12th Annual Advocis Estate Planning Summit 2024
It's that time of year again for the Estate Planning industry to get together for the annual Advocis Estate Planning Summit.
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.
Date:
Thursday, Oct 17, 2024
Location: - In-person at The Paradox Hotel, Vancouver
- Virtual Online for professionals in all Canadian provinces
Tickets on Sale Now:
In-Person
Virtual From Home, Office or Cruise Ship - Accessible in all provinces.
(Seriously, someone joined from a cruise ship last year!)
- Regular Virtual Admission - $125
Virtual Viewing Party (10 Tickets) - $1,000 - Host a 10 person viewing party at your office or boardroom location.
- Buy 10 tickets for your Staff, Advisors, Partners to watch at their home or office
Sessions:
- Money & Psychology: Understanding Your Client's Relationship with Money
- Estate Planning for Persons with Disabilities
- Unlock the Power of Choice: Take Your Client's Philanthropic Impact to the Next Level
- Common Estate Planning Pitfalls
- Putting Your Ducks in a Row: Making Smart Decisions Before You are Due
- Tax & Estate Planning Intricacies of Guaranteed Investment Solutions
- Succession Planning for the Professionals in the Room
- 30 Questions about Beneficiaries, Ownership, Contingent Beneficiaries, and Contingent Ownership
- The Role of the Executor
- Residential Real Estate Succession Planning in British Columbia
- Where There is a Will, There is a Way
- A Return to Fundamentals
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