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

Event information for Bay of Quinte


 Event Detail
Organized by: Chapter     
Event Title: UPDATE 2018  Event Type: Seminar 
Date/Time
Start: 10/18/2018 End: 10/18/2018 Start Time: 8:00 AM End Time: 4:00 PM
Description:
2018 UPDATE  - BAY OF QUINTE HOST THIS YEAR!

PLEASE NOTE THAT THE EVENT IS ON THURSDAY OCTOBER 18TH AS OPPOSED TO FRIDAY THE 19TH DUE TO AVAILABILITY OF THE SELBY HALL.

Update 2018 will take advisor’s thinking to the next level, focusing on;

  • Technical/Tax Update – industry round-up
  • Living Benefits – making the case
  • The Burden of Illness – key strategies for business owners & executives
  • Lessons from Behavioural Finance – impacting financial decision making

Hear from industry experts:

  • Marilyn deRooy-Pearson, CPA, CA, CLU®, CFP®, TEP
  • Glenn T. Welch, CLU®, CHS®, CH.F.C.®, CFP®
  • Andrew MacKinnon, CLU®, CFP®
  • Chuck Grace, CMA, CPA, CMC
  • Moderated by Terry Zavitz, CLU®, CHS®, CFP®, EPC®, GBA, TEP

Earn up to 12 Institute Accredited CE credits. 6 CE credits earned when you attend Update 2018 seminar at your local Chapter. 6 CE credits earned for the self-study portion.

* Please note Update 2018 is not a live event.

 
Agenda:  
CE Credits: 6 CE for full day attendance, 6 CE for Self-study 
Speaker
Biography:
Phil Wild 
 
Location Selby Hall
114 Pleasant Drive
Napanee, ON K0K 2Z0
Contact Wendy Kellar
613-398-1394
wendykellar@xplornet.com
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $150.00 $   
For non-member: $ $250.00 $