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 Upcoming Events! 

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.

Ticket sale closes soon!

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 6, 2025: 1-Hour Essential Study Prep

With over 30 years of experience in the banking, insurance, and finance industries, Becky will help you prepare for exams by answering your questions, providing valuable study tips, and sharing effective exam strategies.

This session is for anyone that’s preparing for:

• LLQP
• IFIC
• CSC
• PFA
• CFP
• CLU

We will provide guidance through challenging topics such as Taxation and Time Value of Money (PV and FV), offering the support you need on any questions you might have. This is a unique opportunity to gain insights from an industry expert, enhance your exam readiness, and network with fellow aspiring financial planners.

Please note: All questions must be submitted via the Google form below by April 29, 2024

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