Past Events

Equally Prepared: Financial Planning for the LGBTQ+ Community

Location: 
Terminal City Club 837 W Hastings, Vancouver
Date: 
Wednesday, June 19, 2019 - 11:30am - 1:30pm
Equally Prepared: Financial Planning for the LGBTQ+ Community Wednesday, June 19th, 2019 Join Advocis Greater Vancouver for lunch and an open panel discussion on engaging the LGBTQ+ community in all aspects of financial and family planning.

Building Blocks for Success Conference

Location: 
River Rock Casino Resort, Richmond
Date: 
Thursday, June 6, 2019 - 8:00am - 4:00pm

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.

Speakers:

President's Seminar and AGM

Location: 
Fairmont Waterfront (Mackenzie Ballroom), Downtown Vancouver
Date: 
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

Location: 
Continental Seafood Restaurant, 11700 Cambie Road, Richmond BC V6X 1L5
Date: 
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

Location: 
Terminal City Club, 837 W Hastings St, Vancouver, BC
Date: 
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.

Advocis Greater Vancouver Fellowship Fraser Valley Luncheon

Location: 
Moxies Grill and Bar, 8828 201 Street, Langley, BC V2Y 0C8
Date: 
Wednesday, April 17, 2019 - 11:30am - 1:30pm

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

Take advantage of this unique opportunity to learn from someone who buys and sells books of business full time.

Speaker: Carolyn Ho
Title: Business Transition Specialist at Great West Life Co

Advisor Risk & Liability

Location: 
Brix Studio, Vancouver
Date: 
Tuesday, March 12, 2019 - 8:30am - 11:30am

Join us for the 2019 Advisor Risk & Liability Seminar taking place at Brix Studio in Gastown on March 12, 2019. This session will include three seminars:

Economics of Marijuana for Advisors Breakfast Seminar

Location: 
Terminal City Club, Downtown Vancouver
Date: 
Tuesday, February 5, 2019 - 8:00am - 10:30am

Hear from experts Steven T. Easton and Jason Trueman on how the marijuana industry will impact BC’s economy, from macro to micro. Investment analysts will shed light on the advantages and dangers of investing in this new commodity. Learn how legalization changes the insurance industry.

Advocis Greater Vancouver Seminar: The Design of Performance and Building Your Own Brand

Location: 
Terminal City Club, Vancouver BC
Date: 
Thursday, November 22, 2018 - 8:00am - 10:00am

Seminar by Executive Coach: Treya Klassen

Estate Planning Conference: Planning with Peers… a team approach to Estate Planning

Location: 
Italian Cultural Centre, Vancouver BC
Date: 
Tuesday, October 30, 2018 - 7:30am - Wednesday, October 31, 2018 - 4:30pm

Essential tips and tools to support your clients today and for generations to come.

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