Advocis Sault Ste. Marie: AGM + TruStone Financial Fall Meeting

Join us for our Annual General Meeting and a morning of CE, sponsored by TruStone Financial.

• Tuesday, November 19, 2024
• 8:00 am - 1:00 pm
• Royal Canadian Legion Branch 25, 96 Great Northern Road, Sault Ste Marie, ON

• As a benefit of membership, Advocis Members attend this event at a complimentary rate!
• Kindly note, although this event is open to all, only those who are Members of the Sault Ste. Maire chapter have voting privileges during the AGM.

• 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. Please purchase by November 17th, 2024, at 11:30 P.M. PST.

Peter Wouters

Director, Tax Retirement & Estate Planning Services | Empire Life Investments Inc.

Life Insurance as an Asset Class

Learn about and review the positioning of a multi-purpose alternative that leverages its flexibility, adaptability, versatility and tax preferred status to address multiple concerns and values held by individual investors, their families and the businesses they may own.

Retirement Income Planning: Rules of Thumb…When and why the percentages don’t work

Saving enough money to be financially independent or retire is one of the top concerns that working Canadians have. Then there is the concern among pre-retirees and early retirees about running out of money before they run out of life. To address that, a number of rules of thumb have been promoted.
This session touches on worries and wants, delving into a few of these rules of thumb and alternatives to consider when moving from saving to spending for the rest of one’s life.

• Call Annual General Meeting to order
• Approval of Agenda
• Approval of Minutes from the 2023 Annual General Meeting
• President’s Report: Eric Barton
• Treasurer’s Report and Chapter Financial Statements
• Installation of new Board members for January 1, 2025
• Other Business
• Adjournment of meeting

👉 New nominations are not accepted from the floor of the annual meeting. Please and email expressions of interest to the [name] chapter at ontarionorth@advocischapter.ca by November 5, 2024.

**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.

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.

Host or Publisher Advocis Sudbury Chapter