Spring Update 2018
WHAT IS UPDATE 2018
Update 2018 will take advisor's thinking to the next level. Using a Forward Thinking approach with clients, new possibilities may be uncovered to ensure financial plans continue to meet changing needs. This may mean having new conversations on such topics as:
- Technical/Tax Update – industry round-up
- Living Benefits – making the case
- The Burden of Illness – key strategies for business owners & executives
- Lessons from Behavioural Finance – impacting financial decision-making
UPDATE 2018: A series of video taped interviews with subject experts
Our experts include:
- Marilyn deRooy-Pearson, CPA, CA, CLU®, CFP®, TEP
- Glenn T. Welch, CLU®, CHS®, CH.F.C.®, CFP®
- Andrew MacKinnon, CLU®, CFP®
- Chuck Grace, CMA, CPA, CMC
- Moderated by Terry Zavitz , CLU®, CHS®, CFP®, TEP
Learn more about our experts here.
WHAT IS THE SELF-STUDY SEGMENT?
In addition to a full day of continuing education and professional networking, you also have access to the Update 2018 self-study segment. These online readings further explore the topics presented in the seminar segment.
Earn 6 hours of Institute-accredited CE in four online self-study segments.
- 1 one-hour segment
- 1 two-hour segment
- 2 one and a half hour segments
ATTEND FROM YOUR HOME OR OFFICE
Tired of being stuck in traffic? Not an early riser? You can attend the Update 2018 from the comfort of your home or office as it will be broadcast live and online for your convenience. Register to attend by Webinar below (rather than in person) to utilize this technology offering. Virtual discussion groups and online polling will be utilized to monitor attendance and provide the same level of interaction as in person attendance. Please see important technical requirements.
Earn up to 12 Institute CE credits: 6 CE credits for the seminar portion and 6 CE credits for the self-study portion!
|Date||Tuesday, June 5, 2018
|Agenda||8:30am – Breakfast and Registration
9:00am to 4:30pm – Update 2018 Session
Breakfast and lunch provided.
102 - 211 Columbia Street
Vancouver, BC V6A 2R5
Map | Parking Info
ONLINE VIA WEBINAR
Prices include GST (GST # 128563152)
*Advisor Series A and Advanced Series Seasons Pass holders must RSVP to our office to attend this session (604-941-9657).
CANCELLATION POLICY For a refund please provide 48 hours cancellation notice by emailing GreaterVancouver@AdvocisChapter.ca. No Shows will be billed unless 48 hours cancellation notice is given.