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

Greater Hamilton Chapter

 Upcoming Event Registration

AGM

 
AGM
June 18, 2019

Keynote Speaker:

Chris Delaney-The Naked Opus 

(*Free Book Provided for the first 150 registrants)

Special Presentations by:

Andrew Brown LL.B
Professional Panel

3 CE Credits PENDING

Breakfast & Lunch Included

AGENDA below:

Tuesday, June 18, 2019




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




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
Paul Morra
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