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

Kingston Chapter

 Upcoming Event Registration

Getting Established

 The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career.
The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

** Free lunch for everyone who registers by Friday February 21st **
Thursday, February 27, 2020




Industry Update

" Underwriting, Claims, and Large Case Help "
Dr. Bruce Empringham, Medical Director, Canada Life

Trends Happening in Living Benefits Claims and How To Make Sure Your Clients Get The Money They Need When They Need It "
Sherri Grandmont, Associate Manager of Living Benefits Claims, Canada Life


Hot breakfast buffet included:
Scrambled eggs, home fries, bacon, sausage, fresh fruit, toast

**Please contact me with any dietary / food allergy restrictions**

3 CE credits, pending Institute approval
Thursday, March 5, 2020




Getting Established

 The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career.
The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

** Free lunch for everyone who registers by Friday March 20th **
Thursday, March 26, 2020




Wednesday, April 1, 2020




Getting Established

 The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career.
The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

** Free lunch for everyone who registers by Friday April 24th **
Thursday, April 30, 2020




Getting Established

 The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career.
The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

** Free lunch for everyone who registers by Friday May 22nd **
Thursday, May 28, 2020




Getting Established

 The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career.
The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

** Free lunch for everyone who registers by Friday June 19th **
Thursday, June 25, 2020




Getting Established

 The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career.
The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

** Free lunch for everyone who registers by Friday September 18th **
Thursday, September 24, 2020




Getting Established

 The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career.
The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

** Free lunch for everyone who registers by Friday October 23rd **
Thursday, October 29, 2020




Getting Established

 The getting established program is a formal Mastermind group of advisors new to the business and who are serious about succeeding in their career.
The intentions of the mastermind group is to provide an opportunity for advisors to get together and discuss the business in general and ask questions from peers about how they run their businesses. It will also provide an opportunity to network with peers from other firms.

** Free lunch for everyone who registers by Friday November 20th **
Thursday, November 26, 2020





 President
Sean Cassidy CFP
 Officers and Directors
First Vice President
Jason Howes CFP
Second Vice President
Treasurer
Jason Howes CFP
Secretary
Membership Chair
Edward Bettencourt EPC
Program Chair
Gregory Gies CFP,CLU,CH.F.C.,CHS
Professional Development Chair
Public Awareness Chair
Communication Chair
Best Practices Chair
Professional Conduct Chair
Jason Howes CFP
Advocacy Chair
Mark Murano CLU, CFP
Financial Literacy Chair
Sean Cassidy CFP
Institute Representative
Sponsorship Chair
Jason Howes CFP
GAMA Representative
Sarah Decker
Totem Pole Chair
Past President
Gregory Gies CFP,CLU,CH.F.C.,CHS
Directors
Administrator
Paige Goldsmith
 Contact Information
Paige Goldsmith
 

Kingston@AdvocisChapter.ca