Friday, April 13, 2018
Three days prior to the webinar, you will receive an email (as per the email address provided in your registration) with login information and important details regarding the webinar.
If you do not receive the email 24 hours prior to the event, please contact Member Services at 1-877-773-6765 or at firstname.lastname@example.org for assistance.
As Update 2018 is a very interactive seminar, in addition to viewing the presentations, you will be required to participate in online breakout group case study discussions four times throughout the day using the online chat forum.
Yes. You will receive 6 CE credits for attending the webinar and actively participating in the breakout group discussions. You can also earn up to an additional 6 CE credits upon completion of the 4 online self-study segments (optional) available to you with your webinar registration.
If you are not able to attend, you have up to three business days before the date of the webinar to cancel and get a full refund (no refunds after this time). To cancel, please contact Member Services at 1-877-773-6765 or at email@example.com.
The content is the same for both the seminar and the webinar. While participants attending both may find value by revisiting the course content, CE credits can only be granted for attending Update 2018 once in 2018.
For information on the self-study segments, click here.
Update 2018 Seminar is a distinct program from Update 2018 National Webinar and therefore are not transferable.
Individual chapters administer passports and only include events from that specific chapter. As a result, the Update 2018 Webinar is not included in chapter passports.
A strong internet connection – a LAN connection or a strong wifi signal with a minimum download speed of 10 Mbps.
Google Chrome browser preferred, Firefox will work as well.
Phone #: 1.877.695.5430
While market complexities and economic uncertainties create pressures for advisors to specialize, the importance of keeping clients focused on the big picture is a growing challenge. At the same time clients are living longer and the demands on their financial resources is taking a hit from growing debt to the potential of a health crisis.
Update 2018 will take advisor's thinking to the next level. Using a Forward Thinking approach with clients, new possibilities may be uncovered to ensure financial plans continue to meet changing needs. This may mean having new conversations on such topics as:
Attendees of this year's edition of Update will get new and practical ideas from industry experts, ready to apply in their practices!
Seminar or National Webinar: 6 CE Credits (based on full attendance)
Self-Study Segments: 6 CE Credits (upon successful completion of the quizzes for each of the four self-study segments)