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

Bay of Quinte Chapter

 Upcoming Event Registration

Under 5 after 5 Social

 JOIN US FOR OUR ANNUAL UNDER 5 AFTER 5 SOCIAL EVENING

WE WELCOME NEW ADVISORS IN THEIR FIRST 5 YEARS OF BUSINESS TO COME OUT AND MINGLE WITH OTHER ADVISOR WHO ARE GROWING AND ESTABLISHING THEIR PRACTICES.

THE EVENT OFFER A SPECIAL GUEST SPEAKER OR PANEL DISCUSSION FOCUSING ON HELPING ADVISORS WITH OPPORUTNITIES AND OR CHALLENGES

THIS EVENT IS A FREE ATTENDANCE AND IS OPEN TO ALL MEMBERS AND NON-MEMBERS!
Thursday, September 5, 2019




Living Benefits/Group Benefits/Health Care spending accounts

OUR FALL EVENT FEATURES TWO GUEST SPEAKERS:

1. BILL WALKER, Product specialist of Blue Cross and Silver sponsor - Presents his living benefits strategy "The End Game" presentation

2. JOHN OHORODNYK, of Benecaid- "NEW" speaker to our platform to present how Benecaid works in the Group Benefit/Health care spending market - his presentation will introduce their "Honeybee" concept.  topic is "Group Benefits/Healthcare spending account" presentation

Our event will provide an Update on ADVOCACY from our Advocacy Chair - Shannon Neely

Register early to reserve your venue!
Thursday, September 19, 2019




UPDATE 2019 - KINGSTON CHAPTER HOSTS



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.
Friday, October 18, 2019




Specialty Market Clients & Estate Planning" EAT" process

OUR  EVENT FEATURES TWO GUEST SPEAKERS:

1. EDGE BENEFITS,  - Presenting their approach to "Specialty Market Clients - Group issues" - more details to come!

2. LAW FIRM,     "NEW" speaker to our platform to present process and procedures behind the Estate Administration Tax - in a simplified method!  More details to come!

Our event will provide an Update on ADVOCACY from our Advocacy Chair - Shannon Neely

Register early to reserve your venue!
Thursday, November 21, 2019




Christmas sharing luncheon

 Annual Christmas Sharing luncheon and fund raiser - membership milestone recognition awards.
Thursday, December 5, 2019




Retirement Income Savings Planning

 Details of event to Follow
Thursday, January 16, 2020




RISK Planning

 Planning for the unexpected - LIfe, Living Benefits, Long Term care
Thursday, March 19, 2020




Canada Sales Congress - LIVE STREAMING EVENT

 Full day event - livestreaming to the Canada Sales Congress from local venue - Caper's
Wednesday, May 20, 2020




Post Federal budget

 Kris Hiimberg-Larsen, Wilkinson and Co
Thursday, May 21, 2020




Under 5 After 5 Social Event

 Membership Chair - hosts complimentary event for Advisors under 5 years in the business meeting after 5pm to connect and share ideas and support.
Thursday, September 3, 2020




UPDATE 2020 - Bay of Quinte Hosts

 Annual UPDATE 2020 - Joint Venture with Kingston Chapter - Bay of Quinte is the host this year

Full day event with 6 CE for attendance and 6 CE to be earned doing online quiz after the event
Friday, October 16, 2020




Estate Planning

 Details to follow
Thursday, November 19, 2020




Annual Membership milestones -Christmas Sharing

 Celebration luncheon to recognize membership milestones and to raise funds for the Christmas Sharing Program
Thursday, December 3, 2020





 President
Paul Reed CLU, CH.F.C.
 Officers and Directors
First Vice President
Second Vice President
Treasurer
John Paul Tedesco
Secretary
Jane Simpson CLU
Membership Chair
Galen Nuttall
Program Chair
Wendy Kellar CLU, CHS, CEA
Professional Development Chair
Philip Wild CFP, CLU, CHS
Public Awareness Chair
Communication Chair
Best Practices Chair
Philip Wild CFP, CLU, CHS
Professional Conduct Chair
Paul Reed CLU, CH.F.C.
Advocacy Chair
Shannon Neely CLU, CHS
Financial Literacy Chair
Institute Representative
Paul Reed CLU, CH.F.C.
Sponsorship Chair
Judith Timpson
GAMA Representative
Totem Pole Chair
Andrew Maclean
Past President
Jane Simpson CLU
Directors
Matthew Howell CHS
Administrator
Lisa Hall
 Contact Information
Paul Reed, CLU, CH.F.C.
(613) 966-2990

BayofQuinte@AdvocisChapter.ca