Advocis

A new year is upon us, and we are excited to announce many dates and events planned already. More details to come, but please mark your calendars with the information below! Group Insurance Day: Thursday, January 28th ARMED, Advisor Risk Management Education Day: Thursday, February 25th International Women’s Day: Monday, March 8th... Spring Conference Series: Thursdays, April 22nd, 29th, May 6th and 13th. Update 2021: Wednesday, May 19th & Thursday, May 20th Financial Assistant Seminar: Thursday, June 10th Membership Appreciation: Wednesday, September 30th Fall Conference: Thursday, October 14th Financial Literacy Lunch & Learn: Thursday, November 4th Update 2021: Thursday, November 18th . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #Advocis2021 #event #eventplanning See more

Did you know that Advocis has a Book Club? We are building a new community exclusively for members! With good news about treatments for COVID-19 on the horizon, it feels like the end-of-year resolutions we are all so fond of making (and breaking!) are impacting us a little differently this year. More than ever, we want to make the choices that will help us live life to the fullest once life as we know it returns. The first Book Club selection will be The Power of Habit: Why W...e Do What We Do in Life and Business, by Charles Duhigg. Join by January 14th for a chance to win your copy! Link in the comments to register and join the club. . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #technology #reading #books #bookclubs

Have you ever felt overwhelmed by technology, or not sure what platform is right for you, among the masses of options out there? As we head into the New Year, we are pleased to let you know that The Technology Task Force has released the inaugural version of its Digital Catalogue, exclusively for Advocis members! With DigiCat, TTF members have leveraged their expertise to curate this collection of their favourite digital tools - including CRM, calendarization and financial p...lanning software. The goal of this project is to help Advocis members identify and pinpoint the tools that can up-level their practice. Log into your Advocis Account for the full bulletin! . . . . #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #technology

The Advocis Winnipeg Chapter is wishing you safe and happy Holidays, and a very Happy New Year! See you in 2021!

Congratulations to 2020 GAMA International Canada Award recipients for the following categories: The National Agency Achievement Award (NAA), The National Management Award (NMA) and The National Agency Builder Award (NBA), and a special congratulations to local recipients, Kris Kubin, Adam Powell, Matthew Lane, Darren Rosenberger and David McPhee . . . .... #advociswinnipeg #advocis #winnipeg #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #advocisnews #financialservices #financial #insurance #investments #financialadvisor #canada #financialliteracy #manitoba #winnipeg #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #video #socialmedia #2020 #GAMA #GAMAawards See more

The Advocis Winnipeg Chapter wishes to highlight, recognize and show appreciation to our wonderful sponsors. Today we would like to highlight Gold sponsor, BMO Insurance! Thank you for your support of Financial Advisors in Winnipeg and of this Chapter, we appreciate it very much. . . . .... #advociswinnipeg #advocis #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #insurance #investments #canada #financialliteracy #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #podcast #webinar #COVID19 #sponsor #sponsorappreciation #BMO #BMOInsurance See more

As part of Financial Literacy Month, we will be holding a Financial Literacy Forum Round Table discussion on Wednesday, November 25, 2020, at 9:00 A.M. (CST). Many of us have been working remotely a great deal. With that we have less opportunity for impromptu discussions with colleagues when we can share ideas and what we are experiencing. This event will provide us with such an opportunity. With COVID-19 still very much affecting our day-to day lives, has there been a shift... in emphasis or new areas of concern by your clients? Is there even more emphasis on financial literacy in your workday than you may have noticed in the past? Have you made changes in the services you deliver related to financial literacy because of COVID-19? This webinar is complimentary to both Members and Non-Members. Register below! . . . . #advociswinnipeg #advocis #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #insurance #investments #canada #financialliteracy #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #podcast #webinar #COVID19 #financialliteracy #FINLIT #financialliteracymonth

Join us on November 18th & 19th at 10:00 A.M. CST as the Advocis Winnipeg, Advocis North Central Saskatchewan, Advocis South Saskatchewan and Western Manitoba chapters present Update 2020! NOTE: This is an encore presentation of the Update held in May, so if you attended in May you will not be able to earn additional CE credits for attending in November. As a benefit of membership, you are entitled to view this webinar at a discounted rate of $125.00 per ticket ($200 per ti...cket for non-members). Use your Advocis Membership ID to trigger the promotional discount in Eventbrite. Click on the link to Register! . . . . #advociswinnipeg #advocis #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #insurance #investments #canada #financialliteracy #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #update #update2020 #advocisupdate

Advocis held an advisor poll on how financial literacy and the pandemic connected in 2020 within their practices, receiving responses from just under 600 Advocis members across Canada. . . . .... #advociswinnipeg #advocis #financialadvisors #insurance #investments #livingbenefits #advociswinnipegchapter #insurance #investments #canada #financialliteracy #speaker #sponsors #advocisnational #advocisboard #CLU #CFP #CHS #Advocischapters #advocismembership #advocismember #podcast #webinar #COVID19 #FINLIT #financialliteracymonth #FAFA #FLM2020 See more

On this Remembrance Day, let us remember who have served and who continue to serve. We thank you.

Week 2 of Financial Literacy is upon us! Have you seen the article written by Robyn K. Thompson, CFP? It's more vital than ever to start educating our kids at a younger age about how to navigate their financial well-being. Robyn shares her thoughts and tips with us in the article below about how we can get started! . .... . . #advociswinnipeg #advocis #financialadvisors #insurance #investments #livingbenefits #insurance #investments #canada #speaker #sponsors #advocisnational #CLU #CFP #CHS #advocismembership #advocismember #podcast #webinar #COVID19 #financialliteracy #FINLIT See more