The Greater Vancouver Chapter of Advocis Proudly Presents:

FINANCIAL PLANNING SUMMIT 2020
THURSDAY, MARCH 12 at FAIRMONT WATERFRONT

The Greater Vancouver Chapter of Advocis proudly presents the second Financial Planning Summit, an event for financial planners and advisors, taking place on March 12, 2020 at the Fairmont Waterfront Hotel.

The Financial Planning Summit 2020 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 include:

• Kim G C Moody FCPA, FCA, TEP
• Hugh Moncrieff 
• Jason Watt CLU, CD
• Melanie McDonald LL.B
• Trevor Parry M.A, LL.B, LL.M (Tax), CLU, TEP
• Brenda McEachern B.Comm., LL.B, TEP
• Maili Wong CFA, CFP, FEA
• Charlie Conron

CE and Ethics Credits will be available for this event.