Financial Planning Summit 2018 - Sold Out
Note: This event is now sold out.
The Greater Vancouver Chapter of Advocis proudly presents the first Financial Planning Summit, an event for financial planners and advisors, taking place on March 8, 2018 at the Hyatt Hotel in downtown Vancouver.
The Financial Planning Summit 2018 will be a fresh approach to professional development, providing an exciting educational and motivational experience within a vibrant and energetic environment.
Professionals in attendance will be exposed to best practices in all areas of financial planning, including estate, tax, risk and retirement planning. Guest speakers and representatives from outside the industry will also be featured to provide insight and expertise from diverse perspectives, creating a more holistic professional development experience.
Confirmed speakers and topics include:
- Jamie Golombek, CPA, CA, CFP, CLU, TEP – Keynote
- Amy Mortimore – Estate Planning
- Cindy David, CFP, CLU, FEA, TEP – Retirement
- Brent Joyce, CFA – Investments
- Keith Brown, CFP, CLU, CH.F.C, FEA, CExP – Risk Management
- Dave Faulkner, CLU, CFP – Planning Software
- Jos Herman, BComm, CPA, CA, CFP, TEP – Ethics
Joining these distinguished speakers will be the Financial Planning Summit Chair, Patrick Cziolek, B.Comm, CFP, CLU, TEP, CHS, who will conduct the opening and closing remarks and the Master of Ceremonies, Vince McKay, EPC, CPCA.
CE Credits will be available for this event including one (1) Professional Development Credit from the FPSC for CFP’s that attend the Ethics Breakfast.
View the sponsorship package for exhibitor, sponsorship and marketing opportunities.
featured Keynote speaker
Managing Director, Tax & Estate Planning , CIBC Financial Planning & Advice
Jamie Golombek is Managing Director, Tax & Estate Planning with CIBC in Toronto. As a member of the CIBC Financial Planning & Advice team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. He joined the firm in 2008 after 12 years with a global investment company, where he was involved in both internal and external consulting on all areas of taxation and estate planning. Jamie has also worked for Deloitte’s as a tax specialist in the Toronto office, where he specialized in both personal and corporate tax planning.
|Date||Thursday, March 8, 2018
Hyatt Regency Vancouver
|Prices||Early bird (Until February 15th):
Member $250 + GST
Non Member: $300 + GST
Table of 8: $1600 + GST
Regular Rate (After February 15th):
Events Pass holders: Advisor Series A and Advanced Series Events Pass holders will be pre-registered free of charge for this event. Please contact us if you will not be attending.
Agenda is subject to change.
Master of Ceremonies - Vince McKay, EPC, CPCA, Financial Advisor, Essential Financial