| Upcoming Event Registration |
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Chapter Meeting April 25, 2019
Speakers:
Jeff Packer, MSW, RSW, RP MSW
& Associates Inc. “Valuing
Our Assets, In The Fall”
Michelle Connolly, CPA, CA, TEP, CFP Director, Advanced Planning – Tax & Estates, Sun Life “How a Little Tax Knowledge Can Augment Your Value as an Advisor”
Nina Taver, CIM
Training Consultant & Social Media Specialist
“Social Media for Your Practice”
Nick
Colosimo, Manager, Government Relations
Advocis
“Update
on Government Relations”
“Advocis’
Response to the Budget”
Potential 3 CE credits.
Passport members must please register.
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Thursday, April 25, 2019
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Assistant's Event
Advocis Durham is once again holding its newest event series, “Assistant’s Academy”. Featuring:
Nina Taver, CIM Senior Sales Development and Training Consultant at Sun Life Financial
Jeff Packer, MSW, RSW, RP MSW & Associates Inc.
Please note, this event is not included in our Chapter Meeting Passport.
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Thursday, April 25, 2019
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Under 5 Event - POSTPONED, new date announced soon.
This meeting is postponed, new date will be announced soon.
The Under 5 After 5 group is designed to provide information and ideas that are relevant to you and your practice as well as a forum to network and share ideas with other advisors that are in their first 5 years of business.
More information to come soon! |
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Wednesday, May 8, 2019
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Chapter Meeting May 13, 2019
Speakers:
Matt Anderson CEO Lakeridge Health "Lakeridge Health Overview" Mike Tufnell Lifeworks “Wellbeing Support Solution” Bill Walker Ontario Blue Cross “The End Game”
Potential 2 CE credits.
Passport members must please register.
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Monday, May 13, 2019
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Advocis Durham/Cystic Fibrosis Canada - Golf Tournament
 |  | 18th Annual
Strokes for Life Golf Tournament
All proceeds in support of the
work of Cystic Fibrosis Canada
Thursday, June 6, 2019
Oshawa Golf and Curling Club
160 Alexandra St, Oshawa
Lunch 11:00 am
Tee Off 12:30 pm
Dinner 6:00 pm
Scramble Format - (Soft Spikes
Only)
Most Accurate Drive, Closest to
the Pin & Hole-in-One Awards
$195 per Person - Includes Golf,
Golf Car, Lunch and Dinner
$60 Dinner Only
Hole Sponsorship $250 - Only 36
Available
Optional Key to a Cure Sponsorship at Event
Individual, Group or Company
Sponsorships and Donor Opportunities
All Strokes for Life Participants are
required to download and submit the completed waiver at registration. If you
are registering other members of your team, please forward or download the
waiver for them to complete. Link to waiver:
http://link.advocis.ca/upload/chapter/drhm.pdf
For more information contact:
Chad Larmond (co-chair) | 905-903-4424 chad@lrminsurance.ca |
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Thursday, June 6, 2019
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Update 2019
Update 2019
More info to come soon!
Please note this is not a live event.
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Thursday, June 13, 2019
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Under 5 Event
The Under 5 After 5 group is designed to provide information and ideas that are relevant to you and your practice as well as a forum to network and share ideas with other advisors that are in their first 5 years of business.
More information to come soon!
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Thursday, June 20, 2019
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Thursday, September 12, 2019
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Under 5 Event
The Under 5 After 5 group is designed to provide information and ideas that are relevant to you and your practice as well as a forum to network and share ideas with other advisors that are in their first 5 years of business.
More information to come soon!
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Thursday, September 19, 2019
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Thursday, October 17, 2019
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Thursday, November 14, 2019
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| Officers and Directors |
| First Vice President |
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| Second Vice President |
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| Treasurer |
| Louisa Majoros CFP,R.F.P. |
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| Secretary |
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| Membership Chair |
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| Program Chair |
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| Professional Development Chair |
| Irene Walsh CFP, CLU |
| Karen Low CLU, CHS |
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| Public Awareness Chair |
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| Communication Chair |
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| Best Practices Chair |
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| Professional Conduct Chair |
| Louisa Majoros CFP,R.F.P. |
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| Advocacy Chair |
| Irene Walsh CFP, CLU |
| Karen Low CLU, CHS |
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| Financial Literacy Chair |
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| Institute Representative |
| Irene Walsh CFP, CLU |
| Karen Low CLU, CHS |
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| Sponsorship Chair |
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| GAMA Representative |
| Chris Hudson CFP, CLU, CHS |
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| Totem Pole Chair |
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| Past President |
| Chris Hudson CFP, CLU, CHS |
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| Directors |
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| Administrator |
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