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Last updated: August 12 2020
The Virtual DAC Agenda is Shaping Up – It’s Phenomenal!
Delegates coming to Virtual DAC 2020 are in for an outstanding educational experience which includes pre-approved CE Credits and the promise to be the most unusual and memorable virtual conference you will ever attend. Check out the highlights: our incredible speakers, their cutting-edge topics, our pre-eminent sponsors and our delegates from coast-to-coast, who will participate in everything from wine tasting to cooking classes and goat yoga, after the educational events! Register by September 15.
Here are some of the agenda highlights, and be sure to keep an eye out for updates to our online agenda for even more detail!
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Wednesday, October 28th KEEN THOUGHTS AND BOLD THINKING IN THE FINANCIAL SERVICES |
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9:00-9:30 AM (Listed in Central Time) |
VIRTUAL DAC ACUITY WELCOME: Grab your coffee, log in and join us for a trip down DAC Memory Lane Sponsored by Moody’s
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9:30-9:45 AM |
MASTER OF CEREMONIES OPENING REMARKS Steven Furtado, Investment Advisor/Financial Security Advisor Mandeville Private Client, Inc. 2019 Knowledge Bureau Young Advisor Award Recipient |
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9:45- 10:25 AM |
OPENING ADDRESS: ACUITY - Soaring Higher, With Keen Thought Evelyn Jacks, MFA, DFA-TSS, RWM President, Knowledge Bureau |
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10:25-11:05 AM |
THE NEW START: The Economic Road Ahead Joe Oliver, Former Minister of Finance of Canada |
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11:05 – 11:45 AM |
BEHAVIOURAL FINANCE IN RISK MANAGEMENT Mark Taucar, Portfolio Manager, Accilent Capital Management Inc. |
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11:45-11:55 AM |
CHAIR YOGA FEATURING MOCHA MAGIC SHOTS Sponsored by Home Trust |
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11:55-12:35 PM |
TRENDS IN TAX AND WEALTH MANAGEMENT Chat with Melissa Shin, Editorial Director of Advisors Edge and Rudy Mezzetta, Sr. Reporter, Investment Executive
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12:35- 1:20PM |
DAC ACUITY INSPIRATION CEREMONY HONORING THE 2020 NEW ADVISOR AWARD WINNER Join designates, graduates, speakers and partners and all the delegates of DAC Acuity 2020 “Must-Attend” social event to welcome you to DAC Acuity 2020. Meet and Congratulate the 2020 Young Advisor Award Winner and hear from our Inspirational Keynote: Tony Mahabir, MBA, CMC, RRC, CIM, CFP CEO, CANFIN Financial Group |
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1:20-2:00 PM |
NEW ADVISOR PRESENTATION AND PANEL DISCUSSION: Building Your Business in a Virtual World |
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Thursday, October 29th BOLD THINKING |
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9:00-9:30 AM (Listed in Central Standard Time) |
EYE OPENER DAC ACUITY BUSINESS BUILDER CONTEST Audience: Rate your sponsors in the first ever DAC Acuity Contest. Expect immediate implementable business tips, charm, wit and competitive surprises to earn your vote while you fuel up on DAC Power Food. Sponsors: pick up the challenge to wow the audience with your BOLD THINKING and BRIGHT INSIGHTS and leave them with at least one priceless “gold nugget” to use in their practice.
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9:30-9:45 AM |
MASTER OF CEREMONIES OPENING REMARKS AND WELCOME Keeley Simpson, BMO Nesbitt Burns, 2015 DAC Young Advisor Award Recipient |
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9:45- 10:25 AM |
YEAR END TAX PLANNING CASE STUDIES: FOCUS ON HNW CLIENTS Dr. Dean Smith, PHD, CFP, TEP, CPA, CA, President, Cadesky U.S. Tax Ltd |
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10:25-11:05AM |
MANAGING POST-PANDEMIC DEBT: Deferral Does Not Mean Forgiveness Patrick Gill, Regional Vice President of Central and Atlantic Canada |
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11:05-11:45AM |
THE BURDEN OF WEALTH: Estate Planning with Trusts Speaker TBA |
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11:45-11:55AM |
TASTE OF NIAGARA BREAK: A Virtual Helicopter Tour Enjoy your Niagara snacks as we take you over World Famous Niagara Falls |
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11:55-12:35 PM |
NEW RETIREMENT PLANNING TRENDS: Use of Life Insurance in a Retirement Strategy DR. Michel Finke, Ph.D., CFP®, Professor and Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services |
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12:35-1:15 PM |
CEO CORNER BOLD THINKING: Getting Wealth Management Right in a Post Pandemic World Speaker TBA |
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1:15-2:15 PM |
WINE TASTING VIRTUAL COOKING CLASS Let’s celebrate 2 outstanding days of learning with a wine tasting and Virtual Cooking Class |
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Friday, October 30th BRIGHT INSIGHTS |
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9:00-9:30 AM (Listed in Central Standard Time) |
GRADUATION CELEBRATION AND INSPIRATIONAL COMMENCEMENT Dr. Dean Smith, PHD, CFP, TEP, CPA, CA President, Cadesky U.S. Tax Ltd. Join us as we celebrate past graduates and designates. Raise a toast to recognize their significant achievements and those of their peers. HOST OF THE GRADUATE CELEBRATION: CADESKY TAX
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9:30-9:45 AM |
MASTER OF CEREMONIES OPENING REMARKS With Darren Ryan , B.Sc., MBA, CFP®, CLU, Financial Advisor Ryco Financial, 2016 DAC Young Advisor Award Recipient |
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BEST PRACTICES: Audit Readiness in a Digital World Kim Moody, FCA, TEP, Director, Canadian Tax Advisory Moodys Tax Law LLP
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10:25-11:05 AM |
MARKETING YOUR VIRTUAL ADVISORY PRACTICE Jeremiah Desmarais |
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11:05-11:15 AM |
VIRTUAL GOAT YOGA AND MIMOSAS
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11:15-11:55 AM |
MANAGING THE ELEPHANT IN THE ROOM: Addressing Mental Health for High Performance Matt Johnson |
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11:55-12:35 PM |
TAKING THE FINANCIAL REINS: It’s Back to Financial Basics PANEL TBA |
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12:35-1:15 PM |
CLOSING KEYNOTE: THE AMAZING RACE: Being Resilient, Your Positive Pivot Into 2021 Sarah Wells |
THE SPONSORS
More information on this year’s sponsors and their speakers is available in the detailed online agenda.
A NEW OFFICE ENROLMENT PROGRAM - YOUR CALL TO ACTION
Since this year’s DAC has gone virtual, we’ve introduced a new company enrolment program. Until September 15, take advantage of a special office license rate of only $1,785 which allows your team to watch with you from one location. It includes accreditation and a DAC-in-the-Box for 1 person. Then, get accreditation and a DAC-in-the-Box for each additional team member for $995 per person.
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