Advocis Okanagan School (EduVacation 2023)

A Vacation with Education on the shores of Lake Okanagan in Kelowna B.C.

Tickets:

As a benefit of Advocis membership, members are entitled to attend this event at a discount rate, use your Advocis membership ID as the promotional code to unlock these tickets.

Early Bird Rate (August 20, 2022, - February 1, 2023):

• Advocis Member: 699 + GST
• Registration fee includes: Attendance to all speakers, Sunday night event, Tuesday evening event, and All breakfasts & Lunches throughout the school
• Non-member: $799 + GST
• Registration fee includes: Attendance to all speakers, Sunday night event, Tuesday evening event, and All breakfasts & Lunches throughout the school
• Spouse/Guest: $249 + GST

• Registration fee includes: Sunday night event, Tuesday evening event, and Wednesday wrap-up speaker.

Regular rate (February 2, 2023, - July 1, 2023):

• Advocis Member: 799 + GST
• Registration fee includes: Attendance to all speakers, Sunday night event, Tuesday evening event, and All breakfasts & Lunches throughout the school
• Non-member: $899 + GST
• Registration fee includes: Attendance to all speakers, Sunday night event, Tuesday evening event, and All breakfasts & Lunches throughout the school
• Spouse/Guest: $249 + GST

• Registration fee includes: Sunday night event, Tuesday evening event, and Wednesday wrap-up speaker.

Refund Policy:

Cancellations are accepted in writing up to Monday July 3rd, 2023 with payment of $200 administration fee. Requests for refunds received after July 3, 2023, will not be accepted.

Agenda:

Monday, July 10, 2023

• Eric Lidemark : Advocis update and TBD
• Grant Hicks: Managing and growing your business
• Jessie Vu: Breakout Session # 1 – Finding money with clients
• Andrew Brandsma: Breakout Session # 2 – Expand your business with PHSPs
• Stephanie Stewart: Communication and Servicing Clients
• Dan Steinkey: TBD
• Lyle Konner: Preparing your business for transition

Tuesday, July 11, 2023

• Dr. Sara Johnson: Estate planning for Digital Assets
• Kevin Wark: Getting prospects interested in discussing Buy-Sell
• Scott Dedels : Breakout Session # 3 – Bitcoin and cryptocurrency
• Brad Hyde: Breakout Session # 4 – The Art of the Fact Find
• Christine van Cauwenberghe : Personal Financial Planning
• Kathryn Bennett: Common failings of Wills and Powers of Attorney
• Lisa Reynolds: Living Benefits

Wednesday, July 12, 2023

• Angelina Hung: Marketing through your Website
• Jim Otar: Retirement Income Planning
• Brandon Chapman: Digitising your practice
• Dr. Bruce Empringham: TBD
• Alison Campbell: The Advice Revolution

Recommended Accommodations:

• Ramada by Wyndham 2170 Harvey Ave, Kelowna, BC, V1Y 6G8 1-250-860-9711 moderately priced
• Prestige Beach House 1675 Abbott Street, Kelowna BC, V1Y 8S3 1-877-237-8791 moderately priced
• Delta Okanagan Hotel 1310 Water Street, Kelowna BC, V1Y 9P3 1-250-763-4500 higher priced

CE Credits

This event is currently pending review for CE credit with The Institute, AIC, ICM.

To be eligible to earn any CE from this event, you must:

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if your Advocis ID is inaccurate. If you have forgotten your Advocis ID, please contact Member Services at 1-877-773-6765 or info@advocis.ca.
2. Attend the webinar using the email address entered on your registration form.
3. If you do not have an Advocis ID number please reach out to Member Services at info@advocis.ca to be assigned an ID number in order to receive your CE credits. If you would like to be extended the member pricing, please join.

Questions:

If you have any questions or concerns regarding this event, please reach out to info@eduvacation.org