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 March 5, 2020  Event Type: Seminar 
Date/Time
Start: 3/5/2020 End: 3/5/2020 Start Time: 8:00 am End Time: 11:30 am
Description:
Speakers;

Katie Davis
Regional Sales Director, Desjardins Investment Solutions
“Investing for the female client.”

Sara La Gamba CFP, CLU, CHS, TEP, EPC
Associate Advisor - Sheffar Potter Muchan Inc.
“The value of education and designations for an advisor.”

Doug Carroll, Tax, Estate & Financial Planning Advocate
“When two become one.”

Passport members must please register.

 
Agenda:  
CE Credits: Potential 3 CE 
Speaker
Biography:
 
 
Location Oshawa Golf & Curling Club
160 Alexandra Street
Oshawa, ON L1G 2C4
Contact Jodi-Lynn Rees
905-725-2374
durhamregion@advocischapter.ca
advocisdurham.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   3/5/2020     
For Member: $ $25.00 $   
For non-member: $ $50.00 $