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Financial Planning Summit 2025 Event Agenda:
Where Preparation Meets Possibility 

The road ahead isn’t set in stone. Preparation turns ambiguity into opportunity. From economic forecasts to innovative planning techniques, we’re here to help you shape what’s next

Take a look at what's on the agenda for Financial Planning Summit 2025:

• Ethics & Professional Responsibility - Jacqueline Knoblauch
• Economic Update: Navigating 2025 - Beichen Li
• Living Healthy - Dr. Bruce Empringham
• Changing the Rules Halfway through the Game: Planning Implications on the 2024/2025 Federal Budget - Michelle Munro
• "What's Under the Hood of Par?" - Eric Hamar
• Advocacy Update  - Suzanne Durnan
• Retirement Planning - Reh Banji, Petra Ross, Chris George, Marc Schouten
• Building a Sustainable & Thriving Practice - Rose Nguyen, Christie Coltman, Brad Brain, David Eng, & Felicia Lee
• Putting Your Ducks in a Row: Smart Decisions Before You are Due - Gillian Wong
• Insurance Council of BC: Regulatory Update - Janet Sinclair
• AI for Financial Advisors: Practical Ways to Improve Efficiency, Grow Business & Enhance Value of Advice - Dave Faulkner

Join us to be prepared for what’s next in financial planning!

Note: 85% sold out. Ticket sale closes soon. Secure your spot now!

For more details on speakers and agenda visit: https://financialplanningsummit.com/

85% sold out. Ticket sale closes soon. Secure your spot now!

Check out our Eventbrite page for more upcoming Advocis Greater Vancouver events!

 

Questions:

If you have any questions or concerns regarding this communication, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@advocischapter.ca

Advocis Greater Vancouver
Advocis Greater Vancouver chapter at
GreaterVancouver@advocischapter.ca