Speakers

EDUCATION & TRAINING

WHAT TO EXPECT

We’re bringing you an amazing experience in 2025!

Our expert speakers presented tangible takeaways, and solid, implementable strategies that attendees are now implementing to improve their businesses!

  • Market & Business Research
  • Business Development & Client Service

CHECK OUT OUR IMPRESSIVE SPEAKER LIST!

2025 Speakers

Session:

“The Great Wealth Transfer”

Session:

“Unexpectedly Unhinged Estates”

Session:

“From Hire to Retire”

Session:

“Succession Planning”

Session:

“Redefining Your Why”

Session:

“Corporate Estate Transfer”

Session:

“Unexpectedly Unhinged Estates”

Session:

“Did You Include Your Tax Lawyer?”

Session:

“Advocis Update”

Session:

“Advocis Update”

Session:

“Succession Planning”

Session:

“Field Underwriting: The New Reality Check!”

Session:

“How to Attract More of The Right Clients”

Session:

“How Valuable Are You to Your Clients?”

Session:

“From Stuck to Inspired”

Session:

“Retire and Aspire”

Session:

“The Butterfly Gift”

Session:

“Living Longer”

“The 2025 Advocis Pacific School is bringing together an incredible group of speakers, all absolute experts in their respective fields. You definitely don’t want to skip this!”

Saskia Vermeulen, CHS, CFP

Co-Chair, 2025 Advocis Pacific School

Don’t Miss Out!

Come to Kelowna, experience your transformation

Whether you’ve been to our event before (formerly named “Okanagan School”) or this is your first time, this is an event not to miss! Come discover what’s possible, along with your friends and colleagues.