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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 Colin Baerg, Regional Director at Investors Group and Kim LaFreniere, Advisor from Sun Life Financial will share their industry knowledge and experience from several perspectives. Come out and enjoy appetizers and a beverage. Cost: $5.00
Register today!
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Thursday, September 21, 2017
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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
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Monday, September 25, 2017
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Lunch & Learn
October 18, 2017 Willows Golf & Country Club 11:30AM Registration 11:45AM Lunch 12:15PM Presentations Advocis Protective Association (APA) on Navigating a Claim Bad to Worse: Advisor Mistakes in the Claims Process 3:30PM Lunch & Learn Concludes
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Wednesday, October 18, 2017
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Fall PD Day
North Central Saskatchewan Advocis Chapter Fall PD Day
November 15, 2017 German Cultural Center 120 Cartwright Street East
7:30 Registration 7:45 Breakfast 8:30 Welcome Agenda: TBD Minimum of 6 CE credits for the day
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Wednesday, November 15, 2017
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Denny Carr's "Secret Santa" Charity Event
Advocis and CJWW team up annually to host our Secret Santa fundraiser luncheon. All proceeds from the luncheon go to CJWW Denny Carr’s Secret Santa Foundation, which provides toys and food hampers to families in need at Christmas. Reserve your corporate table and bring your staff to enjoy prizes and entertainment! CJWW Denny Carr’s Secret Santa Foundation Monday, December 4, 2017 Sheraton Cavalier 11:30AM Registration 12:00PM Lunch (Wieners and Beans) & Program Tickets: $30/person; $240/Corporate Table of 8 people Thank you! Molly Lux
306-291-1475
molly@luxeventsdesign.com We are looking for prizes for this event. Please let me know if you would like to donate!
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Monday, December 4, 2017
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| Officers and Directors |
| First Vice President |
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| Second Vice President |
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| Treasurer |
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| Secretary |
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| Membership Chair |
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| Program Chair |
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| Professional Development Chair |
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| Public Awareness Chair |
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| Communication Chair |
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| Best Practices Chair |
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| Professional Conduct Chair |
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| Advocacy Chair |
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| Institute Representative |
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| Sponsorship Chair |
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| GAMA Representative |
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| Totem Pole Chair |
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| Past President |
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| Directors |
| Janna LaRochelle |
| Jordan Cleghorn |
| Rebecca May-Gorges |
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| Administrator |
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