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

Greater Hamilton Chapter

 Upcoming Event Registration

Professional Practice Program MOD 3 & 4

 

Benefit from developing a sustainable practice built on the value of financial advice.


Sessions 3 and 4 will be delivered over a full day (morning and afternoon refreshments and lunch provided)

 Date: September 19, 2019 

Session 3: Prospecting (Getting Established)

 Session 4: Preparation (Getting Established) 

 Time: 9:00am to 3:30pm 

Location: The Gryphin Advantage Field House Inc., 11 Coreslab Drive, Flamborough, ON (Next door to Shy's Restaurant)

5 CE credit will be earned for the day

Registration is limited for this event.

Thursday, September 19, 2019




October PD Day

 October PD Day
  October 24, 2019

Breakfast 8AM
Speakers start at 9AM
Waterfront Conference Centre
Hamilton, ON

Join us for a day filled with valuable information to take back and use in your business practice. This will be the last PD day for 2019.

Keynote Speaker: Jane Blaufus, Bestselling author of "With The [Stroke] of a Pen

Speakers: 
Jon Hreljac, Manulife

Other Speakers: TBD

CE Credits: TBD (expecting 3-5)
Thursday, October 24, 2019




Update 2019 - From Vulnerability to Viability (Repeat)

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.
Tuesday, November 5, 2019





 President
Brian Farley CFP, CLU
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Nathan Brown
Secretary
Membership Chair
Program Chair
Percy Pierre CFP, CLU, CHS
Maria Campanella
Professional Development Chair
Public Awareness Chair
Communication Chair
Samuel Waxman CFP, CLU, CHS
Best Practices Chair
Nicole Boffo
Professional Conduct Chair
Advocacy Chair
Grace Dileo Lindsay CFP
Financial Literacy Chair
Institute Representative
Ejaz Nadeem CFP,CLU
Sponsorship Chair
Shawn Redford
GAMA Representative
Ejaz Nadeem CFP,CLU
Totem Pole Chair
Past President
Gianni Leonetti CLU, CHS
Directors
Administrator
Natalie Farley
 Contact Information
Natalie Farley
905-577-2436

Hamilton@AdvocisChapter.ca
chapter.advocis.ca/hamilton