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

Event information for Calgary


 Event Detail
Organized by: Chapter     
Event Title: April 28 - ADVOCIS ANNUAL SALES CONGRESS  Event Type: Conference 
Date/Time
Start: 4/28/2016 End: 4/28/2016 Start Time: 7:00am End Time: 6:00pm
Description:

ADVOCIS CALGARY’S

ANNUAL SALES CONGRESS

April 28, 2016

Deerfoot Inn & Casino

Supporting Charity:  PALS - Pets Access League Society

AGENDA

Time

Room

Presentation

7:00 am

Foyer

Hot Breakfast Buffet & Check In

7:50 am

Sundance A&B

Welcome & Opening Remarks

 

8:00 am

Sundance A&B

Les Hewitt | The Power of Focus Inc.

"The Power of Focus"

AIC:  1.0 Life | Institute: 1.0 Credits

9:00 am

Sundance A&B

Ray Digby, AmCan Financial LLC

“Cross-Border & International

Life Markets”

AIC:  1.0 Life | Institute: 1.0 Credits

10:00am

Sundance A&B

Ann-Marie Lurie | CREB Chief Economist

“Calgary Housing Market Update”

AIC:  0.5 Life | Institute: 0.5 Credits "

10:30 am

Foyer

Coffee Break & Networking

 

Your AM & PM  Breakout Sessions

 

10:50am

     &

1:35pm

Breakout

Sessions

Breakout #1 Sundance C

Rameez Husseini,

CIM |VP Regional Sales,

Franklin Templeton

“Women Mean Business” &

“What the Client Sees”

AIC:  1 Life | 0.5 A&S | Institute: 1.0 Credits

 

Breakout #2 | Midnapore

Angela Lock,

Grant Thornton Limited

"Insolvency 101 - Navigating the Debt Solution"

AIC:  1 Life | 1 A&S | Institute: 1.0 Credits

 

Breakout #3 | Bridlewood

Yvonne Poulin,

Vancouver Dementia Care Consulting

"Dementia Overview, Part 1"
AIC:  1 Life | 1 A&S | Institute: 1.0 Credits

 

"Dementia & Financial Ethics, Part 2"

AIC:  1 Life | Institute: 1.0 Credits

(includes 1 Ethics Credit)

 

 

12:15pm

Sundance A&B

Lunch Session

Robert McCullagh, National Chair | Michael Bibby, Chapter Advocacy Chair

"National and Local Advocacy Updates"

1:15pm

Foyer

Coffee Break & Networking

 

2:35 pm

Foyer

Sponsor Draws (Main Ballroom) & Networking

3:00pm

Sundance A&B

Simon Reilly | Leading Advisor, Inc.

2x MDRT and 2x TEDX Speaker

“Achieve Success in Any Economy - The One Page Business Plan”

AIC:  1.0 Life |  Institute: 1.0 Credits

4:00pm

Sundance A&B

Thank you & Closing Remarks

4:15pm

McKenzie

Cocktail Reception Mix & Mingle with Fellow Advisors & Presenters


 


 
 
Thank you to our 2016 Sponsors!
 
Our Sponsors support the Chapter’s mission in providing a platform of knowledge, advocacy, and community to financial advisors in Calgary and surrounding communities. By sponsoring activities such as this event and other chapter events, licensing, and continuing education, our Sponsors help promote the value and professionalism of financial advisors and planners, positively impacting consumer relations and the financial industry as a whole.

 
Platinum: PPI Solutions (Calgary) Inc.

Gold: Canada Life, Desjardins, Manulife Financial, The Co-Operators

Silver: Empire Life, Great-West Life, IDC WorldSource

Bronze: Dynacare Insurance Solutions, Group Medical Services,

Hooper Holmes, Humania Assurance, Quality Underwriting Services 



 
 
 
Agenda:   
CE Credits:  
Speaker
Biography:
 
  
Location Deerfoot Inn & Casino
1000, 11500 - 35 Street SE
Calgary, AB T2Z 3W4
Contact Tricia J. Nesbitt
403-603-3030
calgary@advocischapter.ca
advociscalgary.ca
Notes: