Tentative 2019 Events Schedule
*The event dates below are subject to change.
Advisor Risk & Liability
Members $72.45 | Non-Member $87.15
March 12, 2019 | Brix Studio, Vancouver
Protect yourself and your business in today’s industry environment. Past topics include selecting the right E&O, building a protected practice and cyber privacy and liability.
Registration is now closed. Spring Update 2019
Member $187.95 | Non-Member $262.50
April 24, 2019 | Brix Studio, Vancouver (or by webinar)
Join the all-day interactive in-person/webinar session where you learn the latest tax and estate planning guidelines direct from industry experts nationwide. Work with your peers virtually on complex case studies. Further free home study is available after the session. Up to 12 total CE credits!
Registration Open Financial Assistant Seminar
$45 + GST
Thursday, May 9, 2019 | Terminal City Club
Sales and marketing assistants are encouraged to join this exciting first annual development half-day session focusing on CRM efficiencies, client management, best practices sharing and peer networking.
Registration open! President’s Seminar and AGM
Member $69 + GST | Non-Member $83 + GST
May 16, 2019 | Fairmont Waterfront Hotel, Downtown Vancouver
Learn about innovative practice management solutions, local economic news and best practices that relate to your business. Past speakers at the President’s Seminar have included leading experts on: Real Estate Outlook in BC, Economic Forecasts, Digital Marketing for Advisors and Cryptocurrency.
Registration open! Building Blocks for Success Conference
Member $199 + GST | Non-Member $275 + GST | Table $1592.00 + GST
June 6, 2019 | River Rock Casino Resort, Richmond
This one-day event is the premier place to learn industry leader’s best practices. From client discovery to analysis, to client recommendations, this event will build upon your planning knowledge to ensure your practices are industry best.
Member $179 + GST | Non-Member $250 + GST
September 2019 | Brix Studio, Vancouver (or by webinar)
Join the all-day interactive in-person or webinar session where you learn the latest tax, insurance and estate planning guidelines direct from industry experts nationwide. Work with your peers virtually on complex case studies. Further free home study is available after the session. Up to 12 total CE credits!
Estate Planning Conference
Member $425 | Non-Member $495
October 29&30, 2019 | Two days - Italian Cultural Centre
The flagship two-day Annual Estate Planning Conference is Western Canada’s leading venue to learn the tax and legal considerations of estates, wills, and insurance at death. Learn about the latest court challenges and apply your knowledge to complex case studies. Participate in the evening reception to network with your industry peers. Up to 10 + CE credits!
Year End Seminar
November 2019 | Details TBA
Learn about innovative practice management solutions, local economic news and best practices that relate to your business. Past speakers at the Year End Seminar have included leading experts on: Real Estate Outlook in BC, Presenting Professionally to Audiences, Economic Forecasts, Digital Marketing for Advisor Businesses and Email Management Solutions.
Fellowship Events throughout the year
Fellowship events provide an opportunity to network with peers in a relaxed environment. At luncheons in Vancouver, Abbotsford and Richmond with industry keynote speakers, enjoy learning how your fellow advisors have excelled in their business – challenges they encountered and opportunities they created. Fellowship also hosts exciting family events with the Whitecaps and Vancouver Canadians.
Advocis Greater Vancouver is committed to providing professional development and networking opportunities for our membership. Our events are designed to bring like-minded professionals together to collaborate and share their expertise and experience with one another. Please join us at these events.
Registration Open. Fraser Valley Luncheon
April 17, 2019 | Moxie's Grill and Bar
Registration Open. Richmond luncheon
May 15, 2019 | Continental Seafood Restaurant in Richmond
Registration Open. LGBTQ luncheon
June 19, 2019 | Terminal City Club
Registration Open. Canadians Game
July 25, 2019 | Nat Bailey Stadium
October 6th | BC Place
Events Pass 2019
Register for the 2019 Events Pass Program today and enjoy these benefits:
- Save up to 30% off your regular ticket price.
- Accepting monthly payments via credit card.
- Pre-registration for certain events.
- Event tickets transferrable if you are unable to attend.
- Unique and exclusive speakers that impact your business