Advocis Timmins

https://www.youtube.com/watch?v=97fxHevk2sA

Update 2021: The Advocis Ottawa chapter is pleased to host Update 2021- Open to the Future! Join us for both 2 half-day sessions on October 14, 2021, 9:30 A.M. to 12:15 P.M. (EDT) & October 15, 2021, 9:30 A.M. to 12:15 P.M. (EDT) Advocis Ottawa is pleased to invite its North East Passport holders and chapter peers (North Bay, North Western Ontario, Sault Ste. Marie, Cornwall, Sudbury, Timmins and St. Lawrence-Rideau). Members and non-members across the region and the country... are welcome to attend. As a benefit of membership, you are entitled to view this webinar for $125 +HST ($200 +HST for non-members and Free for North East Ontario Passholders): Use your Advocis Membership ID to trigger the promotional discount in Eventbrite. 2021 Program Passport holders can view this webinar for FREE. Please enter your promo code to unlock your complimentary ticket. Click on this link to register: https://www.eventbrite.ca/e/advocis-ottawa-update-2021-open

https://www.eventbrite.ca/e/advocis-coffee-talks-avoiding-s

Update 2021: Join the Advocis Cornwall Chapter on Friday, October 15, 2021, at 9:00 A.M. (EDT) as they host Update 2021- Open to the Future. Advocis Cornwall is pleased to host this event and invites its North East Passport holders and chapter peers (North Bay, North Western Ontario, Sault Ste. Marie, Ottawa, Sudbury, Timmins and St. Lawrence-Rideau). Members and non-members across the region and the country are welcome to attend.... As a benefit of membership, you are entitled to view this webinar for $125 ($200 for non-members). Use your Advocis Membership ID to trigger the promotional discount in Eventbrite. 2021 Program Passport holders: Please enter your passholder promotional code to unlock your FREE registration. If you have not received it, please contact either your chapter or [email protected]. Register here: https://www.eventbrite.ca/e/advocis-cornwall-update-2021-op

Gift Planning Fundamentals for Professional Advisors: Empowering Client Philanthropy Advocis is proud to announce a new partnership with the Canadian Association of Gift Planners to bring advisors discounted access to the highly engaging Gift Planning Fundamentals for Professional Advisors: Empowering Client Philanthropy course. Join us for a two-day online course presented by Paul Nazareth, MFA-P, CAGP on Wednesday, October 6 AND Thursday, October 7, 2021. ... The Empowering Client Philanthropy course is offered over two half days and will provide you with three key benefits: 1. Strategies to help you engage more deeply with existing clients and add value to them as a philanthropic advisor; 2. Tips to grow your book of business and connect with new clients through the philanthropic conversation; 3. A better understanding of new trends in client philanthropy This course has been approved by The Institute for 6.5 CE credits and 6.5 hours of MFA-P recertification credits. Course Fee: CAGP Members: $425 Advocis Members: $425 Non-members: $475 Click this link to register: https://www.cagp-acpdp.org/en/GPF_Advisors

Advocis Regulatory Affairs Symposium 2021 Join us on Tuesday, November 16, 2021, at 1:30 P.M (EST) for our 13th Annual Advocis Regulatory Affairs Symposium! Symposium provides a platform for financial advisors, regulators and corporate executives to discuss and debate their perspectives on key regulatory issues facing the sector. With representation from a diverse array of panelists, Symposium offers you the opportunity to witness an exchange of ideas between leading thinkers.... Due to COVID-19, Symposium 2021 will once again be held online as a virtual event. This year's Symposium will feature two panels and a keynote speaker: InsurTech: Changing Business Dynamics will discuss the growth and integration of technology from the perspective of three major insurance carriers. Client-Focused Reforms: The Final Countdown will take a critical look at the CFRs and their implications for the advisor-client relationship. Jennifer Botterill, Broadcaster & Three-Time Olympic Medalist, will highlight the importance of being resilient when work and life environments change. As a benefit of membership, you are entitled to attend this webinar for $35.00 ($45.00 for non-members). Use your Advocis Membership ID as the promotional code to trigger the discount in Eventbrite. Click on this link to register: https://www.eventbrite.ca/e/advocis-regulatory-affairs-symp

Product & Industry Trends in 2021 Join Advocis Ottawa on Thursday, September 16, 2021, at 9:30 A.M. (EDT) for our PD Day Webinar Series #4, Product & Industry Trends in 2021, featuring Shant Menasian, Regional Sales Director of La Capitale, and Jim Virtue, President, and COO, of PPI. Advocis Ottawa is pleased to host this event and invites its North East Passport holders and chapter peers (North Bay, North Western Ontario, Sault Ste. Marie, Cornwall, Sudbury, Timmins and St.... Lawrence-Rideau). Members and non-members across the region and the country are welcome to attend. As a benefit of membership, this event is $10 + HST for Advocis Members, (Non-members for $25 + HST). Use your Advocis Membership ID to trigger the promotional discount in Eventbrite. North East Ontario passholders. Please enter your passholder promotional code to unlock your FREE registration. If you have not received it, please contact either your chapter or [email protected]. Click here to register: https://www.eventbrite.ca/e/advocis-ottawa-pd-day-webinar-s

