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 |
| Speaking Engagements |
| Date |
|
Description: |
|
June 24, 2008 |
|
Million Dollar Round Table: Introduction for keynote speaker and renowned humorist, Karyn Bauxman |
|
November 15-30, 2007 |
|
Guadalajara, Mexico |
|
July 9, 2007 |
|
Law Foundation of British Columbia, Vancouver, BC |
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January 9, 2007 |
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Financial Management Ltd., Vancouver, BC |
|
November 15 - 30, 2006 |
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Keynote Speaker, Rio Caliente Spa, Guadalajara, Mexico |
|
September 30, 2006 |
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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 |
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Coast Capital Savings Credit Union, Whistler, BC |
|
September 9, 2006 |
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Fort Lewis Military, Fort Lewis, WA - "Financial preparations for retirement" |
|
March 6, 2006 |
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Advocis, Vancouver conference presentation: "Marketing to Boomers" |
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February 2, 2006 |
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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 |
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Pediatric Clinic Medical Group, Whistler, BC |
|
June 26, 2005 |
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Investment Dealers Association, Banff, AB |
|
May 4, 2005 |
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Investment Dealers Association, Ottawa, ON |
|
May, 2005 |
|
Vancouver Rotary Club, Vancouver, BC |
|
April 27, 2005 |
|
Investment Dealers Association, Toronto, ON |
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April 26, 2005 |
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Investment Dealers Association, Halifax, NS |
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April 25, 2005 |
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Investment Dealers Association, St. John's, NF |
|
April 23, 2005 |
|
Investment Dealers Association, Toronto, ON |
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April 21, 2005 |
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Investment Dealers Association, Winnipeg, MB |
|
April 20, 2005 |
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Investment Dealers Association, Vancouver, BC |
|
April 18, 2005 |
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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 |
| 
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Click
here to order the new edition of How Much Is Enough?
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