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

Calgary Chapter

 Upcoming Event Registration

2019 Year at a Glance

 

Mark your calendar!  Advocis is pleased to offer the following events in 2019!

 

 January 17Advocis and MDRT Educational Event

Full Day – Deerfoot Inn &Casino

 

March 13 – APA- E&O CE Session

Half Day Morning – Holiday Inn Calgary Macleod Trail South 


April 26 – Annual Sales Congress

Full Day – Deerfoot Inn &Casino

 

May 8 – AGM & TBD

Half Day Morning –  Hotel Blackfoot / Members Only  

 

June 5 – 2019 Update

Full Day – Hotel Blackfoot  

 

August 10 - Family BBQ (FREE EVENT)

12pm - 4pm at Mahogany Beach Club


August 18-22 - Banff School

Details at www.banffschool.com

 

September 9 Annual Charity Golf Tournament *CANCELLED* 

 

 October 4 – Update 2019 (repeat of June 5)

Full Day – Hotel Blackfoot    

 

October 18 - Casino Night

7pm to 10pm at Days Inn Calgary South


November 13CE Session  

Half Day Morning – Hotel Blackfoot

 

November 29 – Christmas Gala

6pm - 12am at BW Calgary Plaza Hotel

 

 

**Dates, Times and Venues subject to change

Check for updates at www.advociscalgary.ca**

Thursday, January 17, 2019




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.
 SAVE THE DATE
 October 4, 2019 
(repeat of June 5, 2019)


Update 2019 - From Vulnerability to Viability 



The economy is uncertain, compliance is taking centre-stage and an aging demographic is creating new demands on financial advisors every day. Update 2019 will explore areas of vulnerability for the advisor’s practice and their ability to serve their clients well.

Discussions will focus on how advisors can use foresight to create awareness and insight to inspire action. Building this level of trust with clients helps to improve their financial viability. Equally important, it allows advisors to strengthen their own viability, as the financial capability linchpin clients need today.

Friday, October 4, 2019




FUN CASINO NIGHT

 FUN CASINO NIGHT

October 18 , 2019

 Days Inn Calgary South

7:00 pm - 10:00 pm 

(Registration opens at 6:30pm)

Cost: $30/member & $40/non-members

$4 cash bar with proceeds going to the Advocis Calgary's Charity of 

 Choice

"Made by Momma"

Snacks provided

 Member + spouse/significant other bundle( 15%off)- $60.00



Friday, October 18, 2019




Christmas Gala - November 29, 2019

 

Christmas Gala

November  29, 2019

Best Western Premier Calgary Plaza Hotel 

& Conference Centre

Address1316 33 St NE, Calgary, AB T2A 6B6   

6:00 pm - 12:00 pm (Registration opens at 6pm)

Cost: $85/members & $115/non-members

Dinner & Dance - buffet, entertainment, door prizes

Open to spouses/significant others, but registration is required. 

Friday, November 29, 2019





 President
Elizabeth Dixon
Elizabeth Dixon
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Edison Wen CLU
Secretary
Membership Chair
Alisa-Marie Shumko-Cervo
Program Chair
Adrian George CFP, CLU, FCSI, FMA
Adrian George CFP, CLU, FCSI, FMA
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
Minetta McDonald CFP
Totem Pole Chair
Past President
Nance Chambers CFP
Directors
Grant Hicks CIM
Nathan Amor
James Neitsch CFP, CLU
Administrator
Maryna Bazylyuk
 Contact Information
Maryna Bazylyuk
(403) 603-3030

Calgary@AdvocisChapter.ca