| March 25, 2025: Living Benefits Underwriting
We will be joined by one of our senior underwriters to really dig into the complexities of disability underwriting. You will gain key insights into underwriting strategies, risk assessment and best practices.
Ticket sale closes soon! |
|
|
90% sold out! Ticket sales closes soon!
April 3, 2025: Financial Planning Summit 2025
- 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 Join us to be prepared for what’s next in financial planning! |
|
90% sold out! Get your tickets before ticket sale ends! |
|
|
|
April 1, 2025: Succession Planning for
Business Owners
We will be joined by one of our senior underwriters to really dig into the complexities of disability underwriting. You will gain key insights into underwriting strategies, risk assessment and best practices. |
|
|
April 8, 2025: Fellowship Luncheon |
|
|
Join us for an engaging luncheon where we’ll explore key strategies for business owners planning their exit and legacy. Get insights from Richard Chang, Director, Tax & Estate Planning, Canada Life, while networking with fellow professionals over a delicious meal. What to Expect:
✔ Tax Updates – How new changes impact succession planning
✔ Transition Challenges – Common obstacles and solutions
✔ Cost of Inaction – Financial and operational risks of poor planning
✔ Transition Options – External sales vs. passing to family
✔ Philanthropy Integration – Including charitable giving in succession plans Gain valuable insights to guide your clients through their business transition journey. |
|
|
April 22, 2025: Charitable Giving
Dive into charitable giving strategies, innovative par products, and practical case studies. Learn how My Par Gift can enhance charitable plans for personal and corporate donors.
|
|
|
May 25, 2025: Advocis Pacific School 2025
Why do you do what you do? Discover how defining your purpose can elevate your practice. Get ready for Pacific School 2025 and let your ‘why’ lead the way! |
|
|
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 |
|
|
|
Printer-friendly version
PDF version
