Financial Planning Summit - Only 2 Days To Go! |
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Details:
April 9, 2026, 7:00am - 5:00pm PDT
In-person Event at Fairmont Waterfront, Vancouver BC Ticket sales end next Friday, March 27 at 11:30pm PT! |
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Amid market uncertainties and a changing financial landscape, the Financial Planning Summit brings you modern, tactical insights with a fresh outlook for 2026 and beyond.
FPS 2026 agenda brings you actionable insights with sessions on AI in practice management, taxation, retirement planning, and ethics and professional responsibility, to help you adapt and prepare for the macroeconomic volatility and changing client expectations.
Join us for the flagship event that advisors have trusted for five years! |
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Agenda Topics at a Glance |
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- Ethics and Professional Responsibility - Becky Wong
- Economic and Market Outlook: 2026 - Steven Shepherd
- A Modern Sales Tool You Can Lead With - Andrew Brandsma
- Strategic RRSP Planning for Better After-Tax Outcomes - Mark Lu
- Retirement Planning: Security & Legacy - Kathryn Bennett
- Future Proofing your Business: Capitalizing on the Next Gen Client - Kaitlyn Lawson
- Estate and Tax Planning: 360 Point of View from an Actuary, Underwriter and Tax Specialist - Desjardin Panel
- The Modern Advisor Tech Stack - Asli Alcinkaya
- Economic and Housing Outlook 2026 - Brendon Ogmundson
- Key Trends in AI Shaping Our Economic Future - Parm Dhaliwal
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Hurry! Ticket sales end next Friday, March 27 at 11:30pm PT! |
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Check out our Eventbrite page for more upcoming Advocis Greater Vancouver events!
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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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