PROGRAM DIRECTOR

 

 

TITLE SPONSOR

 

 

DIAMOND SPONSOR

 

 

SILVER SPONSOR

 

 

 

 

 

 

MIMOSA SPONSOR

 

 

MEDIA SPONSOR

 

 

MFA/DFA SPECIALIST LUNCHEON SPONSOR

 

 

 

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Distinguished Advisor Conference

November 6 – 9 in San Diego

 

News Release     Agenda     Application     Sponsorship

 

THEME - SOAR HIGHER: Plan for Your Greater Potential

This year, the Distinguished Advisor Conference is for and about the Top Guns. . . the leaders of tomorrow in the tax and financial services – stealth wealth managers who are willing to tackle cutting edge technical matters and demonstrate skilled maneuvers when their clients’ affairs are under attack from a variety of new risks ahead. Explore your greater potential to lead and serve: be fully prepared to gain the upper hand in financial dogfights relating to tax, retirement, succession and estate planning.  Join us in San Diego at the stunning Loews Coronado Resort with views of the shimmering bay and the beautiful city skyline. At this private beach resort - with paddle boarding, sailing, fishing and golf nearby - Forge important new business, educational and personal networks. Experience education differently: at a higher standard AND earn valuable CE/CPD Credits. . .compliance and knowledge hour approvals pending.

NEED HELP WITH REGISTRATION?  PLEASE CALL US – 1-866-953-4769

WHAT’S IN IT FOR YOU?  Our past attendees say it best:


"It is often said that if you get one good idea from a conference that it was worthwhile.  I got at least one great idea from every single presentation at the 2015 DAC.  Just when you think it can't get any better - it does!  I am looking forward to San Diego in 2016."
Thomas B. Russell B.Sc., MBA, CFP®, CLU, CH.F.C., Certified Financial Planner

"DAC 2015 was OUTSTANDING… in every respect!  You really hit it out of the park with a combination of strong speakers & idyllic venue.  You did a wonderful job of weaving a common theme through a very diverse lineup of speakers.  All of the issues around millennials are fascinating – from business opportunity to succession planning.  On a personal note with 3 millennial children, there were some takeaways as well.  Puerto Vallarta – a perfect venue.  So much to see and do – fabulous dining, and the beach!! You have the vision and a great team.  Congratulations!"
Michelle Crouse, BMO Nesbitt Burns Inc

"Great format, great locations, great content... and perhaps most importantly great people. Year after year the DAC conference continues to be one of the highlights on our calendar. Bravo!"
Todd Hynes, Vice-President Sales, ivari - formerly Transamerica

"All three days were great!"
Ellie Jenner, Investor's Group

"The sophistication of the content, speakers and audience. . .DAC is terrific."
N. Griffin, ON

"Great Insight, Great Themes, Excellent Speakers! I increased my knowledge, met lots of new people. I would definitely recommend DAC."
Siegfried Merten, Merten Financial, Kitchener

"Great opportunity for team building."
Karen McIvor, IA, BMO Nesbitt Burns, Winnipeg

"Best of the three I have attended. Location was great! Highly recommend."
Ron White, Scotia Capital, Toronto

"Most valuable idea: leadership and career management potential. . .very well rounded; economic outlook was excellent."
Terri Eriksen-Parker, BMO Nesbitt Burns

"Good technical information and great speakers and styles. Casual and relaxing!"
Robin Taub, Robin Taub Financial Coaching