CICEA Events Calendar

The “Challenging Dynamics for Executors; Boom or Bust for Advisors?” Tour

Past Events

November 21^st, 23^rd, 28^th or 30^th TBC) – CCUA / cuSource - Business Lending Webinar

Sept 21^st – Advocis Toronto presentation

June 12^th – 13^th – STEP Canada Conference  (TBC)

June 9^th - International Valuation Conference presentation

June 7^th - Advocis Saugeen  presentation

May 18^th – Advocis Vancouver presentation (TBC)

May 16^th (23^rd or 25^th TBC) CCUA / cuSource Retail Lending Webinar

May 9^th – CCUA Canadian Conference presentation (TBC)

May 7^th – 10^th CCUA Canadian Conference

March 23^rd – CCUA / cuSource - Agricultural Lending Webinar

March 9^th  – Waterloo Wellington CAGP presentation

March 9^th – Waterloo Wellington Estate Planning Council presentation

Feb 15^th – CCUA / cuSource - CICEA Introduction Webinar

December 15^th – Sault Ste. Marie – Seminar

December 13^th – Toronto Airport – Seminar

December 7^th – National – Webinar – Canadian Credit Union Association

December 7^th – Bowmanville – Seminar

December 6^th – Toronto – Seminar – BMO National Wealth Planning Conference

November 30^th – London – Seminar

November 25^th – Vancouver – Exhibition – FPSC Symposia

November 23^rd – Toronto – Exhibition – FPSC Symposia

November 4^th – Niagara Falls – Seminar – State Farm Insurance

October 20th – Orillia - Seminar

October 19^th - Niagara Falls - Seminar

August 21^st – 25^th, 2016 Banff School, Advocis, Banff, AB

July 13^th 2016 – CE- Credits Seminar, Toronto East, ON

June 14^th 2016 – CE- Credits Seminar, Markham, ON

June 9^th – 10^th, 2016 – STEP National Conference, Toronto, ON

May 31^st, 2016 – Kingston Estate Planning Council, Kingston, ON

May 5^th 2016 – Investors Group Seminar – Winnipeg, MB

April 25^th 2016 – Industrial Alliance Seminar – Vancouver, BC

April 21^st 2016 – Advocis, Edmonton, AB

April 12^th, 2016 Industrial Alliance Seminar – Niagara Falls, ON

April 6^th - 8^th, 2016 – CAGP National Conference, Banff, AB

March 17^th, 2016 – Advocis, Sault Ste. Marie, ON - Postponed

February 25^th, 2016 – Advocis Golden Triangle, Kitchener

January 18^th - 20^th, 2016 – Hollis Wealth Conference (Key Biscayne, FL)

November 20^th, 2015 – Canada Life, Kelowna

November 19^th, 2015 – Canada Life, Vancouver

November 18^th, 2015 – FPSC Conference, Toronto

November 18^th, 2015 - Canada Life, Surrey

November 17^th, 2015 – Canada Life, Richmond

November 16^th - 20^th, 2015 – Canada Life, Victoria

October 5^th, 2015 - Mississauga Estate Planners

September 28^th – 29^th, 2015 - The One National CPA Conference

September 24^th, 2015 – Simcoe Muskoka Advocis, Barrie

July 13^th - 15^th, 2015 – Okanagan School, Advocis, Kelowna

June 18^th – 19^th, 2015 – STEP National Conference, Toronto

May 27^th, 2015 - HUB Elite Meeting, Niagara-on-the-Lake

May 8^th, 2015 - Advocis Medicine Hat

May 7^th, 2015 - Advocis Lethbridge

May 6^th, 2015 - Advocis North Central Saskatchewan

May 1^st, 2015 - Manulife Study Group, Kitchener

April 22^nd, 2015 - CAGP National Conference, Halifax

April 17^th, 2015 - Advocis Nova Scotia, Halifax

April 15^th, 2015 - Winnipeg Spring Conference

April 7^th, 2015 - Investors Group, London, Sarnia

March 26^th, 2015 - Calgary Sales Congress

March 19^th, 2015 - Advocis Belleville

March 10^th, 2015 - Financial Horizons Barrie

January 15, 2015:  Advocis Bay of Quinte

TBD, Belleville, ON

November 26, 2014: Advocis Peel Halton

November 13, 2014: Advocis Vancouver Island

TBD, Victoria, BC

“The feedback from his presentation was outstanding, and I do not doubt he will be asked to return for a follow up session. Mark was well organized and provided great value to both the new and experienced advisors in the room. Thanks again to Mark for sharing his wealth of knowledge and time with our chapter.”

