May, 2011

Quarterly Breakfast Series - Thursday, March 27

Location: 
Eaglequest Coyote Creek Golf Course, Surrey
Date: 
Thursday, March 27, 2014 - 8:15am - 12:00pm

Join us at the Eaglequest Coyote Creek Golf Course, Surrey for our second quarterly breakfast of 2014.

Advocis Vancouver Pub Night

Location: 
Mill Marine Bistro
Date: 
Tuesday, January 28, 2014 - 5:00pm - 7:00pm

The Chapter is excited to present the opportunity for our members to meet National President & CEO Greg Pollock, Chair Harley Lockhart, CFP, CLU, CH.F.C. and the rest of the TFAAC Board. Please join us for an enjoyable social evening with your industry leaders at the Mill Marine Bistro in Coal Harbour, Vancouver.

Update 2013 Winter Session - Tuesday, December 17

Location: 
Online or in person in Vancouver
Date: 
Tuesday, December 17, 2013 - 8:30am - 4:30pm

Caution and Confidence: Effective Financial Planning Strategies for Today's Aging Clients

Update 2013 addresses how to implement financial plans when technical changes continuously affect products and services. You'll listen to our experts' advice on effective strategies in dealing with these changes.

Quarterly Seminar & Festive Lunch - Thursday, December 5

Location: 
Terminal City Club, Vancouver
Date: 
Thursday, December 5, 2013 - 9:00am - 10:00am

Join Advocis Greater Vancouver at the Terminal City Club for a Festive Lunch and Seminar before the holidays. This will be a great opportunity to get together with fellow members and colleagues while earning some additional CE credits before the end of 2013. New this year: we will have a cash bar available at lunch.

Pub Night in Langley and Vancouver

Location: 
Shark Club, Langley & Mahony and Sons Burrard Landing, Vancouver
Date: 
Thursday, November 21, 2013 - 4:00pm - 7:00pm

On November 21 Advocis Vancouver will be running concurrent pub nights in two locations: Langley and Vancouver. 

Update 2013 Fall Session - Thursday, November 14

Location: 
Brix Studio
Date: 
Thursday, November 14, 2013 - 9:00am - 10:00am

Financial Advisors and Planners Professional Practices Review

Attend in person in Vancouver or online via live webinar

Caution and Confidence: Effective Financial Planning Strategies for Today's Aging Clients

2013 Estate and Financial Planning Conference

Location: 
Italian Cultural Centre, Vancouver
Date: 
Tuesday, October 29, 2013 (All day) - Wednesday, October 30, 2013 (All day)

The annual Estate and Financial Planning Conference will take place this October 29 and 30. This is a conference designed to benefit the whole estate and financial community—including financial advisors, accounting and legal professionals—that you won't want to miss!

Protect Your Practice

Location: 
Support Services Unlimited
Date: 
Thursday, October 10, 2013 - 8:30am - 12:00pm


Using Best Practice and E&O to Protect Your Practice against claims
 

SESSION FORMAT

A 2-hour facilitated seminar with:

Expert video interviews covering:

Quarterly Morning Seminar Series & AGM - Thursday, September 19, 2013

Location: 
Eaglequest Coyote Creek Golf Course
Date: 
Thursday, September 19, 2013 - 9:00am - 10:00am

Don’t miss the first Advocis Vancouver breakfast after the summer break!  This session will provide an array of tools and tips on how to utilize technology to maximize your online presence and build your practice.

Speakers:

Jason Lindstrom, BBA
Managing Partner, Advisor Websites

Topic: Maximizing your online presence

Advocis Vancouver Tim Reynolds Legacy Golf Tournament for Cystic Fibrosis

Location: 
University Golf Course, Vancouver
Date: 
Thursday, July 18, 2013 (All day)

Advocis Vancouver Tim Reynolds Legacy Golf Tournament For Cystic Fibrosis offers a fun day of 18 holes of golf complete with power carts, tokens for the driving range, prizes, a BBQ lunch and a fabulous dinner all while raising money for Cystic Fibrosis Canada. This popular tournament is known to sell out fast so don't delay!​

Website Design For Financial Services Professionals | Copyright 2014 AdvisorWebsites.com. All rights reserved