Advocis Kingston Annual General Meeting

AGM + a session on the ethical considerations in financial planning, highlighting the FP Canada Code of Ethics and Rules of Conduct • 🗓️ DATE: Thursday, Nov. 19, 2026 • 🕚 TIME: 10:00 AM - 1:30 PM • 📍LOCATION: Chartwell Conservatory Pond Retirement Residence, 1499 Stoneridge Dr, Kingston, ON K7M 9H9 • ✅ CE CREDITS: 2.00 CE Credits from The Institute 🟢 EVENT DESCRIPTION "Professional Responsibility Applied 2026" - This presentation discusses the ethical considerations in financial planning, highlighting the FP Canada Code of Ethics and Rules of Conduct. Provided will be real-case examples of breaches and their consequences, emphasizing the importance of disclosing conflicts of interest and adhering to ethical principles. Chuck Gallagher joins Alan Hoffman in the conversation to discuss the ethical implications of AI in financial planning, emphasizing the need for transparency, trust, and informed consent. Both speakers emphasize the significance of ethical decision-making in personal and professional life, and the importance of using technology in a positive way. 🎟️ TICKET DETAILS ✅ As a benefit of membership, Advocis Members attend this event at a discounted rate. | ADVOCIS MEMBER RATE: $25 (+ ticket fees) 👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate. If your Advocis ID does not work, please check your Member Portal for a special promo code that may be used to unlock your discounted ticket. • 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. • PURCHASE BY NOVEMBER 17, 2026 @ 4:30 PM Eastern Time ✍️ HOW TO REGISTER • 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. • Do you need assistance using your Advocis ID at the checkout? We have a short video to assist you. • If you have forgotten your Advocis ID, please click here to recover it. • Members: If your Advocis member ID is not accepted by Eventbrite to unlock your member ticket, please login to your Advocis member portal for a backup promo code. • If you do not have an Advocis ID number please complete this form to request one. • If you would like to be extended the member pricing, please join here. CE DETAILS & REQUIREMENTS This event has been approved for 2.00 CE Credits by The Institute. **You must provide your Advocis ID when registering to be eligible to receve CE Credit **In order to receive your CE Certificate your information may be provided to a third party provider. Questions: If you have any questions or concerns regarding registering for this event, please reach out to the Advocis Kingston chapter at: [email protected].