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: Advocis Greater Vancouver Fellowship Richmond Luncheon  Event Type: Seminar 
Date/Time
Start: 5/25/2018 End: 5/25/2018 Start Time: 11:30am End Time: 1:00pm
Description: A web platform where you have a unique profile that allows you to complete simplified compliance, faster electronic contracting and easily keep all your insurance carrier partners and your MGA up to date are just some of the benefits of APEXA. Hear about who is using the system, what the registration process is like and everything else you need to know by joining Dylan Friedmann, VP or Client and Partner Experience, at our Richmond Luncheon.

Bring a non-member out to learn why they should join Advocis Vancouver before the rule changes take effect in 2019.

We look forward to seeing you on May 25th.

About the Speaker

S Clark  

Dylan Friedmann
Vice President of Client and Partner Engagement, APEXA

Dylan is responsible for managing all aspects of APEXA’s client experience. She brings to APEXA many years of progressive experience within insurance services, both in corporate and distribution roles. Prior to joining APEXA, Dylan held various leadership and sales roles within the industry, including;  Advisor, Health Insurance Specialist, Underwriting Manager, Sales Manager, and AVP of Business Development. She has worked in both Career Sales force and the MGA model and maintains her license in multiple provinces.

She has worked as and with advisors for many years, including training and recruiting, is familiar with the challenges of  the current contracting and compliance processes.  Dylan attended the University of Waterloo, is working on her CFP designation and a Social Media Certification.

Around the community, Dylan supports her favorite charities like Habitat for Humanity and local women’s and children’s shelters. In her free time, she is a marathon runner, an avid beach volleyball player, and enjoys meandering on the golf course.

 
Details

Date   Friday, May 25, 2018

Location  

Shiang Garden
4540 No 3 Rd
Richmond, BC
Map

Time   11:30 am–1:00 pm Lunch and Presentation

Cost  

$25
Price includes GST - GST# - 128563152

Please register by May 23 at 5:00 pm.

 
Agenda: 11:30 am–1:00 pm Lunch and Presentation 
CE Credits:  
Speaker
Biography:
 
 
Location Shiang Garden
4540 No. 3 Road
Richmond, BC V6X 4E4
Contact Advocis Vancouver

info@advocisvancouver.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $23.81 $   
For non-member: $ $23.81 $