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

Brant-Norfolk Chapter

 Upcoming Event Registration

Update 2019 - From Vulnerability to Viability

Update 2019

 

UPCOMING EVENT

 

DISCOVER NEW IDEAS THROUGH VIDEO-TAPED
INTERVIEWS WITH INDUSTRY EXPERTS

Mike Richard Arthur Fish Ellen Bessner Jason Heath, CFP®
Mike Richard Arthur Fish Ellen Bessner Jason Heath
Investment Planning,
in an uncertain world
Today’s Senior Clients,
using foresight to
reduce risk
Facing Senior
Client Issues,

head-on
Decumulation Planning,
without running
out of money

 

Frank Vanden Broek, CFP®

Frank Vanden Broek

Update 2019
Moderator

Please JOIN us:
Engage in group discussion and case study activities designed to complement and deepen your knowledge in each key topic area.

Earn CE Credits for full seminar participation and additional CE Credits upon successful completion of the online portion available to you with your seminar registration.
Friday, October 25, 2019




AGM and Quarterly Meeting

 Annual AGM with Quarterly Event to follow. We are pleased to have Karen Jack from Dynacare to present two topics, With another presenter to be determined.
Wednesday, November 13, 2019




Under 5 After 5

 We would like to invite all Brant-Norfolk advisors out to this event, so that our members with 5 years or less in the business can socialize and engage in conversation with more senior advisors.
This event is for Brant-Norfolk Advocis Members Only. Registration must be separate from the Quarterly event prior.
Wednesday, November 13, 2019





 President
James Daglish
 Officers and Directors
First Vice President
David Prang
Second Vice President
Treasurer
Eric Attlebery
Secretary
Barry Ames CFP
Membership Chair
David Prang
Program Chair
James Daglish
Professional Development Chair
Barry Ames CFP
Regan Elliott
Public Awareness Chair
Communication Chair
John Casey
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
David Prang
Financial Literacy Chair
Institute Representative
Kenneth McNaughton CFP,CLU,CH.F.C., CHS
Sponsorship Chair
Barry Ames CFP
David Prang
GAMA Representative
Kenneth McNaughton CFP,CLU,CH.F.C., CHS
Totem Pole Chair
Past President
Barry Ames CFP
Directors
Administrator
 Contact Information
James Daglish
 

BrantNorfolk@AdvocisChapter.ca