Advocis Greater Vancouver: Estate Planning Summit 2024

The Greater Vancouver Advocis chapter is proud to present our flagship event for those in the estate planning industry.

For 12 years, the Greater Vancouver Advocis Chapter has put on this prestigious event for financial advisors, accountants, lawyers, estate planning specialists and others who make up this important industry. Join us as we engage with keynote speakers and network with your industry peers.

• Thursday, October 17, 2024
• 7:00 A.M. to 6:00 P.M. (PDT)
• V irtual & In-Person options to attend

This year's event will be our third hybrid event with some people joining in-person and others joining online. Recent years have shown us the power of online collaboration and we are excited to bring an amazing live and online event that guests from all across the province and country can attend.

All guests (in-person & online) will be connected via the and can upload a profile, message each other, ask questions during the sessions, etc.

All attendees will have a full experience and full interaction at the event.

• Paradox Hotel Vancouver - 1161 West Georgia Street, Vancouver, BC, V6E 0C6

• Angie Raddysh
• Catherine Kim
• Craig Hidika
• Gary Hagle
• John Natale
• Kevin Shaw
• Krista Simon
• Patricia Chartrand
• Tim Wong
• See all speakers and bios on the website here

• Member: $325.00 + GST
• Non-member: $350.00 + GST

• Member: $350.00 + GST
• Non-member: $375.00 + GST

• Member: $75.00 + GST
• Non-member: $100.00 + GST

• Member: $125.00 + GST
• Non-member: $150.00 + GST

• Host a 10 person viewing party at your office or boardroom location.
• Buy Virtual Viewing Party tickets to give to staff or advisors across Canada.

In-person tickets are limited to 150 capacity and available on a first-come, first-serve basis.

This event is pending CE approval by The Institute, FP Canada, The Law Society of BC, CPABC & STEP.

In past years all presentations have qualified for CE credits (12 credits for the event, including some Ethics credits).

All CE credits for all attendees will be tracked through the Pheedloop app using your Advocis ID.

No CE credits will be provided if you do not have an Advocis ID set up.

Advocis Members:

• Enter your 7-digit Advocis ID when you buy your ticket. Then attend the event using the same email address on your ticket registration.
• If you have forgotten your Advocis ID, please click here to recover.

Non Members:

• Create a free Advocis ID by filling out this form.
• Enter your 7-digit Advocis ID when you buy your ticket. Then attend the event using the same email address on your ticket registration.

October 17, 2024 - Day of Event

• On the day of event, you will be able to watch 6 presentations live. To get all possible CE credits for this event, you will watch the remainder presentations anytime after the event on the Pheedloop app.
• The Pheedloop app will automatically track how many presentations you attend on the day of event and how many sessions you watch after the event.

November 30, 2024

• We will take a snapshot of all the presentations you have watched up to this point and note your CE credits.

December 31, 2024

• You will have up to December 31 to watch the remainder presentations to receive CE credit.
• We will take a 2nd and final snapshot for all attendees on December 31, 2024 and submit CE certificates on the Advocis website shortly thereafter.
• Your CE credits will be saved and available for download on the Advocis CE Tracking website.

October 2025

• All presentations will be available to watch on the Pheedloop app for 12 months after the event. You can watch & re-watch all presentations as many times as you’d like up until this point.
• Presentations watched after December 31, 2024 will not be tracked for CE credits. To get all available CE credits, watch all the presentations before December 31, 2024.

Note: In order to receive your CE certificate your information may be provided to a 3rd party provider.

If you have any questions or concerns regarding this event, please reach out to the Advocis Greater Vancouver chapter at [email protected]

Host or Publisher Advocis Greater Vancouver Chapter