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Print our UPDATED 2012 Toronto Program Calendar

APRIL 2012

LUNCH AND LEARN WEBINARS NOW ADDED TO OUR PROGRAM CALENDAR

Monday, June 18th  -  Safe Computing for the Financial Advisor

Tuesday, July 17th  -  Privacy by Design

Webinars will run from 12:00 noon and facilitated by Larry Keating, President and CEO of No Panic Computing.  Cost for Advocis Members is $25.00 and each webinar will provide 1 CE Credit.

Watch this space for complete details.

Attention April 19th PD Day Delegates.

What an excellent meeting with exceptional speakers.  To reconfirm ...

Our morning session qualified for 3 CE Credits and the afternoon session with Phil Richards an additional 2 CE Credits.  A confirmation of your attendance and a printable CE Certificate will be forwarded to you by email shortly.

If you wish to obtain a copy of the speaker presentation handouts, please email nancy@advocis-toronto.com with speaker names.  These presentations are ONLY available to event attendees.

Don't forget to keep September 27th blocked for our next Professional Development Day.  Another exciting lineup of speakers have been confirmed.

IT'S OFFICIAL - ADVOCIS TORONTO CELEBRATES 25 YEARS WITH CYSTIC FIBROSIS AT THE VERY EXCLUSIVE COPPINWOOD GOLF CLUB on June 4th, 2012

This year marks 25 years for the Toronto Charity Golf Tournament as well as a nationwide partnership with Cystic Fibrosis.  To celebrate, we've secured the very exclusive Coppinwood course for our 2012 tournatment on June 4th.  As usual, we will have a great day on course along with opportunites to raise funds for CF's "Key to a Cure" research endeavour at Sick Kids, along with a number of prize opportunities for our players.  Please keep this date free on your calendar.  The tournament is open to all members, friends, clients and associates who value the need for provding valuable resources to this important cause. 

Check out our new "GOLF PAGE".

CLICK ON THE GOLF BALL TO PRINT YOUR BROCHURE.  All the details are included.

Your copy of our 2012 ADVISOR EXPRESS, Spring Edition
Providing members with news, information, programs and events taking place in the GTA.

Available now - Magazine style Turn the Page format.   

or in PDF for the Print to Read version.

Plan your CE - 2 Toronto CE Days scheduled for 2012

REGISTRATION IS NOW AVAILABLE ON LINE

Advocis Toronto has two CE Days planned for 2012 including May 17th and November 15th (Thursdays). 
All registration must be completed on line to ensure access to materials, accreditation and certificates. 

Update 2012:  Financial Advisors and Planners Professional Practices Review  (FULL DAY PROGRAM)

The focus of the sessions will be developing strategies to apply to personal and business financial planning for both the advisor and their clients in todays challenging economic environment.  Moderated by Diane McCurdy, CFP, EPC, President McCurdy Financial Planning Inc, Vancouver, this years learning areas include:

Planning in a Volatile Economy with Joseph Dickstein, CLU, Vice Chair of PPI Financial Group, Toronto 
Retiring with Debt with Stephanie Holmes-Winton, CEO, The Money Finder, Halifax
Family Financial Security with Lawrence Swartz, JD, CFP, CLU, CH.F.C., CFA, Principal-Counsel Morneau Shepell Inc. Toronto
Todays Business Dynamics with Monette Malewski, President of M Bacal Group, Montreal
 

The Protect Your Practice (HALF DAY PROGRAM)

This session is a repeat of the 2011 program. Session will run from 9:00 am to 12 noon. 

As you can only qualify for CE Credits once in a 12 month period, if you took the PYP program after May 17th, 2011, credits will not qualify.

TO REGISTER ON LINE GO TO  www.advocis.ca and log in as a member.  A list of Toronto chapter events will be listed on your member page.  Select the event and proceed to registration.

Not a member?  Go to Chapter Profile Page  http://www.advocis.ca/chapters/ChapterDetail.aspx?code=TOR and select event and proceed to registration.