Events

Monday February 8, 2016; 5:00 pm to 7:00 pm, Credit Valley Golf Club Under 5 After 5 – These events are focused on advisors in the business less than 5 years. A speaker panel will be followed by networking with hors d’oeuvres and a cash bar. Wednesday April 6, 2016; 8:15 am to 11:00 am, Credit Valley Golf Club Institute Meeting – Advanced Learning Series - The focus of these meetings will be on educational topics of an advanced and/or technical nature geared to our unique industry. As such, only members holding the following designations CLU, CH.F.C. CHS and CFP will be invited to participate. Those currently enrolled and working toward the CFP, CLU or CHS designations will also be invited. Wednesday, April 20, 2016, 9:00 am – 3:00 pm, Credit Valley Golf Club Ethics and Best Practices - Introduction to E & O Insurance for Financial Advisors, Building a Protected Practice, Navigating the Claims Process - Robb McIntosh Monday May 9, 5:00 pm to 7:00 pm 2016, Credit Valley Golf Club Under 5 After 5 – Advocis Welcome Orientation These events are focused on advisors in the business less than 5 years. A speaker panel will be followed by networking with hors d’oeuvres and a cash bar Wednesday May 11, 2016; 8:30 am to 4:00 pm - Credit Valley Golf Club Update 2016 - “An excellent way for CFP's and CLU's to gain an overview of current happenings and trends" in the financial services industry. Up to 12 CE Credits available Tuesday June 14, 2016; Royal Ontario Golf Club Annual CF Charity Golf Tournament Wednesday September 21, 2016; 8:00 am – 11:30 am; Credit Valley Golf Club Breakfast Meeting- Estate Planning for families with disabled children – Fred Ryall Monday September 26, 20165:00 pm to 7:00 pm; Credit Valley Golf Club Under 5 After 5 – Advocis Welcome Orientation These events are focused on advisors in the business less than 5 years. A speaker panel will be followed by networking with hors d’oeuvres and a cash bar Wednesday October 5, 2016; 8:15 am to 11:00 am, Credit Valley Golf Club Institute Meeting – Advanced Learning Series The focus of these meetings will be on educational topics of an advanced and/or technical nature geared to our unique industry. As such, only members holding the following designations CLU, CH.F.C. CHS and CFP will be invited to participate. Those currently enrolled and working toward the CFP, CLU or CHS designations will also be invited. Wednesday October 19, 2016; 8:30 am to 4:00 pm - Credit Valley Golf Club Update 2016 Update 2016 - “An excellent way for CFP's and CLU's to gain an overview of current happenings and trends" in the financial services industry. Up to 12 CE Credits available Wednesday, November 16 2016, 8:00 am - 11:30 am, Credit Valley Golf Club Breakfast Meeting Monday November 21, 2016; 5:00 pm to 7:00 pm, Credit Valley Golf Club Under 5 After 5 - These events are focused on advisors in the business less than 5 years. A speaker panel will be followed by networking with hors d’oeuvres and a cash bar December 15, 2016, 12:30 pm - 3:00 pm, Mississauga Convention Centre Holiday Celebration in support of Community Foundation of Mississauga For more information, contact peelhalton@advocischapter.ca or 905.823.5252

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