In 2006 I released the first edition of “Where There’s a Will There’s a Way” The book has proven to be a great success. Because of this, I have spent the past 2 years touring Canada and presenting at different financial venues. As well as the book, I have developed a power point presentation that takes you through the nuances of Estate planning. This seminar and presentation has qualified for C.E. credits. You may have heard me speak at:
» CIFP’s (May 2006) Vancouver
» Advocis Chapter Meeting St. Catharines (Fall 2006)
» Advocis Chapter Meeting St. Catharines (Fall 2006)
» IFB Summit Toronto (Fall 2006)
» IFB Spring Summit Toronto (2007)
» IFB Fall Summit Toronto (2007)
» IFB Spring Summit Toronto (2008)
» Blonde & Little (MGA) National Conference (2006)
» Advocis Chapter Meeting Okanogan BC (April 2007)
» Advocis Ontario School Collingwood (August 2007)
» Advocis Atlantic School P.E.I (August 2008)
» Advocis Ottawa Chapter (January 2009)
» Industrial Alliance Blue Mountain (2008)
» Industrial Alliance Kananaskis (2008)
» Industrial Alliance Vancouver (2008)
My book is designed to educate the reader and get them organized so that an effective estate plan can be drafted and properly executed. It is also a powerful tool for legal firms to use so that a proper Will and Power of Attorneys are appointed. As well as showing Advisors how to incorporate the Estate Planner into their every day practice. “Where There’s a Will There’s a Way” is an easy to read book, with real world examples and case studies that allow the reader to put into practice the ideas they have just read about. Both the book and C.E. presentation have been well received at all of my past speaking engagements.



