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Only 15 Days To Go: Estate Planning Summit 2024
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Only 15 Days to Go!

12th Annual Advocis Estate Planning Summit 2024 

 

We're only 15 days away from the big day and tickets are selling out fast! Get your tickets to the Estate Planning Summit now! More details below. 

 

 



 

 

Date:

Thursday, Oct 17, 2024

 

Location:

  • In-person at The Paradox Hotel, Vancouver
  • Virtual Online for professionals in all Canadian provinces


Tickets on Sale Now:

In-Person

  •  Admission: $350 +GST


Virtual From Home, Office or Cruise Ship  - Accessible in all provinces.
(Seriously, someone joined from a cruise ship last year!)

  • Regular Virtual Admission: $125 +GST

 

Virtual Viewing Party (10 Tickets) - $1,000

  • Host a 10 person viewing party at your office or boardroom location.
  • Buy 10 tickets for your Staff, Advisors, Partners to watch at their home or office


Sessions:

  • Money & Psychology: Understanding Your Client's Relationship with Money
  • Estate Planning for Persons with Disabilities
  • Unlock the Power of Choice: Take Your Client's Philanthropic Impact to the Next Level
  • Common Estate Planning Pitfalls
  • Putting Your Ducks in a Row: Making Smart Decisions Before You are Due
  • Tax & Estate Planning Intricacies of Guaranteed Investment Solutions
  • Succession Planning for the Professionals in the Room 
  • 30 Questions about Beneficiaries, Ownership, Contingent Beneficiaries, and Contingent Ownership 
  • The Role of the Executor 
  • Residential Real Estate Succession Planning in British Columbia
  • Where There is a Will, There is a Way
  • A Return to Fundamentals

 

 



 


 

Recap Videos from 2023 and 2022 events

 

Advocis Estate Planning Summit 2022

 

Advocis Estate Planning Summit 2023

 


Photos from Estate Planning Summit 2022 & 2023 

 

 

 

 


 

Thank You to Our Event Sponsors

 

Diamond Sponsor

 

 

 

 



 


 

 


 

Questions:

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

 

 


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Advocis Greater Vancouver
Advocis Greater Vancouver chapter at
GreaterVancouver@advocischapter.ca