Vancouver Island: Planning for People Not Just Portfolios
Schedule
Wed Nov 05 2025 at 01:00 pm to 05:00 pm
UTC-08:00Location
The Green Olive by Old City | Nanaimo, BC

About this Event
Advocis Vancouver Island: Planning for People, Not Just Portfolios
- Wednesday November 5th, 2025
- 1:00pm to 5:00pm
Ticket Details:
π During checkout please use your Advocis ID as the promotional code to unlock your member rate.
- As a benefit of membership, Advocis Members attend this event at a discounted rate!
ποΈ| Member: $50 ( + ticketing fees)
ποΈ| Non-Member: $75 ( + ticketing fees)
ποΈ| Sponsor Table: $550 ( + ticketing fees)
- 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.
CE Details:
π This event is pending approval of 3 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.
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:
Please contact Advocis Vancouver Island with any questions regarding this event at: [email protected].

Agenda
π: 01:00 PM - 01:30 PM
Registration, Welcome and Advocis Update
π: 01:30 PM - 02:00 PM
Opening Keynote Speaker - TBC
π: 02:00 PM - 02:30 PM
Creative Case Studies and Seg Fund Solutions, Evan Grunberger, BMO
π: 02:30 PM - 02:40 PM
Break
π: 02:45 PM - 03:45 PM
Advisory Panel
π: 03:45 PM - 04:15 PM
Proper Care, Liz Lewington
π: 04:15 PM - 05:15 PM
Happy Hour
Where is it happening?
The Green Olive by Old City, 150 Skinner Street, Nanaimo, CanadaEvent Location & Nearby Stays:
CAD 80.50 to CAD 583.74
