Life Insurance Planning for You, The Trusted Private Company Advisor

Life Insurance Planning for You, The Trusted Private Company Advisor

Your clients look to you and your firm for not only services - they seek your business advice. Deboski & Co. will share with you, the private company advisor three real life cases. This case based learning will help you, a private company advisor, to better understand the financial instrument of life insurance. Topics covered will be:

Speaker Profile: Dustin Daniel

Dustin Daniel specializes in insurance planning for entrepreneurs, family owned private companies and professionals. Dustin has been advising private company owners, professionals and family business for over ten years.

Dustin holds a Bachelor of Arts in Economics from the University of Calgary, CFP and CLU designations and is currently working on becoming a member of The Society of Trust and Estate Practitioners (STEP).

Dustin is an avid skier and enjoys spending time at Shuswap Lake in the summer. Dustin is married with 3 young children.

Speaker Profile: Chris Day

Chris Day has been in the relationship and growth business for more than twenty five years. During this time Chris has used his genuine interest in helping people to grow and develop the companies he has worked with as well as the people inside them.

Over his career Chris’ roles, organizations and industries have varied, including service with Canadian Army regular force, owner of a recycling service, the internet and telecommunications industry and most recently, professional services leadership with KPMG Enterprise. From his start as an entrepreneurial owner of a private Alberta based company, to a respected market leader and now a proud Partner with Deboski & Co. Chris is a passionate believer in private company ownership and entrepreneurial ventures.

Chris currently serves the community with The Calgary Stampede on the Corporate Relations Committee and as member of the United Way of Calgary Major Donations Cabinet. Current private company board of advisor service to a private family office active in the telecommunications industry, and a local craft brewery.

**NOTE**

Registration cutoff is 3:00 PM on May 10, 2018. No late registrants please. Registration must be completed prior to this time. 

You must pay for yourself and guest(s) ($45 ea.) when you register (no payments at the door, please.)

Please pass this event information on to your colleagues. Only members can register, but members can add non-member guests to their registration. Please see the main events page for more details on registering.

If you have a problem registering please contact Richard Sherry at Richard@TheBookkeepingDepartment.ca.