 |
|
| Speaking Engagements |
| Date |
|
Description: |
|
July 15, 2011 |
|
Million Dollar Round Table Webinar; Moderator and introduction for Keynote Speaker, Clifford Ryan, Transitioning to an Elder Planning Practice. |
|
June 5, 2011 |
|
Million Dollar Round Table Annual Meeting - Atlanta, Georgia; First Time Orientation Facilitator and Main Platform Speaker. |
|
April 27, 2011 |
|
Women Presidents' Organization Annual Conference, Grow Boldly, Lead Globally. Topic: Economic Outlook Around the Globe. |
|
October 21, 2010 |
|
Advisor Group Conference "Investing in You". Panel Discussion. Topic: Managing a Successful Practice. |
|
June 23, 2010 |
|
Seminar at Image Group Inc., Vancouver, BC - Keynote Speaker on Financial Planning |
|
June 16, 2010 |
|
Million Dollar Round Table, Member Theatre Spotlight - Keynote Speaker on Retirement Goals and Ways to Identify Saving and Spending Styles |
|
May 27, 2010 |
|
International Women's Forum Cornerstone Conference, Guayaquil, Ecuador - Keynote Panelist highlighting Ecology, Economy and Enterprise |
|
September 17, 2009 |
|
International Women's Forum, Vancouver, BC - Guest Panelist "Calming people during an economic crisis - a solid financial plan" |
|
July 8, 2009 |
|
Seminar at Women Presidents Organization, Vancouver, BC - Keynote Speaker on Financial Planning |
|
June 8, 2009 |
|
Million Dollar Round Table: Introduction for keynote speaker Lauren Farasati - The Protégé Solution – It's About Time! |
|
May 7, 2009 |
|
Women Advisor conference - Keynote panel: How she does it: Managing client, family and firm expectations - not to mention your own |
|
November 15-30, 2008 |
|
Keynote Speaker, Rio Caliente Spa, Guadalajara, Mexico |
|
June 24, 2008 |
|
Million Dollar Round Table: Introduction for keynote speaker and renowned humorist, Karyn Bauxman |
|
November 15-30, 2007 |
|
Keynote Speaker, Rio Caliente Spa, Guadalajara, Mexico |
|
July 9, 2007 |
|
Law Foundation of British Columbia, Vancouver, BC |
|
January 9, 2007 |
|
Financial Management Ltd., Vancouver, BC |
|
November 15 - 30, 2006 |
|
Keynote Speaker, Rio Caliente Spa, Guadalajara, Mexico |
|
September 30, 2006 |
|
Keynote Speaker, Orange County Teachers Federal Credit Union - "Seven Steps to Financial Health." Diane addressed 2,500 members followed by book signing event |
|
September 23, 2006 |
|
Coast Capital Savings Credit Union, Whistler, BC |
|
September 9, 2006 |
|
Fort Lewis Military, Fort Lewis, WA - "Financial preparations for retirement" |
|
March 6, 2006 |
|
Advocis, Vancouver conference presentation: "Marketing to Boomers" |
|
February 2, 2006 |
|
UBC Professor Lecture Series presentation: "7 Steps to Financial Health in Good Economic Times--and Bad" |
|
January 12, 2006 |
|
Advocis, Vancouver |
|
November 15 to 30 2005 |
|
How Much Is Enough? Seminar Series, Rio Caliente Spa, Guadalajara, Mexico |
|
October 12/13, 2005 |
|
Saskatoon Credit Union |
|
September 5, 2005 |
|
Pediatric Clinic Medical Group, Whistler, BC |
|
June 26, 2005 |
|
Investment Dealers Association, Banff, AB |
|
May 4, 2005 |
|
Investment Dealers Association, Ottawa, ON |
|
May, 2005 |
|
Vancouver Rotary Club, Vancouver, BC |
|
April 27, 2005 |
|
Investment Dealers Association, Toronto, ON |
|
April 26, 2005 |
|
Investment Dealers Association, Halifax, NS |
|
April 25, 2005 |
|
Investment Dealers Association, St. John's, NF |
|
April 23, 2005 |
|
Investment Dealers Association, Toronto, ON |
|
April 21, 2005 |
|
Investment Dealers Association, Winnipeg, MB |
|
April 20, 2005 |
|
Investment Dealers Association, Vancouver, BC |
|
April 18, 2005 |
|
Investment Dealers Association, Calgary, AB |
|
February 2005 |
|
Investment Dealers Association, Vancouver, BC |
|
October 29, 2004 |
|
Investment Dealers Association, Toronto, Ontario |
|
October 5, 2004 |
|
Investment Dealers Association, Vancouver, BC |
|
September 2004 |
|
Tower Life Insurance Co. Annual Convention - Hawaii |
|
August 14, 2004 |
|
Tower Financial Life Insurance Company Seminar How Much Is Enough? Hawaii |
|
June 2, 2004 |
|
National Association of Investment and Financial Advisors (NAIFA) |
|
April 22, 2004 |
|
Investment Dealers Association Seminar Regina, Saskatchewan |
|
April 21, 2004 |
|
Investment Dealers Association Seminar Edmonton, Alberta |
|
January 15, 2004 |
|
Investment Dealers Association - Regional Conference "Understanding Your Client's Behaviour & Building a Business" Halifax, Nova Scotia |
|
October
2003 |
|
Amerus
Life Conference, Kansas City MO |
|
October
2003 |
|
National Association of Insurance and Financial Advisers
Conference, Madison WI |
|
June
25, 2003 |
|
Million
Dollar Round Table Annual Meeting, Las Vegas Nevada:
International Conference of International Advisors from
65 countries |
| 
|
April
30, 2003 |
|
Million
Dollar Round Table Day for the State of Minnesota |
|
|
April
16, 2003 |
|
Investment
Dealers Association seminar for investment and financial
advisors, Calgary, Alberta |
|
|
February
16, 2003 |
|
Financial
Forum, Vancouver |
|
|
February
12, 2003 |
|
University
of British Columbia, UBC Faculty Association Members,
Financial Planning Lectures Series, in conjunction with
UBC Continuing Studies |
|
|
January
25, 2003 |
|
Financial
Forum, Toronto |
|
|
March
2002 |
|
CAIFA
(Canadian Association of Insurance & Financial Advisors)
Vancouver Island Annual Conference, keynote speaker |
|
|
February
15, 2002 |
|
Provincial
Financial Forum 2002, Management of Financial Advisors
of Vancouver (largest financial forum for the general
public). |
|
|
October
20, 2001 |
|
CAIFA
2001 National Conference, Toronto: “Going beyond
the Numbers Game in Retirement Planning” Breakout
sessions, keynote speaker |
|
|
June
2001 |
|
Million
Dollar Round Table International Conference, including
65 countries |
|
|
June
2001 |
|
Canadian Association of Gift Planners Vancouver Island
Conference: Charitable Giving. Keynote speaker |
|
|
May
31, 2001 |
|
Conference “How Much is Enough”, workshop
for charitable giving |
|
|
Click
here to order the new edition of How Much Is Enough?
|
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