Be Part of the Sales Event of the Year for Life Insurance Advisors! Canada Sales Congress - Tools of the Trade... Livestream event to take place on the Insurance Portal October 20 & 21, 2021 Advocis members benefits from a discount. $259 instead of $299. Use promo code CSCADV21 Click on this link to register: https://insurance-portal.ca/csc2021/register/

Long Term Care Planning Client Conversations Webinar Join Karen Henderson, Founder and CEO of the Long Term Care Planning Network and Margaret Egan, Founder and Managing Director of strategy consultants Sinclair Barnes Limited on Wednesday, September 15, 2021, at 11:00 A.M (Eastern). Karen and Margaret have collaborated on an ongoing study on how financial advisors work with their clients to create plans for their long term care needs. They will be happy to answer your questi...ons and in turn, will be interested to hear about your experiences. They will discuss: The long term care system today The long term care system going forward How these changes will help advisors reframe client conversations and generate client demand for creating effective financial plans to fund their care years Case studies and examples to make client conversations about long term care planning easier. As a benefit of membership, Advocis Members are entitled to view this webinar for $40.00 + HST ($60.00 + HST for Non-members). Use your Advocis ID as the "Promo Code" to unlock member tickets. This webinar has been accredited for 2.0 CE credits. To register, click on the link below: https://www.eventbrite.ca/e/advocis-national-presents-long-

Another great talks! https://www.eventbrite.ca/e/coffee-talks-quantamental-inves

https://luminohealth.sunlife.ca//Helping-you-and-your-kids

PROGRAM PASSPORT now available for Advocis members across the Ontario North East Region! Members are invited to purchase our 2021 regional program passport for $150 Access these 3 valued programs essentially for the price of one:... Update 2021 Making Choices APA Risk Management Register today to take advantage of this passport opportunity for $150! Sign up here Package benefits VALUE SAVINGS Save 20% off the total cost to normally attend these 3 programs! Earn up to 18 CE including 1.5 ethics CE with 1 professional responsibility credit Qualify for 5% off your E&O with Advocis Broker Services with completion of the APA Risk Management program MORE FLEX FOR YOU With your regional passport you gain the flexibility to attend any offering of Update 2021, Making Choices and Risk Management hosted by Advocis chapters across the Ontario North East throughout 2021 - which includes these 8 chapters: Ottawa Cornwall Sault Ste Marie Sudbury Timmins & District Northwestern Ontario North Bay St. Lawrence Rideau Here are dates scheduled so far under this regional passport (additional dates to be added): March 4 APA Risk Management April 15 Making Choices June 16 APA Risk Management June 17 Update 2021 Oct 14 &15 Update 2021 (program split over two-days) Nov 5 Update 2021 Register today to take advantage of this passport opportunity for $150! https://www.advocis.ca/chapters/ChapterEventDetail.aspx ADDITIONAL PROGRAM NEWS FROM OUR CHAPTER! In addition to this passport opportunity, Advocis Timmins & District is working collaboratively with our chapter peers across the region on overall program planning for 2021. With the continuing pandemic, we are all exploring virtual event options which has presented us with the ability to bring you more events virtually, together! We’re excited by this collaboration and how this will help to expand your access to attend and learn from great speakers on a variety of topics. As a member of our chapter, you will be eligible for member pricing across our entire region. So keep an eye out for email and social media promotions for a full year’s worth of events we are collaborating on and we hope you’ll join in! Questions for us? We welcome your questions, ideas and suggestions! Please contact us at [email protected].

Canada Life Wealth / Insurance Update Please join us on Wednesday, January 27, 2021 at 1:00 P.M EST, for a wealth and insurance session brought to you by Canada Life. This is an interactive learning session that will give you simple tips and ideas. This event is hosted by Advocis Sault Ste Marie, in partnership with the chapters of the Ontario North East region.... As a benefit of membership, you are entitled to view this webinar for Free ($10 for Non-members). Use your Advocis ID as the promo code to trigger the member ticket Click here to register: https://www.eventbrite.ca/e/advocis-sault-ste-marie-canada- If you have any questions or concerns regarding this event, please reach out to Advocis Sault Ste.Marie at: [email protected]

Coffee Talks - Tuesday January 12, 2021 11:00 AM 11:30 AM EST Coffee Talks is a webinar series by Advocis featuring 30-minute talks on subjects of interest for advisors. Exclusive to Advocis members.... 2021 Series - Episode one: Building Your Business with The Power of Diversity, Inclusion, Belonging and Equity (DIBE) In May of 2020, the death of George Floyd became a pivotal moment in how individuals and organizations address themselves to the realities of systemic racism and inequality. Join us on January 12th at 11:00 am EST for a Coffee Talk with Dean Delpeache, Director, Consulting at Strasity, as he provides insight into how systemic discrimination harmfully impacts financial advisors, and tells you more about how you can contribute towards meaningful change. As always, Coffee Talks is exclusive to Advocis members only. Register today to reserve your spot! https://www.eventbrite.ca/e/advocis-coffee-talks-building-y This episode of Coffee Talks has been approved by The Institute for 0.5 CE credits.