Peterborough Advocis – 2026 Outlook: Insight, Strategy, Opportunity

Schedule

Tue Mar 24 2026 at 10:00 am to 02:00 pm

UTC-04:00

Location

Pickle & Pin | Peterborough, ON

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Join us in-person and learn how to help navigate a complex, shifting financial landscapes.
About this Event

Peterborough Advocis – 2026 Outlook: Insight, Strategy, Opportunity

Join us for an amazing learning session followed by fun! We encourage you to bring a guest to show what Advocis is about. When you register, select to add a guest option and it will reveal free pricing for this add-on to a member ticket (only).

Join us after the learning session to enjoy the golf simulator, or some pickleball! Make sure you have some clothes to work up a sweat in as you battle your Advocis peers in an indoor activity showdown!

Guest speakers will include:

Paul Mlodzik from LIMRA speaking on trends in the Canadian life and wealth industry. We have a rapidly changing industry with the adoption of AI, massive intragenerational wealth transfer and competition from non-traditional places.

Declines Suck! Join Melanie McCallum, of Assumption Life, as she uncovers some of the common reasons for a life insurance application to be declined. She will share tips on how to have that conversation with your client or better yet, how to avoid that conversation altogether by offering an alternative solution to your hard-to-insure clients first!

  • Tuesday, March 24, 2025
  • 10:00am registration opens with coffee
  • 10:30am to 12:45pm learning session
  • 12:45pm to 1:30pm buffet lunch
  • 1:30pm to 3:30pm - Networking and Activities
  • Pickle & Pin 2097 Whittington Dr, Peterborough, ON K9J 6X4

All attendees must register to be included in the event, if you do not register in advance, no CE will be awarded.


Ticket Details:

Advocis Members are able to attend "2026 Outlook: Insight, Strategy, Opportunity" at a discounted rate.

  • Member Admission: $35.00 (Plus Ticket Fees)
  • Non-Members: $45.00 (Plus Ticket Fees)
  • Add-On Pickleball: $20 (Plus Ticket Fees)
  • Add-On Golf Simulator: $20 (Plus Ticket Fees)

Do you need assistance using your Advocis ID in the checkout? We have a short video to assist you.



CE Details:
👉 This event is pending approval for 2 CE credits by The Institute

**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.


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.



Speaker Bio's:
Event Photos

Paul Mlodzik

Member Relations Director, LIMRA & LOMA Canada

Paul Mlodzik is the Canadian Member Relations Director for LIMRA and LOMA, the largest trade association in the world for insurance and financial services.

Paul is an experienced strategist, marketer, and distribution leader with over 30 years of experience as an insurance and financial services executive. He has helped lead three organizations to industry-leading results in organic growth, customer satisfaction, and/or brand awareness.

He is a Fellow of the Life Management Institute (FLMI) and a Certified Board Director (ICD.D). Paul is a frequent speaker at conferences on the topics of marketing, customer experience, and distribution strategy


Event Photos

Melanie McCallum

Assumption Life, Business Development

Melanie McCallum has been in the financial services industry for 32 years. She has held various progressive roles in the industry and got life licensed in 2012.

Melanie joined Assumption Life in January 2023 as the Director of Business Development in Ontario to help build the Assumption LIFE brand recognition throughout Ontario.

She lives in Cambridge with her husband Todd and they’ve been married for 32 years. Together they have two wonderful young adults, Lauren, 28, and Cole, 26. When Melanie isn’t working, she loves to exercise, travel, and spend time with her family and friends.



Questions:
If you have any questions or concerns regarding this event, please reach out to the Advocis Peterborough chapter at [email protected]
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Where is it happening?

Pickle & Pin, 2097 Whittington Drive, Peterborough, Canada

Event Location & Nearby Stays:

Tickets

CAD 22.19 to CAD 48.70

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