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

Event information for Greater Vancouver


 Event Detail
Organized by: Chapter     
Event Title: 2016 Estate and Financial Planning Conference  Event Type: Conference 
Date/Time
Start: 10/18/2016 End: 10/19/2016 Start Time: 7:00 AM End Time: 4:30 PM
Description:
 MULTI-GENERATIONAL PLANNING:
Capacities and Creativity

Join us this October for the 5th Annual Estate Planning Conference in Vancouver! This two-day conference will feature a variety of case study and panel discussions as well as insights from the Vancouver estate planning community, including financial advisors, insurance advisors, lawyers, accountants, trust officers and charitable giving professionals. One such insightful presentation will be given by our key note speaker Dr. Art Hister, a full time ‘media doctor’ who has worked as a health analyst for media outlets including the BBC, CBC radio and TV, and BCTV’s Global News.

Be sure to register for the conference before September 19th to receive great early bird rates. Joining us with a group? You can purchase tables of 8 at a special rate. Get together with your colleagues and peers to reserve a table today! 


We look forward to seeing you in October!

Early Bird Member Pricing: $376.95 (Valid until September 19th)
Regular Member Pricing: $395.00 (After September 19th)

Early Bird Non-member Pricing: $455.70 (Valid until September 19th)
Regular Non-Member Pricing: $475.00 (After September 19th)

Early Bird Junior Advisors/Assistants Attending with an Advisor:
$141.75 – One day only
$204.75 - Both days
(Valid until September 19th)

Regular Rate Junior Advisors/Assistants Attending with an Advisor:
$159.00 – One day only
$222.00 - Both days
(After September 19th)

Must be registered by advisor attending whole event. Please call the Advocis Vancouver office at 604-941-9657 to take advantage of this special rate.

Early Bird Single Day registration:
$236.25 for members
$288.75 for non-members
(Valid until September 19th)

Regular Rate Single Day registration:
$254.00 for members
$306.00 for non-members
(After September 19th)

New Registration Category:
Receive a 10% discount when you purchase a table of 8!

Table of 8: $2,850.00

Please call the Advocis Vancouver office at 604-941-9657 to register for a table of 8!


Advisor Series A and Seminar Series Seasons Pass holders receive a 15% discount on registration for Planning School. Holders of this pass can register by contacting our office at 
GreaterVancouver@AdvocisChapter.ca or 604-941-9657.

Season Pass holders have NOT been pre-registered for this event and do need to RSVP. Please register for the conference by contacting our office
GreaterVancouver@AdvocisChapter.ca or 604-941-9657.

 
Agenda:
Time Day 1: Tuesday, October 18
7:00 am – Registration and hot breakfast
8:00 am to 4:45 pm – Presentations (lunch provided)
4:45 pm – Wine and Cheese Reception 

Day 2: Wednesday. October 19
7:00 am – Registration and hot breakfast
8:00 am to 4:45 pm – Presentations (lunch provided)
 
CE Credits:  
Speaker
Biography:
 
 
Location Italian Cultural Centre
3075 Slocan Street
Vancouver, BC V5M3E4
Contact Advocis Vancouver
604-941-9657
info@advocisvancouver.ca
www.advocisvancouver.ca/events
Notes: