Jumpstart 2025 with Advocis Events!
Submitted by Krishan on January 3, 2025 - 12:00pm
Printer-friendly version
PDF version |
| Jumpstart 2025 with Advocis Events! Advocis Chapters are pleased to invite you for upcoming events across the country. Our goal is to offer enriching learning experiences, and we invite all to register and be part of these valuable opportunities! |
|
|
| In-Person Events: Discover the upcoming events in your British Columbia region. |
|
|
|
| January 23, 2025
Location: Kelowna Yacht Club
Tax Expert Kim Moody & 'Battle of the Lawyers' - Estate Litigation Showdown!
Watch top-tier professionals deconstruct wealth management strategies that can transform how you approach high-net-worth client solutions. This cutting-edge event promises to deliver insights into tax strategies, legal complexities, and strategic financial planning—with limited seats guaranteeing an intimate, high-impact experience. |
|
|
| Additional Virtual Events: Explore virtual learning opportunities across the Advocis network |
|
|
|
January 16, 2025 - Advocis Durham Region hosts Kickoff 2025:
- Get ready for your best year yet! Whether your goals are personal, business related or something altogether different, put your best foot forward for an amazing start with your peers, and guest presenters Advocis CEO, Kelly Gorman; Jack Mazakian, Vice President of Advocis Broker Services; and David Hutchison of Equitable Life.
January 23, 2025
- Advocis Toronto's Legal Series 2025:
- Navigate the legal intricacies that underpin financial planning with guest speaker Patrick Uzan, Vice President, Planning Services at PPI Advisory. Discover the tax implications of different life insurance ownership and beneficiary structures in the corporate market. Learn how to navigate CRA interpretations and case law to avoid tax pitfalls while achieving your financial goals.
January 23, 2025 February 27, 2025 - Advocis Toronto's Tax Updates 2025:
- Start the year off right as we review the top tax strategies for 2025, including tips for filing 2024 returns, along with potential tax changes that could be introduced for the coming year.
|
|
|
For over 50 years, Advocis Schools have provided financial services professionals with premier learning and networking opportunities in some of the most beautiful locations in Canada. Each Advocis School is unique — from their line up of outstanding industry-leading guest speakers and the valuable networking opportunities with old and new peers alike, to the exciting evening social events capitalizing on what the picturesque surroundings have to offer. - Gain new business insights
- Engage in a community of like-minded professionals
- Share critical thoughts on the industry
- Strengthen individual practices
Learn more and register for upcoming Advocis Schools! |
|
|
| Explore Full Calendar of Events: |
|
|
|
Your development matters to us! In addition to the above events, be sure to explore our full Events Calendar. NEW events added almost daily!
Advocis members: reminder that you can access any Advocis event across Canada at member pricing! |
|
|
|
|
|
Questions: Please reach out to the host chapter with any questions about their upcoming events. |
|
|
Advocis, The Financial Advisors Association of Canada
events@advocis.ca
Our mailing address is:
10 Lower Spadina Ave., Suite 600, Toronto, ON M5V 2Z2
|
|
|
|
|
|
