CIFPs IS PLEASED TO PRESENTCIFPs IS PLEASED TO PRESENT

C I F P s ANNUA L

N A T I O N A L

C O N F E R E N C E 2004

MORE INFO

REGISTRATION INFORMATION

Kevin Wark, LL.B., CFP

President and Chief Executive Officer of Equinox Financial GroupFrequently lectures on tax and estate planning, is the editorin chief of the 'Federated Press' publication entitled'Insurance Planning', as well as being the author of twobooks.

Jim Bird, B.A. (Hons.), CFP, CLU, CH.F.C., FLMI,

J.D., LL.B.,TEP

Tax & Estate Planning Consultant, Manulife FinancialJim’s topic: A Matter of TrustHow they work, when and why to use trusts, their taximplications, and their application. His session will deal withtrusts and, in particular, with those trusts that commonlyhave a financial planning angle. An overview of alter ego,spousal, life insurance, discretionary (Henson),"family", andother trusts will be presented along with the planningopportunities that arise.

Patty Randall, Long Term Care ConsultantPatty Randall is a national consultant on the care-yearsstage of life. She has written a practical guidebook on thissubject.Patty’s topic: "Long-term care, are your clients ready, if not,I’d love to hear your defence!"

Rick Forchuk, MBA, CFP, CLU, CH.F.C.

Director, Sales and Distribution, Western Canada, EmpireFinancial GroupRick's varied background includes agent and managementtraining, branch manager, newspaper columnist, radio andTV broadcaster.Rick ‘s topic: "Talkin' 'Bout My Generation" ...Understand the attitudes that drive clients' buying decisionsbased on who they really are, not who you think they are.

Perry Truster, B.Sc. F.C.A, T.E.P.,

Truster, Zweig LLP, Chartered AccountantsPerry is a partner of Truster Zweig LLP, in charge of the taxsection of the practice. He has authored and presentednumerous papers and tax courses for the Canadian Instituteof Chartered Accountants ("CICA"), Commerce ClearingHouse, the Ontario Institute of Chartered Accountants, theCanadian Tax Foundation and other organizations. Hisbackground includes technical editor of the CICA annualanalysis of the federal budget.Perry's topic - Tax Planning

Registration includes admission to allkeynote addresses, educational sessions,exhibits, meals, the Welcome Reception andDinner, and all conference materials.Register via our Website: WWW.CIFPS.ca

OR

Download the registration form and fax to416-366-1527

Exhibition showing the latest in products andservices.Special events.Opportunities to network with financialplanners from across Canada.

Program includes all meals, events andsessions at a great rate.

Register NOW for the best rates!

More reasons to attend

A great Companion Program

For more information about the conference visit our Website at www.CIFPS.ca

Stay tuned for further details on speakers as well asexciting entertainment details!

AGENDAAGENDAFour Educational Streams:

- Wealth Management

- Tax Planning

- Estate Planning

- Risk Management

Here is a preview of some of the educational sessions:

Lisa Allin, B.Sc., M.P.A., CLU, Ch.F.C., CFP

President, Money Concepts, BellevillePractice Management

David Karas

Business Development Investment Planning

Fraser Smith

Wealth Management

Keith Leech, CFP, CLU, CHFC, RHU

Vice President, Hub Financial BCLong Term CareKeith Leech runs the day to day operations of HubFinancial BC. Hub Financial is the largest National MGAin Canada. Keith specializes in living benefit productlines, which include disability insurance and critical illnessprotection.

Richard Austin

Ten Top Compliance issuesRichard E. Austin is the Deputy Head of Compliance ofthe Wealth Management Group of The Bank of NovaScotia. He has worked for the Ontario SecuritiesCommission as counsel, a major law firm, GeneralCounsel and VP with a national financial planningorganization and VP ,Legal and Regulatory Affairs for anIDA member firm.

Knut Larsen, cand.oecon., CFP, FCSI

Quantitative analysis of Portfolio SelectionKnut Larsen is a Senior Partner with The Brigus Group, aToronto-based company that provides learning andeducation services to the financial services industry.He currently teaches a section of IntermediateMicroeconomics at the University of Toronto.

Continuing Education CreditsThe conference, including completion of related quizzes,will qualify for your annual 20 FPSC C .E. credits or yourinsurance credits.

The conference progam has been developed following the guidelinesfor Continuing Education from the Financial Planners Standards Council.Please note, it is the CFP™ licensee's responsibility to ensure this program

meets their CE credits for the current year.

Register online at - www.cifps.ca

Sunday, June 13, 2004

Monday, June 14, 2004

(Subject to change)

Tuesday, June 15, 2004

Wednesday, June 16, 2004

6:30 - 7:30

7:30 - 9:30

7:15 - 8:15

8:15 - 9:45

9:45 - 10:45

10:45 - 11:15

11:15 - 12:00

12:00 - 1:15

1:15 - 2:30

2:30 - 3:30

3:30 - 4:30

4:30 - 5:30

7:00 - 9:00

7:15 - 8:15

8:15 - 9:15

9:15 - 10:15

10:15 - 10:45

10:45 - 11:45

11:45 - 1:15

1:15 - 2:00

2:00 - 3:00

3:00 - 3:30

3:30 - 4:30

4:30 - 5:30

7:00 - 9:00

7:15 - 8:15

8:30 - 10:30

10:30 - 11:00

11:00 - 11:45

12:00 - 2:00

A Welcome Reception

Dinner

Breakfast

Plenary Session

Concurrent Education Sessions (4)

Coffee Break in Trade Show Hall

Concurrent Education Sessions (4)

Lunch

Plenary Session

Coffee Break in Trade Show Hall

Round Table Discussion Group

Plenary Session

Dinner

Breakfast

CIFPs Annual Meeting and

Members Business

Plenary Session

Coffee Break in Trade Show Hall

Concurrent Education Sessions (4)

Lunch

Trade Show Exhibition Time

Open Forum with Panel of Experts

Coffee Break in Trade Show Hall

Concurrent Education Sessions (4)

Plenary Session

Dinner

Breakfast

Plenary Session

Break

Closing Speaker

Lunch & Adjourn