UPCOMING EVENTS!

Corporate-Owned Life Insurance
 

We're excited to announce a special session tailored for Advocis members, focusing on 30 Questions to Unlock the Secrets behind Ownership, Beneficiary Designations and Shareholders Agreements.

CLU Update 2024

Advocis Greater Vancouver, Vancouver Island, Okanagan, and Kootenays are pleased to host this event. Join us for this event on May 7th and 14th to keep advisors current on important technical concerns and client-facing issues impacting financial planning today.

Topics include:

• AI in Finance: Striking the Right Mix
• Building Tax Legislation Awareness
• Building Tax Legislation Awareness
• Balancing Priorities for Client-Centric Success

Alaeddine Jabri, Sterling Rempel, Stefano Pannu, and Pete Gillespie will lead us through Update 2024. Members and non-members from across the region and the country are welcome to attend. 

Attendees are required to be present for both the sessions.
Ticket sales close on May 5th.

CE Credits:
Earn 6 CE credits for full attendance of both Part 1 and Part 2.
(Note: CE credits are NOT available for partial attendance.)

Earn up to an additional eight (8) CE credits for completion of the Advanced Learning Modules. You must be registered to receive the extra credits. (Total: 14 CE credits.)

Pacific School 2024
 

Advocis Pacific School 2024 is your opportunity to gain rich knowledge, level up your leadership, and connect with other experts in the Financial Service space. Networking is more than just collecting business cards, it's about building genuine relationships. You're sure to make new connections and strengthen existing ones. 
 

Get your tickets now!

Save The Date For Exciting Fellowship Events!

• June 13th: Vancouver Canadians Game
• July 12th: Family Barbeque
• August 9th: Vancouver Bandits Game

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