| Upcoming Event Registration |
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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: "A Matter of Trust" 10:00 am: Break 10:15 am: "Technology, Disruption and Opportunity" |
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Tuesday, March 10, 2020
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Morning Seminar - Surviving Your Divorce & Pensions
Morning Seminar - Surviving Your Divorce & Pensions 8:30am - Guest Speaker– Michael Cochrane -
“Surviving Your Divorce” **Free Book "Surviving Your Divorce" for first 50 people registered. Family law expert Michael G. Cochrane, LL.B., answers questions such as: What are my rights? What will happen to the children? How much does divorce cost?. Michael will review legal options available to married, common-law, and same-sex couples going through separation or divorce.
10:15am - Guest Speaker – Michelle Connelly - "Pensions"
Michelle Connolly will be discussing pension strategies for commuting, pension/ registered plan transfers, splitting opportunities and factors to consider when triggering CPP.
Agenda:
8:00am - Registration & Breakfast 8:30am - Michael Cochrane LL.B, "Surviving Your Divorce" 10:00am - Break 10:15am - Michelle Connelly - "Pensions"
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Thursday, May 7, 2020
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Annual Charity Golf Tournament
Annual Charity Golf Tournament For Cystic Fibrosis LOCATION: Whistle Bear Golf Club
1316 Dickie Settlement Rd,
Cambridge, ON N3H 4R8 Date: Tuesday June 23rd 2020 Registration & Breakfast: 6:30 AM
Shotgun Start: 8:00 AM
Register at www.tournamentcaddie.com/AdvocisGT2020golf
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Tuesday, June 23, 2020
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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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