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

Peel Halton 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.
Wednesday, October 16, 2019




Wednesday, November 20, 2019




Wednesday, December 11, 2019





 President
Abhishek Sharma CLU, CHS
 Officers and Directors
First Vice President
Debra Schreiber CLU
Second Vice President
Treasurer
Stephen Pagliaroli CLU, RHU,CFP
Secretary
Membership Chair
Seema Sharma CFP, CLU, CHS
John Moakler CLU, CFP
Program Chair
Jeff Stanzel
David Cooke
Professional Development Chair
Suzanna Winsborough CFP, CLU
Public Awareness Chair
Communication Chair
Naunidh Hunjan CLU, CHS
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Stephen Pagliaroli CLU, RHU,CFP
Financial Literacy Chair
Institute Representative
Suzanna Winsborough CFP, CLU
Sponsorship Chair
Bernard Applewhaite FLMI
GAMA Representative
Debra Schreiber CLU
Totem Pole Chair
W. James Kennedy CFP,CLU,CH.F.C.
Past President
W. James Kennedy CFP,CLU,CH.F.C.
Directors
Brent van Ryzewyk CFP,CLU,CH.F.C.,CHS,CEA
Administrator
Monique Gaudet
 Contact Information
Monique Gaudet
(905) 823-5252

PeelHalton@AdvocisChapter.ca
www.advocispeelhalton.com