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

Event information for Edmonton


 Event Detail
Organized by: Chapter     
Event Title: September Education Breakfast  Event Type: Seminar 
Date/Time
Start: 9/19/2019 End: 9/19/2019 Start Time: 7:30 AM End Time: 10:15 AM
Description:
 

AGENDA

September 19,2019

Advocis Edmonton Education Breakfast

The Chateau Louis 11727 Kingsway NW, Edmonton, AB


7:30 AM SIGN-IN AND BREAKFAST

7:45 AM WELCOME, JASON DESAULNIERS, ADVOCIS EDMONTON PRESIDENT

7:50 AM ADVOCACY UPDATE, KELLY SMITH CO-CHAIR PROVINCIAL ADVOCACY

8:00 AM RECOGNITION  2018 CLU DUNSTALL AWARD WINNER FOR ALBERTA – JASON DESAULNIERS, ADVOCIS EDMONTON PRESIDENT

8:05 AM RECOGNITION CLU/CHS GRADUATES and CLU LONGSTANDING MEMBERS– PATRICK SOULIER ADVOCIS EDMONTON VICE PRESIDENT

8:10 AM OPPORTUNITY SPOTTING IN WILLS and SHAREHOLDERS AGREEMENTS – AMANDA MUNROE SALES MANAGER, NORTHER ALBERTA DIVISION PPI / PAUL FAWCETT, DIRECTOR ADVNACED SALES-NORTHERN ALBERTA DIVISION PPI


9:10 AM
USE OF IPP’S IN THE NEW CORPORATE TAX ENVIRONMENT– STEPHEN CHENG, BSc, MBADIRECTOR WESTCOAST ACTUARIES

 

10:10 AM MEETING ADJOURNMENT, JASON DESAULNIERS

 
Agenda:  
CE Credits: 2 CE, 2 Life and 2 A&S Credits 
Speaker
Biography:
Stephen Cheng 
Stephen Cheng is a senior consulting actuary and the managing director of Westcoast
Actuaries Inc. He is a Fellow of both the Canadian Institute of Actuaries and the Society of
Actuaries with over 30 years of pension and actuarial consulting experience.
 
Location Chateau Louis
11727 Kingsway NW
Edmonton, AB T5G 3A1
Contact Kathy Shields
7804542957
edmonton@advocischapter.ca
www.advocis.ca
Notes:  

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