Quarterly Seminar Series & AGM - December 8, 2011

Speakers

April-Lynn Levitt, B.Comm, CFP

Topic: Beyond Time Management: Strategies to Make you Powerfully Productive

View the Presentation.

Based in Calgary, April-Lynn coaches independent financial advisors in Western Canada. April worked for 10 years with MD Management as a top Financial Consultant and Regional Manager, successfully managing $1 billion for physicians and their families. Prior to that, April excelled as an independent financial advisor in Vancouver specializing in the professional women’s market.

April holds a Bachelor of Commerce degree with Distinction from the University of Alberta, is an accredited Certified Financial Planner and has extensive qualifications in coaching, sales and management. She is a frequent contributor to Forum magazine and advisor.ca.

Helmut Pastrick
Chief Economist, Central Credit Union 1

Topic: Economic Update and Outlook

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A look at recent economic developments and trends on the international and national scene; the outlook for the coming year with a peak at the longer term forecast.

Helmut Pastrick is Chief Economist for Central Credit Union 1, the central financial facility and trade association for the B.C. and Ontario credit union systems.

Pastrick is the editor of the Economic Analysis of British Columbia and the Economic Analysis of Ontario publications. These sources provide authoritative, unbiased analyses and insights on the provincial economy. Typical issues include forecasts of provincial and regional economies, housing markets and non-residential construction. In addition, Pastrick provides economic analysis and forecast services to the credit union system.

Prior to joining the Central 1 Credit Union in 1997, he spent many years with the Canada Mortgage and Housing Corporation in BC analyzing and forecasting the provincial housing market and economy.

Helmut Pastrick is former President of the Association of Professional Economists of BC, a member of the Canadian Association for Business Economics, and the BC Economic Forecast Council.

He is frequently called upon by the media to provide comments on economic events; and his presentations are in demand by many organizations and groups, including credit unions, trade and professional associations, and service clubs.

Central 1 represents a consumer-oriented, full-service retail financial system that serves 2.9 million members and holds $70 billion in assets and is owned primarily by its member credit unions, 45 in B.C. and 126 in Ontario.

Date and Time

Thursday, December 8, 2011

10:00 am - Registration and Coffee
10:30 am to 11:30 am - Presentation
11:30 am to 12:00 pm - AGM
12:00 pm to 12:30 pm - Lunch
12:30 pm to 1:30 pm - Presentation

Location

Terminal City Club
837 West Hastings Street
Vancouver, BC
Please click here for map.

Price

Members: $69 + tax
Non-Members: $83 + tax
HST # 128563152

This event is included for all Season Pass Holders. Pass Holders can simply RSVP to info@advocisvancouver.ca

Registration

Season Pass Holders: Simply RSVP to info@advocisvancouver.ca
Non-Seasons Pass Holders: Click here to register.
Guest and employees of sponsors are eligible for member rates.

Members, If you would like to attend only the AGM portion of the event at no charge please RSVP to info@advocisvancouver.ca

Please register by Tuesday, December 6, 2011.
Receipts will be sent out the day prior to the event.

CE Credits: 2 estimated. Please allow up to 4 weeks following the event for confirmation.

Cancellation Policy

For a refund please provide 48 hours cancellation notice by calling 604.941.9657 or emailing info@advocisvancouver.ca. No shows will be billed unless 48 hours cancellation notice is given.