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

Event information for Durham Region


 Event Detail
Organized by: Chapter     
Event Title: Chapter Meeting September 12, 2019  Event Type: Seminar 
Date/Time
Start: 9/12/2019 End: 9/12/2019 Start Time: 2:00 pm End Time: 5:30 pm
Description:
“Membership Update”
Chris Hudson, CFP, CLU, CHS
Katie Davis
Advocis Durham Board Executives

“Advocacy Update”
Irene Walsh, CFP, CLU, RIS
Advocis Durham Board Executive

“Ethics and Professional Responsibility in Practice
(Eligible for Professional Responsibility Credit for CFP®)
Advocis Durham Board Executives
Revised to reflect FP Canada’s updated Standards of Professional Responsibility
(effective January 2019).
Prior to starting this course, participants are required to download and review the Standards of Professional Responsiblity from FPSC's website (www.fpsc.ca).

“Estate Planning: A Must-Have Conversation”
Wilmot George, CFP, TEP, CLU, CHS
Vice President, Wealth Planning at CI Investments Inc.
CI TREP

“Protection Matters More Than Ever - Look at Guaranteed Advantage”
Katie Davis
Regional Sales Director, Desjardins Investment Solutions


Passport members must please register.
 
Agenda:
 
CE Credits: Potential 2.5 - 3 CE 
Speaker
Biography:
 
 
Location Hilton Garden Inn
500 Beck Crescent
Ajax, ON L1Z 1C9
Contact Jodi-Lynn Rees
9057252374
durhamregion@advocischapter.ca
advocisdurham.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   1/24/2019     
For Member: $ $25.00 $   
For non-member: $ $50.00 $