Enhancing the professionalism of financial advisors in the best interests of the consumer

Event information for Ottawa


 Event Detail
Organized by: Chapter     
Event Title: Investment Strategies and Budget Update & PD passes  Event Type: Seminar 
Date/Time
Start: 4/27/2017 End: 4/27/2017 Start Time: 8:00 am End Time: 3:30 pm
Description:
Please join us on Thursday, April 27th to find out more about Investment Strategies and Budget Updates. 

Evelyn Jacks from The Knowledge Bureau, sponsored by Dynamic Investments, will provide a Budget update as well as inter-generational strategies to help you navigate with high net worth clients.

Author and retirement educator Barry LaValley will also help you understand the key issues that you will face as you work with your clients in retirement.

Click on the REGISTER button to view the full agenda.

An advocacy update will be included in this PD day.

Advocis members can still benefit from purchasing a PD Pass (with or without Update) which includes the April 27th PD day & Day of Excellence. 

Register here for a PD pass or at the link below.


Please read this entire e-mail to find out all of the information.  Not a member?  See the significant savings outlined below and inquire with Member Services as to how much it would cost you to join.

Please also note the NEW location for all PD days, except Day of Excellence, is now the INFINITY CONFERENCE CENTRE off Hunt Club near Uplands Drive.

IMPORTANT:  Day of Excellence is INCLUDED in all PD passes.  Do not purchase it separately.  

Our PD day program is one way that we give back to our members. A PD pass is a special thanks to our members as PD days are offered below cost to our members (at a cost of only $46.25 per day for regular PD days with a pass). 

If you are not a member, there has never been a better time to join!  Why not look into Advocis membership and save up to $520 + HST on PD days! Find out whether you could be eligible to join Advocis at half price!

For more information on Advocis membership, please call Member Services at Advocis National at 1-877-773-6765 (Monday to Friday; 8:30 am to 6 pm) and follow the prompts to Member Services and Join Advocis.  


2017 PD Passes still available!

Same great price as last year!  New location!

Full day professional development events held at…

Infinity Conference Centre
2901 Gibford Drive (off Hunt Club near Uplands)


Upcoming PD days included in the PD pass without Update ($185 + HST):

April 27th - Investment Strategies and Budget Update

June 27th - DAY OF EXCELLENCE (BONUS - $125 value at earlybird rate)

November 16th - Practice Management and Compliance


PD Pass with Update ($285 + HST) also includes:

September 14th ($150 value for $100 with PD pass with Update)

with 12 pre-approved CE credits and 12 PDU's (6 for attending and 6 self study)


All PD days are Thursdays.


Note:  New substitution rule!  You can send another person in your place once during the year.  You must notify the Ottawa administrator via email at least 10 days in advance.   

You may not substitute another person for Day of Excellence or Update.

Benefits of purchasing a PD Pass

·        Save time – you are pre-registered for all PD Days (and you can send a replacement once in the year if you can't attend; you can't lose!)

·        Save money on the regular PD Day cost (average of only $46.25 per PD day)


2017 Platinum Sponsor

 
 
Agenda:

Investment Strategies, Budget Update & AGM

April 27, 2017

DRAFT AGENDA

Infinity Conference Centre – 2901 Gibford Drive

(off Hunt Club near Uplands)

 

FULL DAY PROFESSIONAL DEVELOPMENT EVENT

 8:00 AM - 8:30 AM         Breakfast & Registration            

 8:30 AM – 8:45 AM        Welcome, Ali Pahlavani, MBA, CFP, CHS

Annual General Meeting & Elections (Kris Birchard, CLU, TEP, CH.F.C.)

 8:45 AM - 9:15 AM        Advocacy Update – David McGruer, CFP (PAC Committee)

 9:15 AM - 10:15 AM      The Retirement AdvisorCoaching your Clients through this Next Phase of Life – Barry LaValley, Retirement Lifestyle (Part 1 of 2)

In this presentation, author and retirement educator Barry LaValley will help you understand the key issues that you will face as you work with your clients in retirement. Barry looks at the challenges and concerns regarding such age-related areas as healthcare, Government programs, caregiving and assisted living. In addition, he will also talk about communications and aging and how advisors should adjust their language and presentations to a maturing clientele. Finally, he will share some ideas on how advisors can use a unique approach to discovery to help clients understand their priorities, values and life changes.

10:15 AM - 10:30 AM     Exhibitor Tables open & break

                                         Coffee Sponsor:  Foresters Financial

10:30 AM – 11:45 PM    Intergenerational Strategies – Evelyn Jacks, The Knowledge Bureau

Evelyn Jacks will provide an insight into intergenerational strategies that will help your high net worth clients. She will also update some of the changes in the latest budget that will be very important going forward.

     Sponsored by:  DYNAMIC FUNDS

11:45 AM - 12:00 PM    Book Review of “Great Books for Financial Advisors #1: Progress” by Johan Norberg – David McGruer, CFP

12:00 PM – 1:00 PM      Lunch & Presentations

1:00 PM - 2:00 PM        The Retirement AdvisorCoaching your Clients through this Next Phase of Life – Barry LaValley, Retirement Lifestyle Center (Part 2 of 2)

2:00 PM - 2:15 PM         Exhibitor Tables open & break

                                        Coffee Sponsor:  Foresters Financial

2:15 PM - 3:15 PM         Speaker/Topic to be confirmed

3:15 PM                        Adjournment

 

2017 PLATINUM SPONSOR


 
CE Credits: Estimated 5 CE credits & 5 PDUs 
Speaker
Biography:
 
 
Location Infinity Conference Centre
2901 Gibford Dr
Ottawa, ON K1V 2L9
Contact Ann Gregory

ottawa@advocischapter.ca
advocisottawa.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   3/11/2017  4/24/2017   
For Member: $ $65.00 $75.00   
For non-member: $ $120.00 $120.00