Equitable Life (October 25)
Date: October 25, 2022
Time: 9:30 AM EST
Guest Speaker(s):
Tracy Heath & Giuliano Savini
Equitable Life
Gareth Barnochan, Patti Quagliarini, Dave Fleming & Curtis Luckovitch
The BridgeForce Marketing Team
CE Credit(s): 0 *
BridgeForce Guest Host(s):
Dennis Brumley & Mark Denney
Zoom Meeting ID: 825 9054 7696
Passcode: 218886
* Please ensure that your Zoom profile contains your email address in order to receive CE Credits. No exceptions.
Agenda:
9:30 – 9:45 am
- BridgeForce Advisor Forum
Your chance to come together with fellow BridgeForce advisors to discuss a variety of current, industry topics.
9:45 – 11:15 am
- Tracy Heath & Giuliano Savini | Equitable Life
- Gareth Carnochan, Patti Quagliarini, Dave Fleming & Curtis Luckovitch | The BridgeForce Marketing Team
- Investments – Gathering Assets
Tracy Heath
Tracy Heath is the Regional Investment Sales Manager, Southwest Ontario with Equitable Life and brings almost 30 years of investment experience with her. Tracy started in the industry as a financial consultant / stockbroker with a major investment firm, building a successful practice. With this experience, Tracy offers some unique insights and ideas to grow your book of business. Whether it’s finding ways to build or streamline processes, Tracy is helping many advisors see opportunities to achieve their business goals.
Gareth Carnochan Gareth is a Director of Business Development for BridgeForce based in Calgary, Alberta. Gareth is dedicated to working closely with investment and insurance advisors to provide a high level of service.
Gareth has 8 years of industry experience, having worked at some of the largest financial institutions in the industry including Desjardins and Manulife. Most recently at Desjardins, he played an integral role in helping advisors grow their practice. Gareth has a strong background knowledge across various product lines and brings expertise in business growth, helping advisors implement various wealth strategies and manage distribution of wealth products.
We are excited to have Gareth join the BridgeForce Team and wanted to introduce him to you today on Wake UP. We look forward to the service he will bring to our advisors.
Upcoming “Wake UP with BridgeForce” Guests
- November 1: Rich Stieger | BridgeForce Advisor
- November 8: Mike Liem | CPP / Foresters
- November 15: Andrea Saffrey-Lewis | Sun Life
- November 22: Dan D’Silva | Manulife
- November 29: Jamie Kendrick | RBC
- December 6: Meghan Pauline | BMO
- December 13: David Hutchison | Equitable Life
- December 20: Year-end BridgeForce Advisor Forum
- December 27: No Wake UP with BridgeForce