Upcoming Advocis Events You Can't Miss!
Submitted by Krishan on September 26, 2025 - 10:02am
Printer-friendly version
PDF version
|
|
|
|
October 16 2025: 13th Annual Advocis
Estate Planning Summit 2025
|
|
|
12
sessions = 12 CE credits!
In-person tickets sold out! Virtual tickets available!
|
|
|
|
|
|
October 29, 2025: Taxation of Life Insurance
|
|
|
Join us
for an in-depth session presented by Desjardins on the taxation
of life insurance in Canada. This presentation will cover how
life insurance policies are taxed, the rules that apply in
different situations, and how tax considerations affect planning
strategies for clients.
Key topics
include:
- How
different types of policies are treated for tax purposes
- Common
misconceptions around tax-free benefits
- Strategies
to optimize the use of life insurance in financial and
estate planning
- Practical
examples and insights to support your conversations with
clients
This
session is ideal for financial advisors, planners, and insurance
professionals who want to strengthen their knowledge and better
serve clients.
|
|
|
|
|
|
November 26, 2025: Holiday Lunch and Annual Meeting
|
|
|
Advocis
Greater Vancouver Members, join us for our 2025 Annual General
Meeting and Holiday Lunch.
This
year’s gathering will feature an economic update to provide
insights for the year ahead, followed by the ratification of our
proposed Chapter Board for the coming year.
We will
also be acknowledging membership milestones, celebrating the
contributions and achievements of our valued members.
|
|
|
|
|
|
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
|
|
|
|
|
