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Update 2017 - Fall Seminar

Brix Studio, Vancouver BC (or via webinar)
Thursday, September 7, 2017 - 8:00am - 4:00pm

Update 2017 will focus on four key areas critical for 'driving client value' today:

  • The New Tax Rules – what’s in, what’s out, what’s still under revision?
  • Sticking to the Plan – on the road to retirement
  • Making the Money Last – during retirement
  • Estate Transition – are your ‘executor’ clients prepared?

UPDATE 2017: a series of video taped interviews with subject experts
Our experts include:

  • James W. Kraft, CPA, CA, MTax, CLU®, CH.F.C., CFP®, TEP, FEA
  • Teresa Black Hughes, CLU®, CFP®, R.F.P., CIM, FCSI
  • Aurora Tancock, CFP®, FLMI, AIAA
  • Scot Dalton, CIP, CEA
  • Moderated by Christopher George, CLU®, CHS®, CFP®, TEP

In addition to a full day of continuing education and professional networking, you also have access to the Update 2017 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

Tired of being stuck in traffic? Not an early riser? You can attend the Update 2017 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!

Event Details

Date   Thursday, Septemeber 7, 2017
Agenda   8:30am – Breakfast and Registration
9:00am to 4:30pm – Update 2017 Session
Breakfast and lunch provided.
Attend   IN PERSON
Brix Studio
102 - 211 Columbia Street
Vancouver, BC V6A 2R5
Map  |  Parking Info


Please see important technical requirements.
Rates   In Person:
Members - $179.00
Non-Members - $250.00
Advanced Series and Advisor Series A Seasons Pass holders - Free*
Advisor Series B and Seminar Series pass holders - 15% discount**

Members - $154.00
Non-Members - $225.00
Advanced Series and Advisor Series A Seasons Pass holders - Free*
Advisor Series B and Seminar Series pass holders - 15% discount**

Prices do not include GST (GST # 128563152)
Registration   In Person Non-Seasons Pass holders: Click here to register.

Webinar Non-Seasons Pass holders: Click here to register.
  • To receive your program materials you must register for this course online using the links above, unless you are a Seasons Pass Holder.
  • One Update 2017 event is included for Advisor Series A and Advanced Series Seasons Pass holders. You must RSVP to our office if you plan to attend this session (604-941-9657).
  • Seminar Series and Advisor Series B Seasons Pass holders receive a 15% discount on registration for Update 2017. Holders of this pass must register by contacting our office at info@advocisvancouver.ca or 604-941-9657 to receive the discount.

Please register by Tuesday, September 5 at 5 pm.

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.







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