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  • Estate and Financial Planning Conference 2015

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2015 Estate and Financial Planning Conference

Location: 
Italian Cultural Centre, Vancouver
Date: 
Tuesday, October 20, 2015 - 7:30am - Wednesday, October 21, 2015 - 4:45pm

SHARING THE SANDBOX:
An integrated team approach to estate planning

Visit the official conference website.

Join us this October for the 4th Annual Estate Planning Conference in Vancouver! This two-day conference will feature a variety of case study and panel discussions as well as insights from the Vancouver estate planning community, including financial advisors, insurance advisors, lawyers, accountants, trust officers and charitable giving professionals. One such insightful presentation will be given by our key note speaker Tim Cestnick, FCPA, FCA, CPA(OL), CFP, TEP, President of WaterStreet Family Offices. 

We look forward to seeing you in October!

Register here.

Details

Date  Tuesday, October 20 & Wednesday, October 21, 2015
Time

Day 1: Tuesday, October 20
7:30 am – Registration and hot breakfast
8:30 am to 4:45 pm – Presentations (lunch provided)
4:45 pm – Wine and Cheese Reception

 Day 2: Wednesday. October 21
 7:30 am – Registration and hot breakfast
 8:30 am to 4:45 pm – Presentations (lunch provided)

Venue

 Italian Cultural Centre
 3075 Slocan Street,
 Vancouver, BC V5M 3E4
 MAP

 *FREE PARKING!
 Venue is also located only a six-minute  walk from Renfrew SkyTrain station!

Prices

No charge for Advisor and Advanced Season Pass holders.  Quarterly Pass holders receive a 15% discount.

Regular Member Pricing: $395.00 (After September 14th)

Regular Non-Member Pricing: $475.00 (After September 14th)

 

Regular Rate Junior advisors/assistants* attending with an advisor:
$159.00 – One day only
$222.00 - Both days
(After September 14th)

*Must be registered by advisor attending whole event. Please call the Advocis Vancouver office at 604-941-9657 to take advantage of this special rate.

Regular Rate Single day registration:
$254.00 for members
$306.00 for non-members
(After September 14th)

New Registration Category:
Receive a 10% discount when you purchase a table of 8!
Table of 8: $2,850.00


 Prices include GST - GST# - 128563152

Registration

Register here.

Quarterly Seminar Series Seasons Pass holders receive a 15% discount on registration for Planning School. Holders of this pass can register by contacting our office at [email protected] or 604-941-9657.

Seasons Pass holders have NOT been pre-registered for this event and do need to RSVP. Please register for the conference by contacting our office [email protected] or 604-941-9657.

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