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What are the RIGHT questions?

Empowering Clients to Preserve and Share Family Legacies

Did you know that 70% of Canadians don’t have an estate plan in place?

This staggering statistic represents a powerful opportunity — not just for your clients, but for you as their trusted Advisor.

Join Rhona Konnelly for an exclusive seminar designed to help Advisors like you deepen client relationships, guide intergenerational planning with confidence, and lead meaningful legacy conversations that go beyond finances.

Seminar Highlights:
Why legacy means more than just money — and how to uncover what it truly means to your clients
How to bridge generations and align family priorities in your discovery process
Hands-on strategies from the Intergenerational Wealth Transfer Planning Toolkit to elevate your client service and grow your business

Don’t miss this opportunity to transform your approach to legacy planning.

June 19, 2025 @1:00 P.M. - 2:00P.M. PDT
LIVE on Zoom
Give your clients more than just financial advice. Help them build a legacy that lasts.

Presented by Rhona Konnelly!

Rhona Konnelly CLU, EPC, CPCA
Konnelly Consulting

Rhona is a trailblazer in Canada’s financial services industry, beginning her career with Sun Life Assurance in 1977—one of the first women to do so. With over four decades of experience in insurance, financial, and estate planning, she has held senior roles with top firms such as Investors Group, MD Management, and Edward Jones. In 1987, Rhona made history as one of the first women elected Chapter President of the Life Underwriter’s Association of Canada in Victoria. She holds a Chartered Life Underwriter (CLU) designation and has specialized in elder care planning through her EPC and CPCA certifications since 2005. A sought-after speaker and faculty member with the Canadian Initiative for Elder Planning Studies, Rhona is also a published author and 7-year MDRT member, including two Court of the Table honors. She continues to serve her community through TB Vets and CARP, advocating for aging Canadians and their families.

Register Early:
FREE for members!  ($25.00 for non-member tickets).

• Use your Advocis Membership ID to trigger the promotional discount in Eventbrite
• This event is pending 1 CE credit
• Registration closes on June 18, 2025 at 4:30 P.M. (PDT)

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Vancouver Island chapter at VancouverIsland@AdvocisChapter.ca

Advocis Vancouver Island
VancouverIsland@AdvocisChapter.ca
https://myadvocis.ca/chapters/vancouver-island/