Orchid Information Session | Regina Floral Conservatory: Tickets, Dates & Itineraries

Time:	Mar 16, 2026 (UTC-6) ENDED
Location:	Regina Floral Conservatory

Time:

Mar 16, 2026 (UTC-6)

ENDED

Location:

Regina Floral Conservatory

Events

1925 Victoria Avenue, Regina, SK S4P 0R3

Advocis South SK: President’s Lunch n’ Learn | Crave Kitchen + Wine Bar

Creative Techniques to Transfer Wealth Using Segregated Fund Contracts with Bill Welk and Sogol Onsori from Sun Life South SK: President’s Lunch n’ Learn Bill Welk , Wealth Director in Saskatchewan with Sun Life Global Investments , along with his colleague Sogol Onsori , Director, Insured Wealth for Western Canada will be discussing Creative Techniques to Transfer Wealth Using Segregated fund contracts! Segregated funds are a powerful tool in wealth transfer planning. This presentation provides several examples of cases involving the use of segregated funds to meet your clients’ unique wealth transfer goals. What is in it for you and your clients: Retention of assets and keeping the assets on your book Control of assets beyond the grave to pass money to the next generation with control Gifting while still living but with control – legacy planning Blended families/Second marriages - making sure the spouse is taken care of but the remainder can be passed to the beneficiaries Privacy and how to select the correct executor Bypass of probate and how to lessen the mounting estate and legal costs if the correct planning is done 📅 Thursday, May 14, 2026 🕘 11:45 am - 1:30 pm (CST) 📍 Crave Kitchen & Wine Bar 1925 Victoria Avenue, Regina, SK S4P 0R3 Ticket Details: 🎟️ | Membe r: $20 plus gst & ticketing (use your Advocis ID to register) 🎟️ | Non-Member/Guests: $40 plus gst & ticketing Limited tickets are available on a first-come, first-serve basis. Register by Friday, May 12, 2026 CE Details: 👉 This event is pending for 1.0 CE Credit 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 conference and sign in and out at the registration table. a. If you would like to be extended the member pricing, please join here . Please contact the organizer to confirm if this conference qualifies for your provincial insurance council credits. Questions or interested in sponsoring our chapter?: Please reach out to the Advocis South Saskatchewan chapter at SouthSask@advocischapter.ca. Lunch Sponsored by: Information Source: Advocis South Saskatchewan Chapter | eventbrite

May 14, 2026 (UTC-6)