Kleinburg 2008 Conference DVD Order Form

DVD of
The Buying & Selling of Financial Advisory Practices
Levels I & II

Copper Creek Golf Club, Kleinburg, Ontario
Monday, April 28 & Tuesday, April 29, 2008



George Hartman, The Covenant Group: 'The Soft Side of Succession'

Ellen Bessner, Gowlings: 'Advisor At Risk: A Roadmap To Protecting Your Business'

Jamie Golombek*, AIM Trimark: 'Tax Implications of Buying or Selling a Book'

Bob Dorrell, Assante Wealth Management: 'Financing Options'

Lawrence Chambers, Chambers Planning Services: 'Business Succession' (A first person account from the seller’s perspective)

Kenneth Dekker, Affleck Greene McMurtry: 'Whose Book of Business Is It Anyway? (The legal aspects of book ownership)

Howard E. Johnson, Veracap Corporate Finance: 'Financial Advisory Practice Evaluation'

Peter Wouters, Empire Life: 'Practice Management & Succession Planning'

Rob McClelland, Assante Wealth Management: 'Super-Size Your Business' (How to grow your practice through acquisition from a leading practitioner)



*Jamie Golombek’s presentation will be sent out under separate cover free of charge.

Your order includes:

~ two DVD set containing 9 speaker presentations
~ hard copy of the complete conference wiro-book including print outs of each speaker’s presentation in PowerPoint ‘Notes’ view

Note: DVD features a modular user interface. ie. Speaker presentations can be viewed individually.

Prepayment is Required. Please allow 1 - 2 weeks for order processing and delivery.

Package Options

Option 1:  Non-Attendees to the 2008 or previous Buying & Selling of Financial Advisory Practices Conferences
                           Total: $395 + $19.95 (shipping & handling) + $20.75 (GST) = $435.70

Option 2:  Delegates & Attendees to this year’s or a previous Buying & Selling of Financial Advisory Practice Conference
                          Total: $149 + $19.95 (shipping & handling) + $8.45 (GST) = $177.40

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Note re Volume Purchases
For orders of 3 DVD's and up, please contact Mindpath at 416.929.MIND (6463); Toll Free: 1.877.929.6463 or by Toll Free fax: 1.866.244.9837.

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If you prefer to order by phone, please call 416.929.6463 or Toll Free: 1.877.929.6463