We are pleased to release the agenda for the Advocis Atlantic School, August 11th-13th!
TUESDAY, AUGUST 11th
10:30 -11:30 am
REGISTRATION
11:30 – 12:15 pm
LUNCH
12:15 – 12:30 pm
OPENING & WELCOME
12:30 – 1:30 pm
KELLY GORMAN (Advocis CEO) – “Advocis CEO Update”
1:30 – 2:30 pm
KELLY GUSTAFSON – “Tech Savvy, Ethically Ready – Building Confidence with Technology and AI”
2:30 – 2:45 pm
COFFEE BREAK
2:45 – 3:45 pm
JOS HERMAN – “Your Business Owner – Exploring Buy Sell – Part 1”
3:45 – 4:45 pm
MATT AUSTIN – “Effective strategies for positioning permanent life insurance solutions – Motivating your clients to action”
4:45 – 6:15 pm
FREE TIME
6:15 – 7:00 pm
RECEPTION – THE GRANDE LOUNGE
7:00 – 8:00 pm
SCALLOP DINNER – DIGBY HALL
8:00 pm
ENTERTAINMENT – DIGBY HALL
WEDNESDAY, AUGUST 12th
6:30 – 8:15 am
BREAKFAST – Churchill’s Restaurant
8:15 – 9:15 am
KELLY GUSTAFSON – “The Architecture of an Advisor’s Practice”
9:15 – 10:15 am
BARB LEIGHTON & JOANNE JOHNSEN – “Compliance as your Edge. Not your Enemy”
10:15 – 10:30 am
COFFEE BREAK
10:30 – 11:30 am
KIM SIEGERS-ROBINSON – “Failed Family Legacies and Why Advisors can be First Responders”
11:30 – 12:30 pm
JOS HERMAN – “Your Business Owner – Exploring Buy Sell – Part 2”
12:30 pm
LIGHT LUNCH – Churchill’s Restaurant
12:30 – 6:30 pm
FREE TIME – Golf Tournament, swim, explore, snore, canoe, shop
6:30 – 7:00 pm
RECEPTION – DIGBY HALL
7:00 – 8:00 pm
SALMON DINNER – DIGBY HALL
8:00 pm
ENTERTAINMENT – DIGBY HALL
THURSDAY, AUGUST 13th
6:30 – 8:00 am
BREAKFAST – Churchill’s Restaurant
8:00 – 9:00 am
BARB LEIGHTON & JOANNE JOHNSEN – “Dealing with Vulnerable Clients in an Aging Population”
9:00 – 10:00 am
KIM SIEGERS-ROBINSON – “Navigate Family & Business Dynamics – Turn Spirals to Systems”
10:00 – 10:15 am
COFFEE BREAK
10:15 – 11:15 am
ALEX DASHEFSKY – “Navigating AI Compliance in 2026”
11:15 – 12:15 pm
MATT AUSTIN – “Thought-provoking Life Insurance Planning Matters for Affluent Clients and Business Owners”
12:15 – 12:30 pm
CLOSING CEREMONIES