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2017 Estate & Financial Planning Conference

Location: 
Italian Cultural Centre
Date: 
Tuesday, October 17, 2017 - 7:00am - Wednesday, October 18, 2017 - 4:45pm

Table for One

….Opportunities and Obstacles for Singles and Survivors

Please save the date for the Sixth Annual Estate Planning Conference, set to be held on Tuesday, October 17 and Wednesday, October 18, 2017. 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.

Attendees earned 12.5 CE credits for the conference in 2016.

Mark your calendars and look out for further details in the coming months!

Event Details

Date   Tuesday, October 17 & Wednesday, October 18, 2017
 
Agenda   Day 1: Tuesday, October 17
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 18
7:30 am – Registration and hot breakfast
8:30 am to 4:30 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   Early Bird Member Pricing: $376.95 (Valid until September 19th)
Regular Member Pricing: $395.00 (After September 19th)

No charge for Advanced Series and Advisor Series B Seasons Pass holders. Please RSVP via email.

Advisor Series A and Seminar Series Seasons Pass holders receive a 15% discount. Please see Registration section below for details.

Early Bird Non-member Pricing: $455.70 (Valid until September 19th)
Regular Non-Member Pricing: $475.00 (After September 19th)

Early Bird Junior Advisors/Assistants Attending with an Advisor*:
$141.75 – One day only
$204.75 – Both days
(Valid until September 19th)

Regular Rate Junior Advisors/Assistants Attending with an Advisor*:
$159.00 – One day only
$222.00 – Both days
(After September 19th)

*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.

Early Bird Single Day registration:
$236.25 – Members
$288.75 – Non-members
(Valid until September 19th)

Regular Rate Single Day registration:
$254.00 – Members
$306.00 – Non-members
(After September 19th)
 
Join us and bring your colleagues and/or peers:
Receive a 10% discount when you purchase a table of 8!
Table of 8: $2,850.00


Prices include GST (GST # 128563152)
 
Registration   Non-Seasons Pass holders: Register Online

Please register by 5 pm, October 12, 2017.
 
    Advisor Series A and 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 GreaterVancouver@AdvocisChapter.ca or 604-941-9657.

Season Pass holders have NOT been pre-registered for this event and do need to RSVP. Please register for the conference by contacting our office GreaterVancouver@AdvocisChapter.ca or 604-941-9657.

 

 

Register Online

CANCELLATION POLICY For a refund please provide 48 hours cancellation notice by emailing GreaterVancouver@AdvocisChapter.ca. No Shows will be billed unless 48 hours cancellation notice is given.

 

 


 

 

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