Webinar

November 29 or 30

Connecting clients to professional financial advice

FAQ

Space is Limited

Driving Client Value

Hear rich and engaging discussions from experts focused on four critical areas that matter:

1. The New Tax Rules –what’s in, what’s out, what’s still under revision?

2. Sticking to the Plan –recommendations for your clients on the road to retirement

3. Making the Money Last –recommendations for your retired clients on making their money last

4. Estate Transition–do your “executor” clients understand the liability inherent in their role?

Engage with online discussion groups in four case study activities designed to complement and deepen your knowledge in each key topic area.

This webinar will provide 6 CE credits. Registration will also include an additional 4 self-study modules to give you up to 6 more CE credits.

Please note — presentations are video-taped interviews.

Register for a Session

November 29
9:00 - 4:00 PST

November 30
11:00 - 5:00 EST

Members: $125
Non-members: $200

Space is limited, so register today.

Your host for the Update 2017 video interviews is Chris George, CLU®, CHS®, CFP®, TEP
Hear from our four experts, who discuss these four critical areas that matter in a series of video-taped interviews.

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).