Advocis Toronto's Cross Border Planning + Pitfalls

Advocis Toronto's Cross Border Planning + Pitfalls

With Erin McKee, moderated by Tara Pollard CFP

Join Adovics Toronto for our 2026 Global Advisor event with presentation by Erin McKee, moderated by Tara Pollard, CFP.

• 🗓️ DATE: Thursday, January `15, 2026
• 🕚 TIME: 9:30 - 11:00 AM (Eastern Time)
• 📍LOCATION: Virtual (Zoom)

🎟️ TICKET DETAILS

✅ As a benefit of membership, Advocis Members attend this event at a complimentary rate.

| ADVOCIS MEMBER RATE: FREE

👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate.

| NON-MEMBER RATE: $45 (+ HST and Ticket Fees)

• Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.
• Limited tickets are available on a first-come, first-serve basis.
• PLEASE PURCHASE BY January 13, 2026 @ 11:30 PM Eastern Time

SPEAKER

Erin McKee - Head of Insurance Partnerships & Programs, North America - Manulife-John Hancock.

Erin McKee is the Head of Insurance Partnerships & Programs, North America at Manulife-John Hancock. Amongst her mandates is to create a cross-border insurance resource program for advisors. Originally from Canada, Erin first moved to the U.S. in 2016 and now holds dual citizenship and insurance licenses in both countries. She is a frequent speaker and Membership Committee Chair with CALU and a member of the CAILBA Technology Subcommittee, where she contributes to advancing technology and data standards in the industry.

CE DETAILS & REQUIREMENTS

This event is pending approval of 1-1.5 CE Credits by The Institute.

**You must provide your Advocis ID when resgitering to be eligible to receve CE Credit
**In order to receive yoru CE Certificate your information may be provided to a third 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.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Toronto at: Toronto@advocischapter.ca

THANK YOU TO OUR 2025 ADVOCIS TORONTO SPONSORS