2018 Ladies Luncheon
Please join us for the annual Ladies Luncheon Tuesday, October 16th to enjoy a business and networking event for women. Our speakers for this event are Julia Chung and Sogol Clark, two financial industry stars speaking from a female perspective.
- Overcoming challenges in building your business: stories from Julia Chung and Sogol Clark about how they built their careers, manage change, what they wish they'd known sooner, and how they adapt to disruption in the financial services industry.
- Best practices for working with women and their investment portfolios.
- How to partner with collaborative professionals to grow your practice and manage complex planning concerns.
- How women advisors can support each other through collaboration and mentoring – without taking away from their own businesses.
We are hosting this year’s lunch at Chambar – one of the best restaurants in Vancouver. You are in for a delicious treat. Included in your ticket price is a 3-course lunch menu. You will make your menu selection on arrival. View the pre-set menu here.
This year’s event has a limited capacity. There are only 60 tickets available for this event.
About the SpeakerS
Director, Wealth Sales at Sun Life Financial
Sogol is passionate about helping advisors grow their business and achieve long-term success.
She has more than a decade of experience in the financial services industry, working with Investment Industry Regulatory Organization of Canada (IIROC), Mutual Fund Dealers Association (MFDA) and insurance advisors.
Sogol began her career working at a major Canadian bank. Following that, she joined Standard Life in November 2004, where she spent 10 years working as an investment wholesaler and directly supporting advisors. Her strong background in sales and investments is a valuable asset to the team and allows her to offer effective value-added programs and practice management support for advisors.
Sogol earned a Bachelor of Arts in Economics from the University of British Columbia.
Partner & Senior Financial Planner at Spring Financial Planning
Julia is a fee-for-service, advice-only financial planner, and leads the team at Spring Plans. With over 20 years in the financial services industry, she has spent the past six years providing financial and estate planning as a standalone service for clients across Canada. Julia is also the co-founder and CEO of Admin Slayer, a virtual assistant services company and the co-author of three ebooks: Women & Money, The Art of Delegation, and The Entrepreneur's Survival Guide.
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.