Advocis Peel Halton : PPI Advanced Planning. Real-World Perspective

An Exclusive Double-Feature for Peel-Halton Advocis Two sessions. One powerful morning of ideas. Join PPI and the Peel-Halton Advocis Chapter for an exploration of advanced planning for business owners and high-net-worth Canadians, combining technical tax and estate-planning expertise with practical insights from advisors working with clients every day. Complex planning. Practical strategies. Better client conversations. The moderated Fireside Chat will offer futher insights, and disucss issues that matter most to you and your business. Time and Location: • November 18, 2026 • 8:30 AM - 11:30 AM • Credit Valley Country Club • 2500 Old Carriage Road, Mississauga ON L5C 1Y7 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: $45 (+HST) 🎟️| Non-Member: $65 (+ HST ) 🎟️| General Meeting only: Free • 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 November 10, 2026, at 11:30 A.M. EDT. CE Requirements: This event is pending approved 2.0 CE credits by The Institute. In order to receive CE certificate your information may be provided to a 3rd party provider. 1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate or not provided at the time of registration. 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. Questions: If you have any questions or concerns regarding this event, please reach out to the Advocis Peel chapter at: [email protected].