than ever to the consumer. Then, you will be more productive than you imagined. Pay close attention as internationally acclaimed productivity and performance expert, Jim Ruta gives you the perspective to understand the future of the industry and the permission to act on your best thinking. Jim’s powerful personal story and principles of excellent performance will change the way you do business and help you dramatically improve your results. Discover how to stand out in today’s market and be what the consumer wants and needs more than ever – someone they can trust.

Don Stuart, CFA – Partner, Dixon Mitchell Investment Council
Creating a new investment opportunity for high net worth clients

Many of our planners avoid the investment arena as it presents too many pitfalls from compliance and regulations to time consuming analysis and active money management. Some have gone so far as to give up their MFDA or IROC licensing and have sold this side of their business. What if there was a concrete, solid performing high end solution that required no hands on from your part and delivered clear cut, precise and simplified money management for your clients with 500K of investible household assets? Don Stuart will give you an overview of the Dixon Mitchell model which more and more CBS planners are taking advantage of. Why leave investment money on the table when you don’t have to?

Cindy Bauder, Regional Compliance Officer – Manulife Financial
Compliance: What is really going on out there and what do I need to be doing to protect my practice?

Cindy Bauder not only knows compliance, she is the one who actually investigates and works closely with both the Manulife contracted agents and regulators when things go awry. Cindy will deliver concrete examples of what is really happening in the marketplace. We are way past sticking out heads in the sand and by understanding the value and importance of compliance, there are ways to help bulletproof your practice and better understand the risks associated with not having a good compliance process/training in your business. You have worked hard to build your business, spend the time to protect it. More stringent regulations are coming soon to a neighbourhood near you. You must be prepared!
 

Date: Thursday, September 16, 2010
Time: Registration and Breakfast 8:15am. Meeting 9:00am to Noon.
Location: Sandman Signature Hotel & Resort, 10251 ST. Edwards Drive, Richmond, BC‎.
RSVP: online or (604)270-2802