Building and preserving wealth together.

1-800-561-1177

Annual General Meeting
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

View this email in your browser

 

 

Annual General Meeting

 

Advocis Greater Vancouver Members, join us for our 2023 Annual General Meeting featuring a keynote presentation by Dr. Bruce Empringham on "Getting Back into Rhythm After COVID Lockdowns and Client Care in Challenging Times." Dr. Bruce will provide valuable insights on how to navigate the post-COVID landscape and care for ourselves, followed by a discussion on large case underwriting and various underwriting conditions and their application to your clients.

  • Thursday, November 23, 2023
  • 10:00 A.M. to 12:00 P.M. (PDT)

 

Agenda

  1. Keynote speaker Dr. Bruce Empringham
  2. C all to Annual General Meeting
  3. State of the Union Address
  4. Presentation of Officers and Directors for coming year
  5. Milestone recognition
  6. Other Business
  7. Adjournment of meeting

 

Ticket Details:

As a benefit of membership Advocis Members are able to attend "Desjardins Discovery Series Win from Within: Unlocking Financial Excellence" at a complimentary rate. During the checkout use your Advocis ID as the promotional code to unlock your FREE member ticket. Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

  • Member: FREE
  • Non-Member: $35.00 +GST

Tickets available on a first-come, first-serve basis. you can purchase tickets until November 21st, 2023, at 11:30 P.M. PDT.

 

Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

 

 

 

Presenter

 

 

Dr. Bruce Empringham

Medical Consultant, Canada Life

Dr. Bruce Empringham is a family doc, who after a stint in North Bay, Ontario, joined the insurance industry in 1991 with London Life. One of his first friends in the business was our own Izumi Miki McGruer. He was primarily involved in underwriting life coverage for the Canada Life group of companies and in 2020, transitioned to a role with Canada Life working on large cases with clients and advisors directly.

He’s always tried to think like a customer and help with the communications around applications and decisions. He also strongly believes in the importance of industry groups like Advocis and never turns down an opportunity to support these groups.

 

Moderator:

 

 

Angelina Hung, BA, CFP, CLU, CHS, EPC

Financial Marketing Nerd, Financial Tech Tools

Angelina is a highly experienced professional with a background spanning over 20 years in the financial services, marketing, and technology industries. With a track record of excellence, she has earned CFP, CLU, CHS, and EPC designations. She is known for providing financial advisors with top-quality investment and insurance content and the latest digital marketing strategies to support their business growth.

At Financial Tech Tools, Angelina combines her extensive knowledge and expertise to provide advisors with customized digital marketing solutions, which can save them a minimum of 40 hours when creating a website, content, email, and social media strategies. This unique offering has positioned Financial Tech Tools as a leading provider of digital marketing solutions in the industry.

Angelina has been recognized for her outstanding achievements and was featured as one of the top "50 Women of Influence in Canada" in The Insurance and Investment Journal.

 

 

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Greater Vancouver chapter at GreaterVancouver@advocischapter.ca

 

 

Advocis Greater Vancouver
greatervancouver@advocischapter.ca


 

 

Twitter

LinkedIn

Instagram

Website