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UPDATE 2018

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:

  • 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

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 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)

Webinar Schedule

Two days to choose from:
November 27 or November 28

Registration fee:
Members: $125
Non-members: $200

(+ applicable taxes)

FAQs

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Seminar Schedule

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

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Your moderator for the Update 2018 video-taped interviews is Terry Zavitz, CLU®, CHS®, CFP®, EPC®, GBA, TEP.

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).