A lineup of the best upcoming events!
Submitted by Krishan on September 20, 2024 - 12:57pm
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Partnering for Your Clients' Protection Needs
Rhona Konnelly will walk us through navigating partnerships that result in win-win solutions for everyone involved. In this highly actionable session, you’ll go from a place of discomfort to confidence that helps you partner, position, and bring positive impact.
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Estate Planning Summit 2024 For the past 11 years, the Greater Vancouver Advocis Chapter has put on this prestigious event for Financial Advisors, Accountants, Lawyers & Estate Planning Professionals to share ideas & network across professional silos for the day. Join us to be part of an event that presents unmatched insights, pioneering conversations, and effective networking opportunities.
With virtual and in-person options to attend, you can be assured to not miss any important conversation. |
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Shifting Mindsets - A Woman’s Reality
In the landscape of business, women often encounter distinct hurdles in leadership. How can we embody empowerment and authenticity amidst this? Explore the essence of Shifting Mindsets. Unveil how embracing your true self can reshape both your connections and inner journey. This workshop from Advocis Greater Vancouver caters to female professionals, from mid-level managers to senior executives, seeking to embrace a new mindset for success.
This exclusive event provides a unique opportunity to connect with female professionals, and stay updated on the latest trends in the financial planning landscape. Reserve your spot today to ensure you can participate in this invaluable workshop and luncheon. |
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CLU Update 2024 Advocis Vancouver Island, Greater Vancouver, 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.) |
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Check out our Eventbrite page for more upcoming Advocis Greater Vancouver events!
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Questions:
If you have any questions or concerns regarding this communication, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@advocischapter.ca |
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