Financial Planning Summit 2024 | Advocis Vancouver | 6 March 2024 | TBA, Vancouver

Venue
TBA
TBA, Vancouver

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Event Date Wed Mar 6 PST (9 months ago)
In your timezone (EST): Wed Mar 6 3:00am - Wed Mar 6 3:00am
Location TBA
Vancouver
Region Americas
Details

The Greater Vancouver Chapter of Advocis proudly presents the fourth Financial Planning Summit, an event for financial planners and advisors. The first event in 2018 sold out in 12 days so be sure to purchase your tickets in advance.

This summit 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.

Speakers

2024 Speakers

Jacqueline Knoblauch
CFP, CLU

BeiChen Lin
CFA, CPA

Benjamin Buckingham

Sanju Sukul
CPA, CA, TEP

Tony Lee
CPA, CA, TEP, LLM (Tax)

Joe Basque
CFP, CIM®

Luana Carcano
Ph.D

Eric Lidemark
CFP, CLU, CH.F.C., CHS

Saskia Vermeulen
CFP, CHS

Kaitlyn Berg
LLQP

Stephen Cheng

Sponsors & Partners

2024 Sponsors

DIAMOND EVENT SPONSOR:
Canada Life

BREAKFAST SPONSORS:
Home Equity Bank

SESSION SPONSORS;
Beneva
Humania Assurance
Maximizer

BREAK SPONSORS:
Empire Life
iA Financial Group

PROGRAM SPONSOR:
Financial Tech Tools