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

Windsor 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.

Update 2019 

Date: Friday September 13th 2019 

Location: Ciociaro Club Of Windsor

3745 N Talbot Rd, Oldcastle, ON N0R 1L0 

Time: 8:00am to 5:00pm 

Price: $100 for Members & $200 Non-Members

Includes: Breakfast, Lunch and Followup Group Session

Earn up to 12 CE Credits 

Friday, September 13, 2019





 President
David Nader
 Officers and Directors
First Vice President
Second Vice President
Treasurer
Carl Edwards CFP,CLU,CH.F.C.
Secretary
Carl Edwards CFP,CLU,CH.F.C.
Membership Chair
Elias Doskoris
Program Chair
Gabriel MacCausland-Sirois CHS
Professional Development Chair
Public Awareness Chair
Communication Chair
David Nader
Best Practices Chair
Professional Conduct Chair
Advocacy Chair
Carl Edwards CFP,CLU,CH.F.C.
Financial Literacy Chair
Institute Representative
Antoine Nader CLU, CHS, GBA, REBC
Sponsorship Chair
GAMA Representative
Sonny Sangemino CHS
Totem Pole Chair
Antoine Nader CLU, CHS, GBA, REBC
Past President
Michellyne Mancini
Directors
Aaron Keogh
Administrator
Helen Bennett FLMI, ACS, AIAA
 Contact Information
Helen Bennett, FLMI, ACS, AIAA
(519) 251-4002

Windsor@AdvocisChapter.ca