Looking For CE This Summer?

Looking for CE Credits this summer? We've chosen a summer selection of four courses that can be purchased separately or in a bundle;

The four key areas critical for "Driving Client Value" today that Update 2017 will focus on:

1. The New Tax Rules – keeping current
2. Economic Trends Influencing Retirement Planning
3. Cash 'Ebb & Flow' in Retirement
4. Creating a Smooth Transition

Take the first step towards your Estate and Trust Administration Certificate today!

CETA1 is an online, self-study program and has been accredited for 30 CE credits by the Institute of Advanced Financial Education (I.A.F.E.)

The Society of Trust and Estate Practitioners (STEP) is the leading international organization for trust and estates professionals, and a preeminent provider of trust and estate education and professional development.

CETA 1: Foundations of Estate and Trust Administration is available on the Advocis Learning Centre. For more information, please visit: advocis.ca/ALC/STEP-Canada.aspx

March 11-14 Save the date!

Gaylord Opryland, Nashville, TN

LAMP, GAMA's annual Leadership and Management Program, is the financial services industry's premier annual meeting.

LAMP is where more than 3,000 field leaders and industry executives -representing more than 50 insurance, investment, and financial services companies from around the world- come to connect with colleagues, learn from the industry's best and brightest, and reinvigorate themselves for the coming year. It’s an annual must for those field leaders who are serious about working on their business, not just in it.

As a sample of what to expect… watch some of our 2017 sessions. https://vimeo.com/channels/lamp17/216223654

GAMA International Canada is the only association dedicated to providing networking opportunities and promoting the professional development needs of management in the financial services industry. GAMA International's mission is:

• Offer world-class education and training RESOURCES to members.
• Provide opportunities for members to build RELATIONSHIPS with peer professionals.
• RECOGNIZE members for achieving standards of excellence in distribution management.
• Promote growth through industry LEADERSHIP opportunities.

Who Should Join?

You cannot afford to miss out on the learning and networking resources that GAMA International Canada provides if:

• You are in a leadership role within the financial services industry
• Your role involves any of the following key concepts:
  • Coaching & Leadership
  • Business Development (including sales, marketing, practice management, compliance and technology)
  • Training & education
  • Recruitment & selection

GAMA Canada membership is included within Advocis membership in the Manager level. http://www.advocis.ca/forAdvisors/categoriesFees.html

To switch your Advocis membership to this category, simply complete the following change of category form: http://www.advocis.ca/pdf/2016-Change-of-Membership-App.pdf

Advocis thanks our 2017 Corporate Partners and Sponsors

To find out more about Corporate Partnership levels and benefits, please contact Celia Ciotola, Director, Business Development.