Welcome to Advocis Northern Alberta

Coming Events:

February 11, 2009

Best Practices
Location: Prairie Curling Club
Registration: @ 9:30 am
10 am start
12 lunch
Finished at 3:00 pm

$20.00 online registration members only
$30.00 for members at the door
$50.00 for non members

lunch and refreshments included

 

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
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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

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November 13, 2008

Philanthropy Session

 

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