UPDATE 2017

Driving Client Value

With the implementation of CRM2 requiring investment fee disclosure along with the prevalence of ‘DIY’ investing, clients are questioning the need for engaging with a professional financial advisor at all.  This is coming at a time of unprecedented change particularly in the area of taxation. Add to that a persistent low interest-rate environment, the need for professional financial advice is critical.  More than ever, clients need to understand the value professional financial advisors bring to the table and Advisors need the tools to clarify their value.

Update 2017 will focus on four key areas critical for ‘Driving Client Value’ today:

With the new tax rules taking place on January 1st, 2017, time is of the essence for advisors to understand the opportunities for pre and post 2017 planning.  Before the clock runs down, advisors will want to consider:

  • 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?

Attendees of the 2017 edition of Advocis’ flagship learning event will hear rich and engaging discussions focused on the value of financial advice.

Seminar Schedule

Click on the button below to view upcoming seminars currently being offered at Advocis chapters across Canada.

View Schedule

Your host for the Update 2017 video interviews is Chris George, CLU®, CHS®, CFP®, TEP
Hear from our four experts, who discuss these key issues in a series of presentations.

Connecting clients to professional financial advice

REGISTER NOW

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS™, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).