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

Kootenay Chapter

 Upcoming Event Registration

From Vulnerability to Viability Update 2019

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.
Wednesday, October 2, 2019





 President
Karla Graff CHS
 Officers and Directors
First Vice President
Walter Pearce CFP,CLU, CHS, REBC
Second Vice President
Treasurer
Secretary
Membership Chair
Les Zacharias CFP
Program Chair
Jennifer Cook CFP, RHU
Professional Development Chair
Public Awareness Chair
Christopher Bell
Communication Chair
Robert Ogloff CFP
Best Practices Chair
Steve Cutt CFP,CLU,CH.F.C.,FMA
Professional Conduct Chair
Frank Vanden Broek CFP
Advocacy Chair
John Merlo CFP
Financial Literacy Chair
Rachelle Langlois CHS
Institute Representative
Michael McCormack CLU,CH.F.C.
Sponsorship Chair
Craig McFadden CFP
GAMA Representative
Totem Pole Chair
Jennifer Cook CFP, RHU
Past President
Michael McCormack CLU,CH.F.C.
Directors
Jason Truscott
Administrator
 Contact Information
Karla Graff
(250) 417-0033

Kootenay@AdvocisChapter.ca