Update 2011
Testimonials
Phillip Farley, CLU, CH.F.C.
The Gryphin Advantage Inc
Hamilton, ON
“Well done! Professionally presented. Great environment to discuss issues between video segments with colleagues.”
“The Power of Integrated Financial Planning – Broad Concept is a reminder to ask the questions that leads to understanding what the client needs are.”
“Update 2011 is a must for advisors who want to update themselves on current issues in the financial services business.”
Robert McEachern, CFP, CLU, CH.F.C.
LifePath Transition Strategies
Barrie, ON
“Update 2011 is the most meaningful CE in the business. Nowhere else are you given this kind of quality.”
“In my opinion, Update 2011 should be part of the process for holding the CFP/CLU designation.”
“Whether you’re in family, retirement or the business market, there is something for everyone.”
“Update 2011 is a must for advisors who want to engage in meaningful CE in a unique environment . . . the group discussion allows you to interact with other successful advisors.”
Alfred Schorath, FSA, FCIA, CFP
Sun Life Financial
Calgary, AB
“I would definitely recommend Update 2011 to anyone working as a financial advisor. Since going into the financial planning field, Update has become part of my continuing education. I look forward to Update 2012.”
“In today's world, with so many complex family structures and blended families, it’s especially important that we understand the strategies available to address the potential financial issues, and to do our best to help our clients avoid future financial disputes.”
“Update 2011 provides an excellent format for additional learning of significant concepts important in financial planning. The seminar consists of interviews of subject matter experts by a knowledgeable moderator. It was relatively easy to follow the discussion and understand the concepts they were explaining. The review of the case studies and discussion of the questions in sub-groups and by all attendees reinforced our understanding.”
“The Strategies for Transferring Family Wealth section is timely. It helps you understand complex trust issues so you can apply what you’ve learned to your practice right away.”
Patricia Silver, CHS
Silver Insurance Group
Phelpston, ON
“Update 2011 keeps you current with what’s going on in the financial business, and makes you aware of the additional benefits you can offer your clients.”
“Update keeps you up to date on current legislation.”
Jason Nagel, CFP, CLU
Three60 Wealth + Estate Solutions Inc.
Calgary, AB
“Update 2011 is a must for advisors who want to stay current. It helps to keep you on top of the most recent rule changes that can have an impact on your clients.”
Karen Roy CFP, FLMI
Spectrum Financial Services
Barrie, ON
“Update 2011 is extremely beneficial to anyone in the financial services industry. It provides you with a wealth of up-to-date information on the issues we encounter daily in working with our clients, and on some of the areas we don’t see as often and are therefore not as familiar with from a rules and regulations standpoint.”
“I am a new CFP, fairly new to the advisory role, and have attended Advocis’ last two Update sessions. I highly recommend that everyone plug this event into their agenda. I gained a wealth of information from Update—much more than I could ever have gained through most other means of learning. I will be rearranging my schedule to ensure I never miss a future Update, and will recommend this program to my colleagues.”
Micah Neale CLU, CHS
Lifestyle Protection Canada
Sharon, ON
"I recommend the CLU Update 100% as it pushes Advisors to think outside the box and encourages a team building approach."
"Update 2011 is a must for current CLU designates needing a refresher or wishing to maintain their CLU knowledge. The Update is also for advisors who want to provide their clients with estate planning and wealth transfer advice."
Greg Barnsdale, CFP
Spectrum Financial Services
Barrie, ON
“Update 2011 is a perfect way to earn valuable CE credits while expanding your knowledge base so as to become a better advisor.”
“Update is a must for advisors whose desire is to be the best resource he or she can be for their client.”
Scott Wallace, CFP, CLU
Sun Life Financial
Edmonton, AB
“Update 2011 is a must for financial advisors who want advanced knowledge in insurance or financial planning. Update gives you access to information that is both timely and directly applicable to your growing practice, and is a great way for you to earn CE credits!”
Gerard Arsenault, CFP, CLU, CH.F.C. CHS
Dundee Private Investors
Killarney Road, NB
“Update 2011 brings financial advisors up to speed on what’s going on in the industry. Group discussions give you the chance to interact with other advisors while the jam-packed self-study segment is a veritable library of information that you will refer back to time and again.”
Brenda Kuerschner CFP, CLU
Nobrega Financial Inc.
Edmonton, AB
“Update 2011 groups allow for the widest possible range of insights. People can look at problems from a variety of different angles. Update provides valuable information in a condensed, “just-the-facts” format. It’s time well spent!”
B. Chegus CFP
Great West Life
Winnipeg, MB
“Update 2011 features excellent speakers and a case study that ties perfectly into each section. The section, The Power of Integrated Financial Panning, was particularly interesting in that it reminds financial professionals not to enter into client meetings with predetermined solutions.”
Alan Anderson CFP, RHU
St. Agatha, ON
“Update 2011 untangles the complexities around divorce and common relationships, and drives home how important it is for advisors to keep on top of their clients’ affairs.”
“I would recommend Update 2011 for the interactive case study alone.”
Terrence McBride, CFP, CLU
Raymond James Ltd
Saskatoon, SK
“Discussions around family law were balanced between the personal and the business; in most seminars the focus is only on the business. I found this balanced approach so refreshing.”
“Update 2011 is all about practicalities. I gained valuable interview skills and am now much clearer on the kinds of things I should be asking my clients.”
“I found the self study reading to be tremendously satisfying.”
Gene Zdril, CLU, CH.F.C.
The Benefits Guy
Parksville, BC
“As a financial professional, I keep up to date on procedure and methodology. Update 2011 gave me the opportunity to review and ensure that best practices are in place.”
Gregory Gies, CFP, CLU, CH.F.C., CHS
BridgeForce Financial Group
Kingston, ON
“I found the Extended Family issue relevant to my practice, and was able to implement what I’d learned immediately. It’s rare that one is able to get such a range of insights in one place. Update 2011 has delivered results!”
“I believe that by electing not to attend Update 2011, you are actually putting your practice at risk.”
Gary Olson, B.Comm.(Hons.), CLU, CH.F.C., CHS
Estate & Financial Planning Specialist Estate & Financial Planning Services
Sun Life Financial
Winnipeg, MB
"My compliments on the Update 2011 content and forum. Very well done! It is the best Advocis event of the year, as far as I’m concerned."
James Zoellner, CLU, CHS
Sun Life Financial
Victoria, BC
“The format, take-away material and quiz for Update 2011 is outstanding. Advocis gets an A+ for putting this together! Looking forward to Update 2012.”
Donald Peace, B.A., B.P.E., B.Ed.
Manulife Financial
Advisor at Manulife Securities/Insurance, Investment Broker
Brampton, ON
“The case study approach, expert interviews and a variety of opinions from peers in attendance, was informative and priceless.”
Thomas Sullivan, CFP, CLU, CH.F.C.
H&H (Associates) Financial Services Inc.
Kingston, ON
“The Update 2011 case study was most refreshing, and I thought integrating it with the seminar was a very effective way to present it. Update 2011 allowed me to brush up on those skills I don’t use every day.”
Blair Corkum CA, R.F.P., CFP, CLU, CHS, FDS
Corkum & Arsenault
Charlottetown, PE
Update 2011 provided some in-depth perspectives on estate planning in how it dealt with the unique situations faced by blended families. The session also reminded participants of the importance of understanding our clients’ needs by asking the right kinds of questions, and gave a much-needed refresher on corporate life insurance issues.