| Upcoming Event Registration |
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25th Annual Fundraising Golf Tournament for Cystic Fibrosis
Monday, June 24th
at the Kanata Golf and Country Club
Full breakfast starts at 8:30 am
Shotgun start at 10 am; cocktails at 3 pm followed by dinner at 5 pm
Fee includes: Green Fees, Power Cart, Full Breakfast, and Dinner
When booking a foursome, we suggest paying by phone with Member Services at 877-773-6765 (Monday to Friday, 8:30 am to 6 pm); select Member Services and "register for a course or program".
Please confirm names of golfers with
Laetitia Kearney at laetitia.kearney@dfsinottawa.ca
SPONSORSHIP OPPORTUNITIES AVAILABLE
Please contact Laetitia Kearney at or 819-665-8374
All prices exclude HST.
HST registration number: 107625378
The Financial Advisors Association of Canada
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Monday, June 24, 2019
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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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2019 Platinum Sponsor
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Thursday, September 26, 2019
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Today’s Vision, Tomorrow’s Reality
Details to follow
DRAFT AGENDA 9:00 AM - 9:30 AM Registration 9:30 AM Program starts lunch & presentations 2:00 PM Adjournment
2019 Platinum Sponsor
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Thursday, October 24, 2019
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2020 Vision
Details to follow
DRAFT AGENDA
9:00
AM - 9:30 AM Registration 9:30 AM Program starts lunch & presentations 2:00 PM Adjournment
2019 Platinum Sponsor
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Thursday, November 28, 2019
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| President |
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Janice McFarlane CFP, CLU, CHS
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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 |
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| Professional Development Chair |
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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 |
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| Financial Literacy Chair |
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| Institute Representative |
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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 |
| Kristan Birchard CLU, CH.F.C.,TEP |
| Benjamin Agbogwu CIM |
| Ali Pahlavani CFP, CLU, CHS, MBA |
| Brandon Brisbois |
| Ian Wilson CFP |
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| Administrator |
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