| Upcoming Event Registration |
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Update 2019 - From Vulnerability to Viability
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UPCOMING EVENT
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DISCOVER NEW IDEAS THROUGH VIDEO-TAPED
INTERVIEWS WITH INDUSTRY EXPERTS
| Mike Richard |
Arthur Fish |
Ellen Bessner |
Jason Heath, CFP® |
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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 |
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| Frank Vanden Broek, CFP®
Update 2019
Moderator
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Please JOIN us:
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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.
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Thursday, June 20, 2019
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Summer BBQ Series #1 followed by a BBQ lunch
"From Transaction to Trust"Guest speaker: Bob Aggio, PPI Everywhere we look, we are getting bombarded with new technology and pressure to be more efficient. That's great, but are we taking the time required to build trusting relationships or are we looking to be more transactional? Bob will share tips on how you can have an efficient practice and still change your business process to build trust.
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Tuesday, July 9, 2019
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Charity Golf Tournament
 | Annual Charity Golf Tournament For Cystic Fibrosis LOCATION: Whistle Bear Golf Club
1316 Dickie Settlement Rd,
Cambridge, ON N3H 4R8 Date: September 10th, 2019 Registration & Breakfast: 7:00 AM
Shotgun Start: 8:00 AM
Register at www.tournamentcaddie.com/advocisgt2019golf
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Tuesday, September 10, 2019
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Update 2019 - From Vulnerability to Viability
|
|
|
UPCOMING EVENT
|
|
|
DISCOVER NEW IDEAS THROUGH VIDEO-TAPED
INTERVIEWS WITH INDUSTRY EXPERTS
| Mike Richard |
Arthur Fish |
Ellen Bessner |
Jason Heath, CFP® |
|
|
|
|
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®
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.
|
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Tuesday, October 8, 2019
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Christmas Gala & Awards Dinner
Please join us at our Annual Christmas Gala and Awards Dinner to celebrate a wonderful year and recognize some notable members of our Advocis community.
We are excited to treat you to an experience you won't forget as we host this year's Gala at the stunningly beautiful Whistle Bear Golf Course.
Bring your spouse or your co-workers to take part in this unforgettable evening. Limited seating is available so reserve your spot today.
Tables of 8 are available at a discounted price of $500.00 - save $100.00!!
This event sells out early every year. Reserve your spot today so you don't miss out.
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Tuesday, December 3, 2019
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| President |
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Kevin Bewick CFP, CLU, CEA
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| Officers and Directors |
| First Vice President |
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| Second Vice President |
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| Treasurer |
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| Secretary |
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| Membership Chair |
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| Program Chair |
| Theresa Dietrich CFP,CLU,CHS,CEA |
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| Professional Development Chair |
| Theresa Dietrich CFP,CLU,CHS,CEA |
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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 |
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| Advocacy Chair |
| Kevin Bewick CFP, CLU, CEA |
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| Financial Literacy Chair |
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| Institute Representative |
| Theresa Dietrich CFP,CLU,CHS,CEA |
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| Sponsorship Chair |
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| GAMA Representative |
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| Totem Pole Chair |
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| Past President |
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| Directors |
| David Reeve |
| Patricia Giesbrecht |
| Michael Hamilton |
| Justin Hamilton CFP, CHS |
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| Administrator |
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