DAC 2013: Top 5 Reasons Why You Shouldn’t Miss It!

To be seen as a leader in your field, be seen at the 10th annual Distinguished Advisor Conference, November 10-13. Our media sponsor, Investment Executive will be onsite reporting from the event and Knowledge Bureau will be tweeting, but you really need to be there in person to experience this extravaganza! 

Register by September 30 to reserve your spot (yes, we just managed to secure additional rooms for you). Here are the top 5 reasons you need to be there:

1. It’s about you and your choice get the best CE in the most outstanding environment:

• Invest in Yourself. Earn valuable CE credits and certification from Knowledge Bureau, and experience unparalleled networking opportunities with our outstanding speakers and delegates. This conference is pre-accredited by IIROC, Insurance Councils and qualifies for credits from the Financial Planning Standards Council and most provincial accounting bodies (CA, CGA, CMA).
   
• Salute Distinguished and Master Financial Advisors. Join us in celebrating the accomplishments of our newest DFA-Specialist and MFA designates who will be presented with their designation pins in front of their peers.
   
• The Pink Moment:  Ojai, (pronounced Oh-hi) California is famous for its “pink moment”, the pink glow produced by the fading sun across the lovely hills—one of the few places in the world to experience such a beautiful natural phenomenon. Pause before our opening reception on November 10 to take it all in while you mingle with famous authors and speakers and the best of the best in your industry.
   
• Zen Out in Ojai:  You’ve just gotta love the vibe! Build new relationships, compete on the beautiful golf course, sun bathe around the spectacular swimming pools, enjoy the world class spa and restaurants, all on the spectacular grounds—ahhh, then go and feel the Zen on Meditation Mountain!

2. Learn About Global Wealth Management and New Economic Trends
   What is the role of the advisory team in maximizing opportunities and warding off threats for the family? Learn more about future economic trends from top tier speakers and influencers in the tax and financial services on Day 1 of DAC: 

• Global tax specialist, Dr. Jack Mintz,
• Currency specialist Shaun Osborne,
• Global Portfolio Manager Richard Croft,
• Celebrated CEO and Chair of  IIAC (the Investment Industry Association of Canada), Charlie Spiring, and
• One of Canada’s Top 25 Women of Influence, Evelyn Jacks.

3. Make Better Collaborative Decisions While Deepening Client Relationships
   Build and strengthen your client relationships, now and into the future on Day 2 of DAC, where influential thought leaders continue to share their unique insights:

• Discover new retirement planning strategies from one of the twenty most influential individuals in the retirement industry in the US, book author and President of Pension Sales and Distribution at Transamerica Retirement Solutions, Stig O. Nybo.
   
• Morningstar President, Scott Mackenzie, will discuss the re-engagement of the do-it-yourself investor with the right advisors.
   
• Financial Affluenza is the subject for the dynamic panel led by popular family and lifestyle writer Deanne Gage and the illustrious panelists Gordon Pape, his award-winning Deborah Kerbel, and new author and MFA Kevin Gebert.
   
• Explore what the Wealth Management Practice of the Future looks like with a peer-to-peer panel of experienced wealth advisors, Glenn May - Anderson, Jenn Snyder and Grant McPhail. 
   
• Strategies for Accumulating wealth corporately is next with tax author Larry Frostiak, FCA, CFP, TEP.
   
• Dan Kelly, President of the Canadian Federation of Independent Business brings a reality check from over 109,000 small businesses in Canada.

4. Go Back to the Future—Reaching Higher for Bigger Success
   Today, advisors and their clients are in relationships that are much more “complexified”. Does that bode well for wealth creation and management in the next 50 years? Look into the crystal ball:

• Moderator and MoneySense Editor Jon Chevreau with illustrious industry veterans Paul Bates and Michael Graham look closely at 50 Years on Bay Street to predict the future of the financial services.
   
• Richard Wise, business valuation specialist, will help you and your clients structure the most important financial deal: the sale of the family business.
   
• Knowledge Bureau faculty member, estate lawyer John Poyser, brings his brilliant presentation style to the important topic of  structuring family trust in light of potential tax changes to planning benefits.
   
• Entertaining and award-winning financial educator Robert Ironside tackles Debt and Demographics and looks way into the future—2070—when demographic reductions due to aging could equate to the devastating effects of the Black Plague.
   
• Diana Bishop, one of Canada’s leading news journalists, helps you package all of your new expertise as she takes you on a journey to a Brand New You.

5. Glam It Up—But with a Twist… It’s the Year 2025. Step into our Musical Time Machine. . . Will it be the Roaring 20s, the Fabulous 50s, the Free-spirited 60s, or something Completely Futuristic? You decide! Join us as we celebrate both our past and future at an elegant and fun evening of dining and dancing.

Be There! Find out what your peers know (see below). Register here by September 30.
 

"The venue, presentations, and networking are like no other!"
– Vicky A., Delegate

"Standard Life recognized the potential for the Distinguished Advisor Conference from its inception, has been the title sponsor from the beginning, and has signed on through 2016. Having attended all but one, I can say that the advisors who attend receive a top quality experience, both in educational content and networking opportunities. Both presenters and attendees are at the top of their profession and the knowledge gained and various locations visited are of the highest quality."
– Mick Kelly, Vice President, Sales, Retail Markets, Standard Life

"The setup of the conference continues to be perfect. It’s a good way to enhance one’s product and idea database and CE while generating new thinking. Plus this is a great way to bond."
– Steven Troupe, Transamerica Life Canada