May, 2019

President's Seminar and AGM

Fairmont Waterfront (Mackenzie Ballroom), Downtown Vancouver
Thursday, May 16, 2019 - 8:00am - 10:45am

Get STACKED! How the Advisor Tech Stack is changing the client experience

Advocis Greater Vancouver Fellowship Richmond Luncheon

Continental Seafood Restaurant, 11700 Cambie Road, Richmond BC V6X 1L5
Wednesday, May 15, 2019 - 11:30am - 1:30pm

TOPIC: Succession Planning for Advisors – Current Trends and Common Gaps

PRESENTER: Carolyn Ho, Business Transitions Consultant at GWL Great West Life

Advisor succession planning is an important part of our industry as more and more advisors transition into retirement.

Financial Assistant Seminar

Terminal City Club, 837 W Hastings St, Vancouver, BC
Thursday, May 9, 2019 - 12:30pm - 5:00pm

Hello Administrative Dynamos! We are very excited that you will be joining us for our Vancouver Chapter's first Financial Assistant Seminar.

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