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

Edmonton Chapter

 Upcoming Event Registration

Advocis Edmonton 2020 Calendar of Events

 

ADVOCIS EDMONTON 2020 EVENTS AT A GLANCE

February 12th Kick Off Breakfast7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

March 19th Succession Planning - 7:30 AM – 11:30 AM Chateau Louis – $25 plus GST Members, $45 plus GST Non-Members

April 15th All Day Advisors Conference - 7:30 AM – 4:30 PM Chateau Louis – Members Early Bird $150 plus GST After March 25th $175.00 plus GST, Non-Members $250.00 plus GST No early bird pricing for non-members

April 27th – Update 2020 – 7:30 AM – 4:00 PM – The Royal Mayfair Golf and Country Club – Member Fee $150 plus GST, Non-Member Fee $250 plus GST

May 12th - A&S Day – 8:00 AM – 3:00 PM The Business Career College – Member only Event Complimentary

May 7th Annual Meeting - 7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

May 22nd - A&S Day – 8:00 AM – 3:00 PM The Business Career College – Member only Event Complimentary

To Be confirmedCharity Golf Tournament – 7:15 AM Registration, 8:00 AM Shotgun Start – Cougar Creek Member and Non-Member Fee $175 Early Bird Registration available $150 Member and Non-Member

Date to be confirmed Family BBQ in Rundle Park – 11:00 AM – 3:00 PM Free Family BBQ for Members and their Families

August 16th – 20th 66th Annual Banff School – to register please go to www.banffschool.com

September 17th Education Breakfast - 7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

Sept 29th – Update 2019 – 7:30 AM – 4:00 PM – The Royal Mayfair Golf and Country Club – Member Fee $150 plus GST, Non-Member Fee $250 plus GST

October 22nd - Fall Breakfast Meeting - 7:30 AM – 10:00 AM Chateau Louis – Complimentary for Members, $20 Non-Members

December 9th – Christmas Luncheon – Chateau Louis – more information to follow

UNDER 5 YEARS IN THE BUSINESS EVENTS

                                           Dates and locations to be announced throughout 2020

**DATES AND VENUES ARE SUBJECT TO CHANGE     

**OTHER PROGRAMS MAY BE ADDED AS THEY BECOME AVAILABLE

86 Camelot Ave, Leduc AB T9E 4L6   Phone: 780-454-2957   Email: edmonton@advocischapter.ca


Please click here to download the pdf flyer.

 

 

Tuesday, January 7, 2020




Succession Planning

 Join us for the third annual Succession Planning Day March 19, 2020 from 7:30 am to 11:30 AM. 

More Information to follow
Thursday, March 19, 2020




2020 Advisors' Conference

 REGISTRATION IS REQUIRED AND SEATING IS LIMITED

Member Early Bird Registration available until March 22, 2019 $100.00 plus GST 
After March 22 Member Fee  $175 plus GST

$175.00 + GST FOR MEMBERS AND $225.00 + GST FOR NON-MEMBERS

April 15, 2020 - ADVISORS' CONFERENCE
Chateau Louis 11727 Kingsway NW, Edmonton, AB

KEYNOTE SPEAKERS

8:15 AM – 9:15 AM Grand Ballroom

Dr Bruce Empringham, VP and Medical Director Canada Life - Underwriting 2020 – Lots of Changes - Dr Bruce Empringham from Canada Life will first have a look at claims stats and concerns in individual insurance, highlighting what is a hugely positive area of our business for which we often don’t get enough credit. We will then review some of the new changes going on in the insurance world. These include medically assisted dying, transgender issues, and genetic testing. We’ll also look at what’s happening with computer underwriting and increased age and amount limits. Please bring your questions for an interactive session

 

12:30 PM – 1:30 PM Grand Ballroom

Perry Monaco – LinkedIn - LinkedIn and Your Brand: How to Build and Execute Your Online Presence   Join Perry Monaco, Head of Customer Success for the North American Staffing segment at LinkedIn, as he will empower you and your business to elevate your brand online. You will learn best practices to help accelerate your online presence, resulting in an increased brand awareness amongst your target audience. Perry will help teach you all the free options to get the most out of LinkedIn for you and your business.

 

3:00 PM – 4:00 PM Grand Ballroom

Dave Sinclair – So Why Do You Want to Make One More Call?  What is it within you that drives you to make one more call to one more prospective client? What might it be that makes them want to talk with you when you call them? In this talk we will look at these questions and what they may inspire in you!

BREAKOUT SESSIONS:

  1. WANDA FAWCETT - MENTAL INCAPACITY AND FINANCIAL PLANNING
  2. GURWINDER SEKHON/NOORI SIDHU - PRE/POST/CO-HABITATS NUPTIAL AGREEMENTS
  3. DARREN MAR  - RANSOMWARE 2.0 AND EVOLVING BEC SCAMS - WHY CYBERSECURITY HAS BECOME IMPERATIVE FOR FINANCIAL SERVICES
  4. PERRY MONACO - LINKEDIN NETWORKING: DOS AND DON'TS
  5. BODA BOUHAMDAN - LESSONS FROM AN ADVISORS TRAVELS
  6. TINA GREYEYES - CPP/OAS PENSIONS AND BENEFITS

Wednesday, April 15, 2020




Update 2020

 MORE INFORMATION TO FOLLOW
Monday, April 27, 2020





 President
Patrick Souliere CFP,CLU,CH.F.C.
 Officers and Directors
First Vice President
Kelly Smith CFP,CLU,CH.F.C.
Second Vice President
Treasurer
David Lord
Secretary
Amanda McCloy
Membership Chair
Matthew Pym
Program Chair
Carolyn Melnychuk CFP
Professional Development Chair
Public Awareness Chair
Communication Chair
Daniel Cathcart
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Kelly Smith CFP,CLU,CH.F.C.
Financial Literacy Chair
Institute Representative
Sponsorship Chair
Stephen Peckitt
GAMA Representative
Laura Dear CFP,CLU, CHS
Totem Pole Chair
Past President
Daniel Dean CFP, CLU
Directors
Jason Watt CLU, RHU
Administrator
Kathy Shields
 Contact Information
Kathy Shields
(780) 454-2957

Edmonton@AdvocisChapter.ca
www.advocisEdmonton.com