Financial Planning Summit
Event Agenda
April 3, 2025
Agenda
| Time | Topic | Speaker | Company |
|---|---|---|---|
| 7:30am - 8:00am | Registration & breakfast | ||
| 7:50am - 8:00am | Opening remarks | Wai-Ke Kim | Jeny Yeung | Worldsource Wealth | RBC Wealth Management |
| 8:00am - 9:00am | Ethics and professional Responsibility | Jacqueline Knoblauch | Raymond James |
| 9:00am - 9:45am | Navigation 2025 | BeiChen Lin | Russell Investments |
| 9:45am - 10:00am | Break | Sponsored by Empire Life | |
| 10:00am - 10:45am | Living health underwriting | Dr. Bruce Empringham | Canada Life |
| 10:45am - 11:30am | Halfway through the game | Michelle Munro | Fidelity Investments |
| 11:30am - 12:15pm | What's under the hood of Par? | Erik Hamar | RBC Insurance |
| 12:15pm - 1:00pm | Lunch | ||
| 1:00pm - 1:15pm | Advocis Update | Suzanne Durnan | Advocis |
| 1:15pm - 2:00pm | Live podcast: Protect Your Retirement Plan & Dream | Rehan Bhanji, Petra Ross, Chris George, Marc Schouten | Desjardins |
| 2:00pm - 2:45pm | Panel Discussion: Building a sustainable and thriving practice | Rose Nguyen, Brad Brain, David Eng, Christie Coltman, Felicia Lee | Empire Life |
| 2:45pm - 3:00pm | Break | ||
| 3:00pm - 3:30pm | Putting your ducks in a row | Gillian Wong | Dignity Memorial |
| 3:30pm - 4:00pm | Insurance Council of BC Regulatory | Janet Sinclair | Insurance Council of BC |
| 4:00pm - 4:45pm | AI for Financial Advisors | Dave Faulkner | EVAD |
| 4:45pm - 5:00pm | Closing Remarks | Wai-Ke Kim, Jeny Yeung | Worldsource Wealth | RBC Wealth Management |
Ethics and Professional Responsibility
At the Financial Planning Summit, we believe that ethics form the cornerstone of effective financial practice. This session will empower you to navigate complex ethical dilemmas with confidence, reinforcing your commitment to integrity in all client interactions.
Navigation 2025- Views on the US, Canadian and Global Economy and Markets
2025 is shaping up to be a year of both opportunity and challenge for Canadian investors. In this session, BeiChen will share his views on the U.S., Canadian, and global economy and markets, and discuss key themes that investors should be mindful of.
Living Healthy Underwriting
Dr Bruce will talk about underwriting of coronary artery disease and will look at ways to prepare your client for underwriting outcomes. We will also spend time discussing the development and prevention of coronary artery disease so that you have a deeper understanding of this common condition
Changing the Rules Halfway: Planning implications of the 2024 Federal Budget
Learn about tax changes in the 2024 federal budget as well as the new bare trust rules, and planning considerations relating to the increase in the capital gains inclusion rate for both corporations and individuals.
What's under the hood of par?
This presentation explores PAR from a different perspective. We look at product design, forecasting, and the assumptions behind the largest selling product in our market. We will finish the session with a case study that highlights the most common use-case for PAR based on a real scenario in B.C
Live Podcast- Protect Your Retirement Plan & Dream
Join us for an insightful Discovery Series Unplugged live podcast recording where we will discuss how to safeguard retirement savings and secure the future your clients have worked so hard for. Our advisor guests will share key strategies to protect investments, avoid common pitfalls, and ensure long-term financial stability. Whether your clients are nearing retirement or just starting to plan, this conversation will provide best practices with actionable takeaways.
Building a Sustainable and Thriving Practice
Join us as we feature 3 accomplished financial advisors as they pull back the curtain on their journeys in the industry. They’ll share the strategies and best practices that have fueled their success, along with the pivotal challenges that tested their resolve. Walk away with actionable ideas to navigate your own path with confidence and resilience.
Putting Your Ducks in a Row: Making Smart Decisions Before You are Due
Facing the inevitable can be daunting, but preparing for death with dignity allows you to take control of your future and your legacy. This session will guide you through the essential steps of ensuring that your clients final wishes are respected. Embrace the opportunity to make thoughtful choices now that honor your values and provide peace of mind.
Advocis Update
Join us for the Advocis Update to explore the latest developments in the financial advisory landscape. Discover emerging trends, new initiatives, and enhanced resources aimed at empowering advisors.
Insurance Regulatory Trends
This presentation will provide an update on life insurance regulation in BC through the examination of key regulatory statistics and trends observed by the Insurance Council of BC in 2024. Discover the resources available to support high standards of knowledge and practice in the insurance industry, and learn about upcoming developments in insurance compliance.
AI for Financial Advisors
In this presentation, Dave will review what financial advisors need to know about artificial intelligence:
- Artificial Intelligence 101
- AI Applications
- Limitations of AI
- Compliance Considerations
- Lead Generation
CE Credits
See here for
CE REQUIREMENTS
This event is pending approval for CE Credit(s) by The Institute. To be eligible to earn any CE credits from this event, you must:
- Enter your 7-digit Advocis ID on the registration form on Eventbrite when you purchase your ticket.. No CE will be provided if this is inaccurate.
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If you have forgotten your Advocis ID, please click here to recover.
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If you do not have an Advocis ID number please complete this form to request one.
- If you would like to be extended the member pricing, please join.
- All Advocis IDs need to be sent to the Chapter by March 28, 2025.
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For table sales or any other questions, please contact GreaterVancouver@AdvocisChapter.ca with any questions.
*CE Credits are pending approval for this event.
Date
Time
7:30 A.M. to 5:00 P.M. (PDT)
Location
900 Canada Pl, Vancouver, BC V6C 3L5
Tickets
Early Bird Non-Member: $375 +GST(Sold out)
Member: $375+GST
Non-Member: $425 +GST
Member Table of 8: $2600 +GST