Enhancing the professionalism of financial advisors in the best interests of the consumer

North Central Saskatchewan Chapter

 Upcoming Event Registration

Under 5 Event

 Are you under 5 years in business?


Join us to hear great speakers and for an excellent networking opportunity!


Location: Hudsons Canada's Pub, 401 21st St E, Saskatoon, SK 

Speakers will share their industry knowledge and experience from several perspectives. Come out and enjoy appetizers and a beverage.

Cost: $5.00


Register today!

 
Thursday, September 21, 2017




UPDATE 2017 - Driving Client Value


Update 2017 will focus on four key areas critical for ‘Driving Client Value’ today:

  • The New Tax Rules – what’s in, what’s out, what’s still under revision?
  • Sticking to the Plan – on the road to retirement
  • Making the Money Last – during retirement
  • Estate Transition – are your executor clients prepared?

Update 2017 delivers a series of video interviews with subject experts.

  • James W. Kraft, CPA, CA, MTax, CLU®, CH.F.C., CFP®, TEP, FEA
  • Teresa Black Hughes, CLU®, CFP®, R.F.P., CIM, FCSI
  • Aurora Tancock, CFP®, FLMI, AIAA
  • Scot Dalton, CIP, CEA
  • Moderated by Christopher George, CLU®, CHS®, CFP®, TEP
  • Earn up to 12 Institute Accredited CE credits. 6 CE credits earned when you attend Update 2017 seminar at your local Chapter. 6 CE credits earned for the self-study portion.

    *Please note Update 2017 is not a live event.


Update 2017 - Driving Client Value 
Monday September 25, 2017
Sheraton Cavalier, Saskatoon
Seminar Agenda 

7:30 am 

Registration 


7:45am 

Breakfast 


8:30 am

Introduction


The New Tax Rules – what’s in, what’s out, what’s still under revision

James W. Kraft


Activity #1: Case Study – Adjusting to the New Tax Rules


10:00 am

Break


10:15 am

Sticking to the Plan – on the road to retirement 

Teresa Black Hughes    


Activity #2:  Case Study – Saving the Plan


12:00 pm

Lunch


12:45 pm

Making the Money Last – during retirement

Aurora Tancock


Activity #3:  Case Study – To CPP or Not CPP?


2:15 pm

Break


2:30 pm

Estate Transition – are your ‘executor’ clients prepared? 

Scot Dalton


Activity #4:  Case Study – Executor Engagement 


4:00 pm

Close


Monday, September 25, 2017





 President
Walter Klassen
 Officers and Directors
First Vice President
Darren Ulmer CHS, CFP
Second Vice President
Treasurer
Evelyn McGaughey GBA
Secretary
Annette Stephens
Membership Chair
Tammy Richmond
Program Chair
Annette Stephens
Professional Development Chair
Public Awareness Chair
Communication Chair
Tammy Richmond
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Curtis Kimpton CFP
Institute Representative
Terrence McBride CFP,CLU
Sponsorship Chair
Dean Owen CLU,CH.F.C.
GAMA Representative
Chris Hengen-Braun CHS
Totem Pole Chair
Past President
Directors
Jordan Cleghorn
Rebecca May-Gorges
Janna LaRochelle
Administrator
Molly Lux
Karly Shanks
 Contact Information
Walter Klassen
109A - 2103 Airport Drive Saskatoon, SK S7L 6W2
(306) 717-0748

wally.keystoneinsurance@gmail.com
www.advocisnorthcentralsask.com