Having Fun with Financial Insights

Join your Advocis peers at our next in-persion learning session followed by networking. With three areas of focus, we will be sure to touch on important topics pertinent to your business. We will have silver sponsor speaker Cem Esen, dive into untapping client opportunities with Guarantee Advantage. Followed by gold sponsor Bill Walker, who will talk about the next evolution of health benefits. Wrapping up our learning session will be Kevin Tomlinson sharing insights on year end tax planning. Stay for cheers and chatting at the family owned farmhouse brewery where there's a seat at the table for everyone! We can't wait to see you!

• Tuesday October 8th, 2024
• 2:00pm to 5:00pm learning session followed by networking till 7pm
• 100 Acre Brewery Peterborough
• Networking includes a beer and dinner

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 discounted rate!
  

🎟️| Member: $20

🎟️| Non-Member: $40

• Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.

• Limited tickets are available on a first-come, first-serve basis. Please purchase by October 4th, 2024, at 2:30 P.M. EDT.

CE Details:

👉 This event is pending approval of 2.5 CE Credits by The Institute

**You must provide your Advocis ID when registering to be eligibcle 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.

Presenters:

Cem Esen, RIS

Regional Sales Director | Desjardins

Cem is a bachelor degree holder in Economics from University of Istanbul & have his post-graduate degree on Financial Marketing. Prior to 2018, Cem was working for Export Development agency of Turkey, helping external debt management team with managing relationships. He joined the Desjardins in 2018 – worked in different positions within the firm and became a director, helping advisors with their practice on every step of his journey. On weekends, Cem loves spending time with his family and enjoys biking.

Bill Walker

Sr. Account Executive, Brokerage Sales | Blue Cross

Bio

Bill Walker has more than 30 years of experience in the development and distribution individual living benefits.

Bill`s current role is Senior Account Executive for Brokerage Sales in the GTA and Eastern Ontario. In this role Bill works with new and existing advisers who sell Blue Cross living Benefits.

Specialising in the development, distribution and promotion of individual living benefits, Bill has worked in senior capacities for several major health insurance providers over the years.

Bill is a big Leaf fan and advocate for animal welfare. In his spare time Bill volunteers and fosters dogs for two pet rescue organizations.

Kevin Tomlinson CPA (Ret), CGA (Ret), CFP (Ret)

With over 40 years of experience as a professional accountant and financial planner, I have earned the following: Chartered Professional Accountant (CPA), Certified General Accountant (CGA), and Certified Financial Planner (CFP) designations.

After completing my undergraduate degree, I began my accounting career. During the next 13 years I worked in different roles with a variety of large multinational corporations. These roles included taxation, strategic planning, budgeting and financial reporting. The firms represented many different industries, including electrical manufacturing, construction, consumer goods and pharmaceuticals.

In 1996, as the result of downsizing, I began a new career path as a Financial Consultant with Investors Group. During the next 23 years I held a variety of Consultant and Director positions. As I grew my own personal practice, I was also responsible for brand development and business growth in a variety of communities in Ontario and Nova Scotia.

In December 2019, I sold my practice. Since my semi-retirement, I have continued to develop my tax consulting practice.

I am actively involved in the local community. Currently I serve on the following: Four Counties Addiction Services Team Board of Directors and their Finance Committee, Easter Seals Peterborough Council and now Advocis – Peterborough Chapter as Treasurer.

I’ve been married for almost 40 years, have two adult married children and three granddaughters.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Peterborough chapter at Peterborough@advocischapter.ca