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SEMINAR

UPDATE 2019

The economy is uncertain, compliance is taking centre-stage and an aging demographic is creating new demands on financial advisors every day. Update 2019 will explore areas of vulnerability for the advisor’s practice and their ability to serve their clients well. Discussions will focus on how advisors can use foresight to create awareness and insight to inspire action. Building this level of trust with clients helps to improve their financial viability. Equally important, it allows advisors to strengthen their own viability, as the financial capability linchpin clients need today.

Update 2019 will address such areas as:

  • Investment Planning, in an uncertain world
  • Today's Senior Clients, using foresight to reduce risk
  • Facing Senior Client Issues head-on
  • Decumulation Planning, without running out of money

Attendees of this year's edition of Update will get new and practical ideas from industry experts, ready to apply in their practices!

CE CREDITS

Seminar: 6 CE Credits (based on full attendance)

Advanced Learning Modules: 6 CE Credits (upon successful completion of the quizzes for each of the modules)

 

Seminar Schedule

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

View Schedule

Your moderator for the Update 2019 video-taped interviews is Frank Vanden Broek, CFP®

Hear from industry experts who discuss these key issues in a series of video-taped presentations.

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).