About the Financial Planning Summit

The Greater Vancouver Chapter of Advocis proudly presents the fourth Financial Planning Summit, an event for financial planners and advisors, in person on March 6th, 2024. The first event in 2018 sold out in 12 days so be sure to purchase your tickets in advance.

The Financial Planning Summit will be a fresh approach to professional development, providing an exciting educational and motivational experience within a vibrant and energetic environment.

Professionals in attendance will be exposed to best practices in all areas of financial planning, including estate, tax, risk and retirement planning. Guest speakers and representatives from outside the industry will also be featured to provide insight and expertise from diverse perspectives, creating a more holistic professional development experience.