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

Event information for Sudbury


 Event Detail
Organized by: Chapter     
Event Title: Advanced Education and Golf Day  Event Type: Conference 
Date/Time
Start: 8/15/2019 End: 8/15/2019 Start Time: 7:45 End Time: 1pm
Description:
 You're invited to the 2019 Annual Advisor Advanced Education & Golf Appreciation Day - sponsored by Bridgeforce.


As in previous years, we encourage all advisors to invite professionals such as lawyers, accountants, etc. as your guest for the education sessions as well as the afternoon golf. Speakers from Canada Life, Empire Life, Equitable Life and more. The meeting runs from 8:30am until noon followed by lunch and golf at 1pm.

Please ensure you register appropriately if you are planning on golfing.
 
Agenda:

7:45 am               Breakfast

8:30 am               Opening remarks

8:40am                Ashley Misqitta – US Equity Manager – Empire Life

9:30am                Jon Hreljac – AVP, Tax & Estate Planning, Wealth – Manulife Financial

10:15am              Break

10:30am              Brian McNulty, Tax and Estate Planning – Equitable Life

11:15am              Lynn Johnson, Manager, Market Conduct Compliance – Canada Life

12 Noon              Buffet Lunch

1pm                      Golf Tee times


 
CE Credits:  
Speaker
Biography:
 
 
Location Idylwylde Golf & Country Club
400 Walford Road East
Sudbury, ON p3g2g9
Contact Lisa White-Pierobon
7056758613
sudbury@advocischapter.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   7/4/2019     
For Member: $ $0.00 $   
For non-member: $ $0.00 $