Family Banking System (FBS)™ Summit

In Relation To Farming And Ranching

Event Details:

Venue: Delta Hotels Regina

(1919 Saskatchewan Drive, Regina, Saskatchewan, Canada, S4P 4H2)

Date: 17th March 2023

Time: 8:30am to 1pm MT

What is the Family Banking Summit about and how is it important to farmers and ranchers?

The Family Banking Summit operates on the fundamentals of Becoming Your Own Banker but we will be showing you how you can operate a Banking System within your family that will impact all other areas of your life from growing your farming business, giving your children a better education, financing your equipments and many more.

Family farms have always been an important part of the Canadian prairie landscape and culture.  Successful transition of these businesses from one generation to another is not only important to the family involved but also to the prairie economy.  Family farms have increased in size and value over the past several years.  This is making even more important to start thinking about how the business will be transferred to the next generation if this is the family’s objective.

This is not your typical Becoming Your Own Banker event but an event which seeks to impact all areas of your life. Don't worry if you are new as this will show you the possibilities of how you can create financial abundance in your family and your life.

It's time to look beyond Becoming Your Own Banker and create wealth that is going to last many generations to come without needing to experience any financial stress.

Your Ticket Includes:

  • Ticket to live event ($250 Value)
  • 1 on 1 Personal Coaching ($150 Value)
  • Customized Roadmap ($99 Value)

Ticket Price: Pay What You Want (Minimum $10)
All proceeds will be donated to charity.

PLUS GET Our Wealth Without Bay Street Book - Cash Follow The Leader (U.P. $14.99) When You Show Up For The Event!

Attend with an open mind and you will discover a whole new idea of what you are capable off. 

*Do note that the event will be recorded*

2023 LIVE EVENT AGENDA

8:30 AM - 9:00 AM

Registration Open

9:00 AM - 9:15 AM

Opening Address

9:15 AM - 10:15 AM

What Is Family Banking & How Does It Relates To Farming? - By Dan Allen

In this session, we will discuss the following: 

  • What is Family banking and how do you create your own?

  • How you can use this family banking system in all areas of your life.
    • From your farm, ranch, or any business for that matter.
    • To support the transition of your business onto the next generation.

  • Go through a live case study of how one farm family has put this process into practice.

10:15 AM - 12:15 PM

Effectively Transferring Your Farming/Ranching Business To The Next Generation - By Chris Thompson

In this session, we will discuss the following: 

  • Overview of Canadian farm data from 2016 Census of Agriculture

  • Transferring the family farm….a personal story

  • How advisors are involved in the process

  • High-level overview of rollover rules and capital gains exemption

  • Where life insurance may be useful

  • Case Studies

12:15 PM - 1:00 PM

Deep Diving Case Studies, Question & Answer

Why attend?

  • Have a better understanding of how you can keep your farm and wealth within your family. 
  • Get access and network with others likeminded individuals who are looking to create financial abundance for their family and their lives.
  • Look beyond Becoming Your Own Banker and create wealth that is going to last many generations to come.
  • Discover how to finance large and expensive equipment the SMART way
  • Discover the various opportunities (by seeing real life examples and case studies) that you have and how you can plan and implement it for your own. 
  • Discover how you can effectively transfer your farm to the next generation

Limited to a Maximum of 20 attendees

The # 1 worry Canadians have today is running out of money and not being able to provide for themselves and their family! Attend with an open mind and you will discover a whole new financial world.

Keynote Speaker

Jayson Lowe is the founder of Ascendant Financial Inc., a highly regarded coach, speaker and advisor to individuals and business owners nationwide.

Jayson leads a Team of Professionals, highly sought after for their expertise and commitment to the process of Becoming Your Own Banker, developed by the late R. Nelson Nash. This is evident in all areas of Ascendant Financial and its successful process, which works to help People achieve financial prosperity in both their personal and business lives. Jayson also works closely with Accountants, Lawyers, and Strategic Partners to provide unique and unrivaled solutions that maximize our Client’s wealth.

He is recognized as one of Canada’s top overall Advisors, author of several publications, and co-author of The Bankers’ Secret, a Simple Guide to Creating Personal Wealth for Canadians. Jayson has delivered hundreds of presentations to the general public, appeared on countless stages and interviews. He is internationally recognized as one of the leading educators and implementers of Becoming Your Own Banker, The Infinite Banking Concept.

In the Family Banking Summit, he will be sharing with you what Family Banking is all about and how he implement the process of Family Banking in his family and in his business while creating financial abundance for future generations to come. 

Speaker

Dan Allen is a highly regarded coach and advisor to individuals and business owners nationwide especially to those in the farming and ranching community.

Growing up and working on a farm gave Dan a tough financial experience where he knows lots of capital is needed to keep the farming operation alive. What's more after months of hard work, the money earned first goes to the banks before going to those who deserved it the most – the Farmers and the Ranchers. After being in this profession of farming for over 25 years, he decided to continue his journey to help farmers and ranchers achieve financial prosperity through what they are doing by helping them to keep the wealth they earned in their farms and ranches and paying themselves first. 

If you owned a farm or a ranch, it is time to discover what Dan teaches on the implementation of Becoming Your Own Banker, The Infinite Banking Concept and how you can keep growing your farm or ranch the way you want to.

Speaker

Chris Thompson, CFP, CLU, CHFC, CHS
Advanced Case Consultant
Equitable Life of Canada

A 39 year veteran of the life insurance and financial services industry, Chris has worked in a number of roles including financial advisor, trainer, marketing consultant to independent financial advisors and technical advisor on client cases. He is currently an Advanced Case Consultant with Equitable Life of Canada.  Over the course of his career, he has worked with many advisors and their farm business clients, assisting with the process of transitioning the family farm to the next generation.  Chris was born and raised on a farm in Saskatchewan.  His own family’s farm is currently entering its 6th generation.  He continues to make  Saskatchewan his home with his wife, Sheila.

Claim your spot today to the

FAMILY BANKING SUMMIT

Ticket Price: Pay What You Want (Minimum $10)
All proceeds will be donated to charity.

PLUS GET Our Wealth Without Bay Street Book - Cash Follow The Leader (U.P. $14.99) When You Show Up For The Event!