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

Calgary Chapter

 Upcoming Event Registration

2020 Year at a Glance

2020 YEAR AT A GLANCE


*ALL EVENTS ARE SUBJECT TO CHANGE (DATES, TIMES, VENUES) AND CANCELLATION  (BASED ON REGISTRATIONS). EVERY EFFORT WILL BE MADE TO PROVIDE ACCEPTABLE NOTICE OF AN EVENT CHANGE OR CANCELLATION. ALL CHANGES AND CANCELLATIONS WILL BE POSTED HERE SO PLEASE CHECK BACK FREQUENTLY.  


CANCELED DUE TO COVID-19 PROTOCOLS

April 8th

Morning CE Session - Compliance

7:30am - 12:00pm

BW Premier Calgary Plaza Hotel - Plaza 5


CANCELED DUE TO COVID-19 PROTOCOLS

May 7th

Annual Sales Congress

7:30am - 4:00pm

BW Premier Calgary Plaza Hotel - Plaza 2


CANCELED DUE TO COVID-19 PROTOCOLS

May 27th

Under 5 After 5 - Prospecting

12pm-2pm

The Establishment Brewing Company


May 29th

Update 2020

8:00am - 4:30pm

Hosted via ZOOM Webinar

 

POSTPONED DUE TO COVID-19 PROTOCOLS

June 21st

Family BBQ

Time & Venue TBD


August 16th – 20th

Banff School 

Please visit www.banffschool.com for more information

 

September 9th

Morning CE Session

7:30am - 12:00pm

BW Premier Calgary Plaza Hotel - Plaza 5

 

October 22nd

Update 2020 (repeat session)

7:45am - 3:45pm

Hotel Blackfoot - Heritage Room

 

November 13th

PD Day & AGM

7:30am - 4:00pm

BW Premier Calgary Plaza Hotel - Plaza 4 & 5


December 4th

Christmas Luncheon

11:00am - 3:00pm

BW Premier Calgary Plaza Hotel - Plaza 1 & 2


Don't miss our Under 5 After 5 Practice Development Series. All sessions will be held from 12pm - 2pm at The Establishment Brewing Company located at 4407 1 St SE.


January 29th - Business Planning July 29th - Preparation

April 1st - Marketing September 30th - Client Engagement

May 27th - Prospecting November 25th - Analysis

Wednesday, January 1, 2020





 President
Elizabeth Dixon
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Edison Wen CLU
Secretary
Membership Chair
Alisa-Marie Shumko-Cervo
Program Chair
Professional Development Chair
Public Awareness Chair
Communication Chair
Dana Lindaas
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Frankie Veenbaas
Financial Literacy Chair
Institute Representative
Charles Holmstrom CLU,CH.F.C.,CHS,REB
Sponsorship Chair
Andrew Prokopovych CHS
GAMA Representative
Totem Pole Chair
Past President
Directors
Grant Hicks CIM
James Neitsch CFP, CLU
Administrator
Tricia Nesbitt
 Contact Information
Tricia Nebitt
 

Calgary@AdvocisChapter.ca