Vancouver Island: Planning for People Not Just Portfolios

Wed Nov 05 2025 at 01:00 pm to 05:00 pm UTC-08:00

The Green Olive by Old City | Nanaimo

Advocis Vancouver Island Chapter
Publisher/HostAdvocis Vancouver Island Chapter
Vancouver Island: Planning for People Not Just Portfolios
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About this Event

Advocis Vancouver Island: Planning for People, Not Just Portfolios
  • Wednesday November 5th, 2025
  • 1:00pm to 5:00pm

Ticket Details:
πŸ‘‰ During checkout please use your Advocis ID as the promotional code to unlock your member rate.
  • As a benefit of membership, Advocis Members attend this event at a discounted rate!

🎟️| Member: $50 ( + ticketing fees)
🎟️| Non-Member: $75 ( + ticketing fees)
🎟️| Sponsor Table: $550 ( + ticketing fees)
  • 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.


CE Details:
πŸ‘‰ This event is pending approval of 3 CE Credits by The Institute

**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.


Registration Requirements:

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.


Event Photos

Questions:
Please contact Advocis Vancouver Island with any questions regarding this event at: [email protected].
Event Photos
Agenda

πŸ•‘: 01:00 PM - 01:30 PM
Registration, Welcome and Advocis Update
πŸ•‘: 01:30 PM - 02:00 PM
Opening Keynote Speaker - TBC
πŸ•‘: 02:00 PM - 02:30 PM
Creative Case Studies and Seg Fund Solutions, Evan Grunberger, BMO
πŸ•‘: 02:30 PM - 02:40 PM
Break
πŸ•‘: 02:45 PM - 03:45 PM
Advisory Panel
πŸ•‘: 03:45 PM - 04:15 PM
Proper Care, Liz Lewington
πŸ•‘: 04:15 PM - 05:15 PM
Happy Hour
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Event Venue & Nearby Stays

The Green Olive by Old City, 150 Skinner Street, Nanaimo, Canada

Tickets

CAD 80.50 to CAD 583.74

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