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

Event information for Toronto


 Event Detail
Organized by: Chapter     
Event Title: Advocis Toronto's International Women's Day Breakfast  Event Type: Seminar 
Date/Time
Start: 3/7/2019 End: 3/7/2019 Start Time: 7:30 AM End Time: 11:15 AM
Description:

Please join us for a morning of education, networking, door prizes, and a few surprises, as we celebrate International Women's Day. Our featured speakers are Elke Rubach, LLB, LLM, CLU, Principal Rubach Wealth and Samara Charters, Senior Business Development Manager, Sun Life Financial.

Presented by Desjardins

Women: Have you thought about your legacy?

With Elke Rubach, LLB, LLM, CLU

Have you thought about your legacy?
“Legacy” is the meaning your wealth takes on when you reach the point of sharing it.
Beyond supporting family members, what kind of impact would you like to have on your community, your country or beyond?

Engaging the Female Market

With Samara Charters

Client retention is critical to the success of your business, yet there is a particular segment that you may not have on your radar – women. Many advisors overlook the unique needs of female clients, and 73% of women say they are unhappy with the financial services industry.

In this presentation you'll be introduced to an approach you can use to engage women, understand their unique financial concerns, and tailor your communications to build long-term relationships.

 

We welcome organizations to consider booking a table of 6 to bring their up and coming advisors to our March Women's Event - not only is there an excellent lineup of speakers, but it will also be a great way for newer advisors to see what Advocis, the oldest professional organization for advisors, has to offer. Tickets $50    Tables of 6 $250 

#BalanceforBetter
Better the balance.
Better the world.

The future is exciting. Let's build a gender-balanced world.
Everyone has a part to play - all the time, everywhere.

From grassroots activism to worldwide action, we are entering an exciting period of history where the world expects balance. We notice its absence and celebrate its presence.

Balance drives a better working world. Let's all help create a #BalanceforBetter.

 

We want your Input!

As part of a project we are working on for our Women's day event we are asking female Advisors from all backgrounds, members and non-members, to please forward a photo of yourself along with a couple of sentences telling us what International Women’s Day means to you as an Advisor. The quotes and photos will be featured at our Women’s Day event, and on our website and social media platforms

Please send photos and quotes to Toronto@AdvocisChapter.ca before February 28th.  All participants will be entered into a draw to win a free pass to our Professional Development Day in October, a $125 value. An additional draw will be held for “Most Creative Entry”.


 
Agenda:

Agenda

7:30 Breakfast

8:00 Opening Remarks

8:15 Elke Rubach - Women: Have you thought about your legacy

9:15 Coffee and Networking

9:45 Surprise Guest

10:00 Samara Charters - Engaging the Female Market

11:15 Close

 
CE Credits: 2 
Speaker
Biography:
 

Elke Rubach, LLB, LLM, CLU
Principal, Rubach Wealth

A corporate lawyer by training, since 2000, Elke has dedicated her career to becoming knowledgeable and experienced in financial planning and insurance. After starting a family, she decided to focus on financial planning to help families, professionals and business owners establish clear, realistic and suitable goals for their long-term security. Having three kids, she knows firsthand the importance of planning and the long-term value of taking care of loved ones as soon as possible to ensure a better, more stable and wealthier future.

 

As a business woman, a mother and a member of our community, Elke understands the challenges shared by many: little time, many demands. She enjoys developing meaningful, professional relationships and invites you to contact her for a discovery meeting.

 

Samara Charters

Senior Business Development Manager, Sun Life Financial

Samara joined Sun Life’s Strategic Business Development team in 2015. Since joining, she quickly established her reputation as a passionate business-builder, with a specific focus on market growth opportunities and helping advisors increase their knowledge of critical target markets.

In her role as Senior Business Development Manager, she is responsible for creating, leading and delivering value-add practice management programs for financial advisors. These programs provide advisors with the strategies, best practices, and tools they need to grow and manage their practice.

 
Location Richmond Hill Country Club
8905 Bathurst Street
Richmond Hill, ON L4C 0H4
Contact Jannet Gibson

toronto@advocischapter.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   12/12/2018  12/27/2018   
For Member: $ $50.00 $75.00   
For non-member: $ $50.00 $75.00