Welcome to Advocis Northern Alberta

Coming Events:

Tuesday, September 22, 2009 Professional Development Day: Living Benefits Speaker for this session is: Jonathan Lee, RBC Where: Stonebridge Time: 9:00 AM Registration            9:30 AM Start            11:45 AM Lunch            2:45 PM Finish FEE: $20 for member regulars, $40 for non members (includes lunch) The presentation will include: New developments to THE EDGE product As well as a new product focused on business owners There will be 6 accident and sickness credits PLUS 2-3 life credits available for attendance. Members click here to register! Registration deadline: Tuesday, September 15, 2009 All drop-in's and non members pay non-member fee at the door.

Recent Events:

June 11, 2009 Strategies Wealth Preservation in Today's Economy RDSP's and Their Relationship to other Planning Initiatives Aligning Beneficiary Designations with Planning Objectives< Tax Changes and What They Mean For Your Clients The Impact of the Lipson Decision on the Interest Deductibility & the General Anti-Avoidance Rule Managing Risk: Privacy & Do Not Call List May 14 , 2009 How the Peace Can Prosper in the Midst of a Meltdown. April 9, 2009 Put Me In Coach: Bill Clennan - The Memory Man Member of the Canadian Speaker's Hall of Fame Speaker @ MDRT -Top of The Table Offers - More Clients, More Money, More Fun 90 min- high energy and hilarious presentation Open to anyone interested http://www.billclennan.com March 12, 2009 Raymond Wold :Insurance Specialist with Investors group Topic : Succession Planning for Farm and Fishing Property January 29, 2009 Planned Giving for Advisors. Location: Yet to be confirmed CHG080342 - Top 10 Things to Look for in Your Clients Will - 1 general credit CHG080343 - Top 10 Reasons to Discuss Philanthropy with Your Clients - 1 general credit AIC Credits – 14891 2.75 life credits October 23, 2008 Advocis General Meeting Bill Nash, Viking Pacific Inc. Exit planning & where you fit. CE Credits Pending _____________________________________________ November 13, 2008 Philanthropy Session