Advocis London: November Breakfast Series Meeting + AGM

Heart of the Matter – How to have Courageous Conversations with your Clients.

• Date: Thursday Nov. 21st 2024
• Time: Breakfast: 8:00am - 9:00am
• Meeting: 9:00am - 10:00am
• Annual General Meeting: 10:00am-11:00am
• Location: Sunningdale Golf Club

• As a benefit of membership, Advocis Members attend this event at a discounted rate!
• Kindly note, although this event is open to all, only those who are Members of the London chapter have voting privileges during the AGM.

• This ticket includes attendance at the AGM, but please note that access to the presentations and refreshments are not included.

• Do you need assistance using your Advocis ID or promo code at checkout? for a short videoto assist you.

• Limited tickets are available on a first-come, first-serve basis. Please purchase by November 20th 2024, at 11:30 P.M. PST.

• Call Annual General Meeting to order
• Approval of Agenda
• Approval of Minutes from the 2023 Annual General Meeting
• President’s Report: Dave Fleming
• Treasurer’s Report and Chapter Financial Statements
• Installation of new Board members for January 1, 2025
• Other Business
• Adjournment of meeting

👉 New nominations are not accepted from the floor of the annual meeting. Please and email expressions of interest to the [name] chapter at [chapter]@advocischapter.ca by November 13, 2024.

Best Selling Author/ International Speaker / Business Coach

Bio:

Jane is the author of the third edition of WITH THE [STROKE] OF A PEN: Claim Your Life. Her book and comprehensive planning binder have become acclaimed as two of the most actionable, personal and financial planning resources available today for families, individuals and business owners alike. She is on a mission to help advisors to get the ‘Courageous Conversations’ started with their clients to become their ‘advisor for life’.

An international keynote speaker, Jane has delivered highly rated sessions at four MDRT conferences around the globe along with numerous keynote speeches across North America.

She brings to the table 25+ years of insurance expertise as a financial advisor, sales manager and corporate executive. Today she is the Principal of The Blaufus Group Inc., based in Toronto, Canada and consults extensively into the financial services industry. Jane is a frequently sought after guest expert on Television, Radio and Podcasts. Her reputation and expertise make her an influential business coach to many financial services professionals around the world.

**You must provide your Advocis ID when registering to be eligile to receive CE Credit
**In order to receive your CE certificate your information may be provided to a 3rd party provider.

1. Enter your Advocis ID on the registration form.
**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.

a. If you have forgotten your Advocis ID, please click here to recover.

b. If you do not have an Advocis ID number please complete this form to request one.

2. Attend the webinar using the email address entered on your registration form

a. If you would like to be extended the member pricing, please join here.

Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

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Event Venue & Nearby Stays

Sunningdale Golf & Country Club, 465 Sunningdale Road West, London, Canada