Shane Edmison, CFP, Program Chair, Advocis Vancouver Island

Other attendee comments:

• This was worth the price of admission- excellent!
• Good review and presenter knowledge
• Well presented- covered all points
• Good information and sales ideas
• Very good presentation
• Showed areas to be concerned about as an executor beyond the usual tax, legal and accounting
• Great ideas for another designation!

October 8, 2014:  Advocis South Saskatchewan

Wascana Country Club, 6500 Wascana Parkway, Regina, SK

“I know our membership really enjoyed the way you presented the topic, as a great benefit to their practice, offering more value for clients and an excellent growth opportunity.  Your perspective made clear that the role of an executor is more complicated and difficult for average Canadians. The public really do need the help provided by advisors with a CEA designation.”

Joel Gartner, B. Comm, GBA, Co-program Chair, South Saskatchewan Advocis

October 23, 2014:  Investors Group (TAD Education Session)

TBD, Greater Toronto Area, ON

October 1, 2014: Advocis Kingston (IAFE)

TBD, Kingston, ON

“Mark provided a very professional, informative and entertaining presentation.  I received excellent feedback and heartily endorse this presentation to any chapter.”

September 16, 2014: Advocis Greater Hamilton

Burlington Golf and Country Club, 422 North Shore Boulevard East, Burlington, ON

"The Advocis Greater Hamilton Chapter had Mark speak at our recent PD day in Sep 2014.  Those in attendance came away with information they had never seen elsewhere, even if they had been in the business for a very long time.  Clients who are named as executors don't really know what is involved and the risk they could be putting themselves in if they don't do it properly, but this presentation gave some real life examples of this.  Not only is it another service we can offer our clients, it is a way to develop multi-generational relationships that will help you prosper further in your practice.  I intend to enroll in this program in the future."

Rob Penson, CFP, President, Advocis Greater Hamilton

September 16, 2014: Advocis Brant-Norfolk

Best Western, 19 Holiday Drive, Brantford, ON

“Mark’s subject was brilliantly presented, as well as concise and cohesive on this critical topic. I certainly intend to enroll & get CE credits to boot!  This is a must for those in our profession.”

Paul Williamson, The Williamson Group, Brantford

Bridgeforce Faiella -Timberwolf Golf Course, Sudbury, ON - August 20, 2014

“Challenging Dynamics for Executors; Boom or Bust for Advisors?”

“Mark O’Farrell spoke at our Annual Advisor Education Day in August 2014 where advisors were encouraged to invite accountants and lawyers for the day.  Mark’s presentation was very informative touching on many topics that advisors simply do not discuss with their clients.  We received good feedback from our attendees with some advisors, including myself, now enrolled in the CICEA course.  We would encourage any advisor or other professional who deals with clients’ financial matters to take the opportunity to speak with Mark about their program.”

Rocco Faiella, Managing Partner – Faiella Financial Group Partner – BFG Financial, Sudbury

Advocis Moncton – May 9th, 2014

“Challenging Dynamics for Executors; Boom or Bust for Advisors?”

Advocis Toronto – March 27^th, 2014

Attendance with Information Booth

Advocis Seminar – Durham region – March 6^th, 2014

“Estate Planning – What Are We Missing?”

“I want to thank you for an excellent presentation to the Advocis Durham Region Chapter on March 6^th, 2014.  Your presentation provided attendees with a clearer picture of what their clients, executrix and executors can expect when settling an estate. It also provided an overview of how we as Financial Advisors / Planners can play a role in helping.  I highly recommend having Mark present information on the CICEA to your chapter.”      Wayne J. Daley, Program Chair, Advocis Durham Region

Advocis Seminar – Ottawa Chapter – February 6^th, 2014

“Challenging Dynamics for Executors; Boom or Bust for Advisors?”

"Advocis chapters considering having Mark as a speaker might be interested in knowing that his presentation at our PD Day was great.  He provided a lot of informative material which was very timely given the changing landscape of what's been happening in Canada.  We use written feedback forms for all presenters and I can say with confidence that our members responded very positively to both the delivery and content.  He generated considerable interest among our members and I am sure he would again at any chapter event in the country."      Dwight Thompson, Program Chair, Advocis Ottawa

Advocis Seminar – Peterborough Chapter – January 17^th, 2014

“Introducing the New CICEA”