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

Sault Ste. Marie 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.
Thursday, June 20, 2019





 President
Cody Middaugh
 Officers and Directors
First Vice President
Dean Beilhartz
Second Vice President
Treasurer
Malcolm Smith CFP,CLU,CH.F.C., CHS
Secretary
Membership Chair
Dean Beilhartz
Program Chair
Eric Barton CFP, EPC
Professional Development Chair
Len Drouillard CLU
Public Awareness Chair
Len Drouillard CLU
Communication Chair
Carly Creagh
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Cody Middaugh
Financial Literacy Chair
Institute Representative
Jonathen Mosher CFP,CLU,CH.F.C.,CHS
Sponsorship Chair
Eric Barton CFP, EPC
GAMA Representative
Totem Pole Chair
Past President
Cody Middaugh
Directors
Anthony Deluco CHS
Administrator
 Contact Information
Cody Middaugh
 

SaultSteMarie@AdvocisChapter.ca