Estate Planning Conference: Planning with Peers… a team approach to Estate Planning

Italian Cultural Centre, Vancouver BC
Tuesday, October 30, 2018 - 7:30am - Wednesday, October 31, 2018 - 4:30pm

Essential tips and tools to support your clients today and for generations to come.

Join us this October for the Seventh Annual Estate Planning Conference in Vancouver! This two-day conference will feature a variety of case study, panel and plenary discussions that will provide insight from the Vancouver estate planning community, including financial advisors, insurance advisors, lawyers, accountants, trust officers and charitable giving professionals. 

Our key note speaker is renowned violinist Rosemary Siemens, who will share her story and experience through her music. Rosemary will be accompanied by Eli Bennett, an award winning saxophonist.

The case studies this year are titled “The House of El” and “Indecent Proposal”. Both case studies will be fun and interactive and the planning committee is liaising with CE providers for the legal, accounting, insurance and financial professions to develop a fact pattern for ”Indecent Proposal” that meets the criteria required for an ethics credit. 

Joining us with a group? You can purchase tables of 8 at a special rate. Get together with your colleagues and peers to reserve a table toady!

We look forward to seeing you in October!

Find the conference agenda and speaker list at 

Register Here

Event Details

Date   Tuesday, October 30, 2018 & Wednesday, October 31, 2018
Agenda   Day 1: Tuesday, October 30th
7:30 am – Registration and hot breakfast
8:30 am to 4:30 pm – Presentations (lunch provided)
4:30 pm to 6:00 pm – Wine and Cheese Reception

Day 2: Wednesday, October 31st
7:30 am – Registration and hot breakfast
8:30 am to 4:00 pm – Presentations (lunch provided)

You can view the full agenda herePlease note that the current agenda is provided as a guideline and may be subject to change at this time.

Venue   Italian Cultural Centre
3075 Slocan Street
Vancouver, BC V5M 3E4

Venue is also located only a six-minute walk from Renfrew SkyTrain station!
Prices   Member Pricing:  $425.00
Non-Member Member Pricing:  $495.00
No charge for Advanced Series and Advisor Series B Events Pass holders.
Please RSVP via email.

Advisor Series A and Seminar Series Events Pass holders receive a 15% discount. Please see Registration section below for details.

Junior Advisors/Assistants Attending with an Advisor*:
$165.00 – One day only
$245.00 – Both days

*Must be registered by advisor attending whole event. Please call Advocis Canada at 1-800-563-5822 to take advantage of this special rate.

Single Day Registration (October 30th or 31st)
$260.00 – Members
$325.00 – Non Members

Join us and bring your colleagues and/or peers – Table of 8 Registration:
$3000.00 (October 30th & 31st)

Prices include GST (GST # 128563152)

Registration   Non-Events Pass holders: Register Here

Please note:  Non-members can only register for one individual.  If you would like to register more than one individual, please call the Advocis Member Services Department at 1-877-773-6765 or send an email to

Please register by 5 pm, October 23, 2018.

    Advisor Series A and Seminar Series Events Pass holders receive a 15% discount on registration for the Planning Conference. Holders of this pass can register by contacting our office at or 604-941-9657.

Events Pass holders have NOT been pre-registered for this event and do need to RSVP. Please register for the conference by contacting our office or 604-941-9657.


Register Here

CANCELLATION POLICY For a refund please provide 48 hours cancellation notice by emailing No Shows will be billed unless 48 hours cancellation notice is given.

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