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

Ottawa Chapter

 Upcoming Event Registration

Update 2019 - From Vulnerability to Viability

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.
 

2019 Platinum Sponsor

Thursday, September 26, 2019




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

 
Thursday, October 24, 2019




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

Thursday, November 28, 2019





 President
Janice McFarlane CFP, CLU, CHS
 Officers and Directors
First Vice President
Jacques Duplain CHS
Second Vice President
Treasurer
Jacques Duplain CHS
Secretary
Jodi Bodkin CHS
Membership Chair
Michael Lutes CFP, CLU
Program Chair
Frank Porreca CHS, CFP
Professional Development Chair
Public Awareness Chair
Communication Chair
Best Practices Chair
Professional Conduct Chair
Jodi Bodkin CHS
Advocacy Chair
David McGruer CFP
Financial Literacy Chair
John Saikaley CHS
Institute Representative
Erin Meisner CHS
Sponsorship Chair
John Saikaley CHS
GAMA Representative
Michael Lutes CFP, CLU
Totem Pole Chair
Past President
Mervin Clost CFP,CHS,CEA
Directors
Kristan Birchard CLU, CH.F.C.,TEP
Ali Pahlavani CFP, CLU, CHS, MBA
Brandon Brisbois
Ian Wilson CFP
Administrator
Ann Gregory
 Contact Information
Ann Gregory
(613) 594-8700

Ottawa@AdvocisChapter.ca
www.advocisottawa.ca