Advocis Durham Region: AGM, Elections & Giving the Gift of Insurance
Join us to have your say at our annual AGM, Elections and stay for a unique concept with speaker, Pentor.
Date and time
Location
Online
Refund Policy
About this event
- Event lasts 2 hours
AGM, Elections & Giving the Gift of Insurance
Join your Durham Advocis peers to have your say at our annual general meeting, elections and installation of the 2025 board. Following the AGM, we have two special speakers with information that could prove very useful to your clients when it comes to donating a Life Insurance Policy. Neil Kellock from gold sponsor, Sun Life Insurance, will present Planning giving - Nothing but Opportunities. And from Pentor, Joseph Galli, will discuss options for uninsurable or rated clients who are about to cancel their life insurance policies. Learn about unlocking the hidden value of life insurance by donating a policy, which could potentially save policy owners a ton of money on tax before they cancel their policy. This unique concept is not to be missed!
- Thursday November 21st, 2024
- 9:00am to 11:00am EDT
- Virtually via Zoom
Ticket Details:
👉 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 complimentary rate!
🎟️| Member: FREE
🎟️| Non-Member: $25 (+ ticketing fees)
Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.
Kindly note, although this event is open to all, only those who are Members of the Durham Region chapter have voting privileges during the AGM.
Limited tickets are available on a first-come, first-serve basis. Please purchase by November 20th, 2024, at 2:30 P.M. EST.
AGM Agenda:
- Call Annual General Meeting to order
- Approval of Agenda
- Approval of Minutes from the 2023 Annual General Meeting
- President’s Report: Stacy Brooks
- Treasurer’s Report and Chapter Financial Statements
- Installation of new Board members for January 1, 2025
- Other Business
- Adjournment of meeting
👉 New nominations are not accepted from the floor of the annual meeting. Please complete a nomination form and email expressions of interest to the Durham chapter at durhamregion@advocischapter.ca by November 13, 2024.
CE Details:
👉 This event is pending approval of 1.0 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.
Speaker Bio's:
Joseph Galli, Founder
Pentor Finance
Over the past 40 years, Joseph has completed dozens of restructurings, due diligence, and acquisition mandates in numerous industries on behalf of private equity and venture capital firms. Joseph has directed over 200 conferences, seminars and workshops, has been a board member of several private and public organizations and is also an investor in a number of early-stage public companies in Canada and the USA.
Prior to forming the PENTOR Group, Joseph was a consultant with Ernst & Whinney (now KPMG International) where he successfully raised millions of dollars and gained expertise in insolvency, bankruptcy, and corporate restructurings. He is also the founding member of the Montreal chapter of the Private Capital Markets Association of Canada (PCMA) and was on the National Board of Directors for Canada. In 2010, when 2 of his 3 sons were diagnosed with Loeys-Dietz syndrome (LDS), Joseph’s primary focus became creation and direction of the Loeys-Dietz Syndrome Foundation of Canada (LDSFC). Today, LDSFC is a national charitable organization dedicated to the promotion of research, awareness, education and support for those affected by LDS and related heritable disorders. The goal was to develop a program that promotes fund raising strategies through the donation of lapsing life insurance policies. PCS currently has one client - LDSFC.
Joseph is fluently bilingual in English and in French. He has a Bachelor of Finance Degree from Concordia University in Montreal. He has a thorough and comprehensive understanding of the North American business scene, including the unique Quebec perspective. Joseph has three adult sons and lives in Montreal.
Neil Kellock
Regional Sales Director, Sun Life
With more than 30 years in the insurance and financial services industry, Neil Kellock is known for building meaningful and mutually profitable relationships with advisors that are based on integrity, trust and mutual respect. His goal is to help advisors focus on growing their business by sharing his strong knowledge of product, proven selling techniques and effective sales concepts.
Neil prides himself on being a strategic problem solver. When working with advisors, he motivates them to achieve challenging goals and look for innovative approaches to working with Clients. His experience and expertise is why he is a frequent guest speaker for Advocis as well as other industry events.
Whether you need help developing a sales plan, need a partner who can help with training or mentoring, or want to learn more about territory and account management, Neil can help.