| Advocis Rewind: January-March
We’re midway through 2024 and we’ve already had a highly eventful year! We want to thank you for your continued support by joining us at the events, sharing your feedback, and engaging with us via email and social media.
Here’s a quick rundown of our first three months of 2024 together at Advocis Greater Vancouver:
January: Year-End Tax Planning + Tax Rate Update
We kicked things off with a much-needed, insightful session on year-end tax planning and tax rate update for 2024 by Jay Goodis. |
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February:
FHSA & Retirement Planning
We had a wonderful session with John Li on FHSA and Retirement Planning, where John joined our Board members Angelina Hung and Wai-Ke Kim to discuss and help our audience navigate all the nuances of a First Home Savings Account. |
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March:
Financial Planning Summit
The Financial Planning Summit was our biggest event this year! Held at Fairmont Waterfront Hotel, the FPS attracted the brightest minds of Canada’s financial planning landscape. The Financial Planning Summit was an oasis for exchanging ideas, updates, and engaging in dialogue about tax, estate planning, and ethics. Our speakers, sponsors, attendees, and volunteers, made this event a highlight of our year. |
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Ethics & Professional Responsibility
Ethics & Professional Responsibility was another virtual event from March! In this session with Sean Carey, we explored the importance of adhering to a Code of Professional Conduct, the enforcement mechanisms employed by the Institute for Advanced Financial Education, and the symbiotic relationship between ethical standards and the well-being of both financial planners/advisors and consumers.
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We hope you enjoyed these informative events by distinguished speakers from the financial planning industry. If you loved the ideas and discourse from our previous events, you'll love our upcoming events, too! Check out our Eventbrite Page to register for our upcoming events.
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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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