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BUSINESS 101
(Insurance and Planning for Your Future)

back to Afternoon Business Session main page

 
 

Approved for 0.75 Secondary credits (MTAM) and 5 compentency credits (NHPC - when taken with the morning business session as well).

Course Information (Theory hrs: 1.5)
Insurance and Planning for the Future
Discussing mortgage financing, home and commercial insurance, life and disability insurance, and tax planning

Learning Outcomes

  1. Mortgage Financing for the Self (Employed Borrower, How to Understand your Credit Score, How to make your Mortgage Tax Deductible)
  2. Home and Commercial Insurance (Ensuring the proper coverage for you and your business)
  3. Life and Disability Insurance (Protecting You, your business and your family)
  4. Tax Planning (Top 10 tax deductions for self employed individuals)

About the Instructors

  • Michael Chapnick (5 years experience in the insurance industry. Licensed for Life Insurance, Accident and Sickness,  Mutual Funds and General Insurance)
  • Sean Frain (Mortgage Broker with Centium Bay Hill)
  • Ralph Irwin (over 10 years experience in the insurance industry. Licensed for Life Insurance, Accident and Sickness, and Mutual  Funds)
  • Sean Marek (CA with M Group Chartered Accountants)
 
 

Registration

NOW OPEN


 
  REGISTRATION FORMS
Click on the following link that pertains to your status in relation to Wellington College to download a registration form:

Alumni
Non-Almuni
WCRMT Student (with credit)
WCRMT Student (no credit)

The registration forms are in pdf. format. They may be completed online and submitted via email, or printed out and mailed in, dropped off, or faxed.

Please see our Contact Us page for Wellington's mailing and fax information.


Contact
Contact Leanne Scatliff, Conference Coordinator if you have any questions or concerns.

 
 

Payment must be made within 24 hours of submitting the registration form in order to reserve your space.

Spaces limited!!


 
 

Payment is available via Visa, MasterCard, American Express, Cash, Personal or Business Cheque.

Payments can be made in person, via fax, email, over the phone, or through the mail.

Your receipt and confirmation will be mailed to you upon receiving your registration. NSF payments will be charged a $20 fee.


CANCELLATIONS
There will be a $50 processing fee for any cancellation prior to May 25th, 2009. After May 25th, 2009, there will be a $100 charge (or %50 of your conference fee - whichever is less).
NO REFUNDS ARE ISSUED WITHIN 7 DAYS OF THE CONFERENCE.
 
 
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