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

Saugeen Chapter

 Upcoming Event Registration

Fall Update 2019 - From Vulnerability to Viability

 
Update 2019

 

UPCOMING EVENT

 

DISCOVER NEW IDEAS THROUGH VIDEO-TAPED 
INTERVIEWS WITH INDUSTRY EXPERTS

Mike RichardArthur FishEllen BessnerJason Heath, CFP®
Mike RichardArthur FishEllen BessnerJason 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.
 
Investment Planning, in an uncertain world Mike Richard Case Study Activity: Demonstrating the Value of Advice Today’s Senior Clients, using foresight to reduce risk Arthur Fish Discussion Activity: The TCP Best Practice Facing Senior Client Issues, head-on Ellen Bessner Discussion Activity: Pitfalls of POAs & Joint Accounts Decumulation Planning, without running out of money Jason Heath Case Study Activity: The Retirement Income Puzzle
Friday, September 13, 2019




Christmas Social and Awards Night

Christmas Social including a wonderful meal and fellowship. Advocis awards will be announced and recipients will receive their award. Wrapped Gift Exchange Game- Everyone is to bring a wrapped gift of $25 value for the gift exchange
Friday, November 29, 2019





 President
David Middleton
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Heather Padfield CFP, CLU, CHS
Secretary
Dave Tiffin
Membership Chair
Wendy Adams
Program Chair
Kacie Pusztay
Professional Development Chair
Jason Finner CLU
Public Awareness Chair
Communication Chair
Dave Tiffin
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Dawn Kennedy CFP,CLU,EPC
Financial Literacy Chair
Institute Representative
Jason Finner CLU
Sponsorship Chair
Dianne Lucas CHS, CPCA, CAFA
GAMA Representative
Totem Pole Chair
Past President
Dawn Kennedy CFP,CLU,EPC
Directors
Rachel Desmarais CFP, CLU, CHS, EPC
Administrator
 Contact Information
David Middleton
 

Saugeen@AdvocisChapter.ca
www.advocissaugeen.ca