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

Golden Triangle Chapter

 Upcoming Event Registration

2020 Program Pass

Purchase the 2020 Program Pass before Dec 31st 2019 
and SAVE over 40% off the regular price

EARLY BIRD PRICE -  $300.00 incl. HST

Once again, we are providing exceptional value to our members by offering a season pass to our events in 2020.

2020 Season Pass Program

Includes all morning seminars, one session of Update 2020 and one ticket to our Annual Christmas Gala & Awards Dinner.

Value $525.00
Season Pass Price - $350.00 incl HST
SAVE OVER 30%

2020 EVENTS CALENDAR

Thursday January 23rd, 2020
Morning Seminar – 8:00am – 11:30am

Guest Speaker – Ed Hofstede
“6 Ways to Win Group Clients” 
Guest Speaker - Justin Hamilton
"Insurance As An Asset Class" - $60.00 – 3 CE

Tuesday March 10th 2020        
 Morning Seminar – 8:00am - 11:30am
Guest Speaker – Rod Burylo
“A Matter of Trust & Technology Disruption Opportunity” -$60.00 – 3 CE

Thursday May 7th  2020
 Morning Seminar – 8:00am – 11:30am
Guest Speaker– Michael Cochrane
“Surviving Your Divorce”
Guest Speaker: Michelle Connelly
"Pensions" - $60.00 – 3 CE

Thursday June 2nd 2020
Update 2020 – 8:00am - 4:00pm
Financial Advisors & Planners Professional Practices Review - $150.00 – 12 CE

   Member Appreciation Summer BBQ Lunch 
  Tuesday August 11th 2020
  Guest Speaker: TBD
  Seminar & BBQ at the Museum - estimated 1 CE

  Tuesday September 22nd 2020
   Morning Seminar – 8:00am – 11:30am
  Guest Speaker– Keith Masterson
  “Tax, Retirement and Estate Planning”
  Guest Speaker: Fraser Lang
  "Individual Pension Plans and Retirement
   Compensation Arrangements" - $60.00 – 3 CE

Tuesday October 29th 2020
 Update 2020 – 8:00am - 4:00pm
 Financial Advisors & Planners Professional Practices Review - $150.00 - 12 CE

 Friday November 19th 2020
 Morning Seminar – 8:00am - 11:30am
 Guest Speaker: Jennifer Skimson
 “PHI and TRavel Insurance" - $60.00 – 3 CE

Tuesday December 1st 2020
Annual Christmas Gala & Awards Dinner
$75.00 - Location TBD

   Total CE credits for 2020 - 28 estimated
Saturday, November 30, 2019



"6 Ways to Win Group Clients & Insurance As An Asset Class"

 "6 Ways to Win Group Clients"
Guest Speaker - Ed Hofstede
 Description: Ed Hofstede, President of PPI Benefits Inc., will discuss current trends in the group insurance marketplace and offer 6 ideas that will help you grow recurring annual income by building up your block of group insurance clients.  Whether you are a group specialist or have never sold a group client, you will learn ways to stand out from your competition and deliver more value to your clients.

" Insurance As An Asset Class"
Guest Speaker - Justin Hamilton
Description: coming soon 

Workshop Schedule and Topics

8:30 am: "6 Ways to Win Group Clients" with Ed Hofstede

10:00 am Break

10:15 am: "Insurance As An Asset Class" with Justin Hamilton
Thursday, January 23, 2020



A Matter of Trust & Technology Disruption Opportunity

A Matter of Trust & Technology Disruption Opportunity
Guest Speaker: Rod Burylo

A Matter of Trust
Rod Burylo will introduce advisors to key concepts regarding professional ethics, with a focus on trustworthiness and communications. Advisors will learn about ability trust, integrity trust, and the roles of values.

Technology, Disruption and Opportunity
Rod Burylo will discuss the rise of technology-based and technology-enhanced business models in the financial services sectors, and the current and anticipated near term disruptions to human-based models. Advisors will learn about challenges and the opportunities to compete effectively in the wake of these changes.

Workshop Schedule and Topics

8:30 am: "6 Ways to Win Group Clients" with Ed Hofstede

10:00 am: Break

10:15 am: "Insurance As An Asset Class" with Justin Hamilton
Tuesday, March 10, 2020




 President
Kevin Bewick CFP, CLU, CEA
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Lordy Numekevor CLU, RHU
Secretary
Membership Chair
Emily Seunarine
Program Chair
Theresa Dietrich CFP,CLU,CHS,CEA
Professional Development Chair
Theresa Dietrich CFP,CLU,CHS,CEA
Public Awareness Chair
Communication Chair
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Kevin Bewick CFP, CLU, CEA
Financial Literacy Chair
Institute Representative
Theresa Dietrich CFP,CLU,CHS,CEA
Sponsorship Chair
Lisa Moore
GAMA Representative
Totem Pole Chair
Past President
Directors
David Reeve
Patricia Giesbrecht
Michael Hamilton
Justin Hamilton CFP, CHS
Administrator
Kelly Thomas
 Contact Information
Kelly Thomas
(519) 489-0134

GoldenTriangle@AdvocisChapter.ca