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

Cornwall Chapter

 Upcoming Event Registration

Update 2019 - From Vulnerability to Viability

Update 2019





Mike Richard Arthur Fish Ellen Bessner Jason Heath, CFP®
Mike Richard Arthur Fish Ellen Bessner Jason Heath
Investment Planning,
in an uncertain world
Today’s Senior Clients,
using foresight to
reduce risk
Facing Senior
Client Issues,

Decumulation Planning,
without running
out of money


Frank Vanden Broek, CFP®

Frank Vanden Broek

Update 2019

Please JOIN us:
Engage in group discussion and case study activities designed to complement and deepen your knowledge in each key topic area.

Earn CE Credits for full seminar participation and additional CE Credits upon successful completion of the online portion available to you with your seminar registration.
The topic of the this year's Annual Update is From Vulnerability to Viability - Foresight, Insight, Trust

The annual update is presented in two parts, each earning you 6 CE credits for a potential of 12 CE credits.  The first part is a presentation of four pre-recorded videos followed by either a case study or discussion study.  The second part consists of a self-study segment on each topic.  There is a short online quiz after each segment. 

The following are the topics of each segment:

1.   Investment Planning, in an uncertain world followed by a case study activity on  Demonstrating the Value of Advice.

2.    Today’s Senior Clients, using foresight to reduce risk.  A discussion activity on The TCP Best Practice will follow.

3.    Facing Senior Client Issues, head-on followed by a discussion activity on the Pitfalls of POAs & Joint Accounts.

4.    Decumulation Planning, without running out of money.  A case study activity on The Retirement Income Puzzle will complete this segment.

The registration fee includes breakfast, refreshments during breaks and lunch.

*****   RSVP as soon as possible *****


  8:30 AM -   9:00 AM Breakfast
  9:00 AM - 10:00 AM Investment Planning, in an uncertain world.  Case study
10:00 AM - 10:15 AM Break
10:15 AM - 11:30 AM Today’s Senior Clients, using foresight to reduce risk - Discussion
11:30 AM - 12:30 PM Lunch
12:30 PM -    1:45 PM Facing Senior Client Issues, head-on - Discussion
  1:45 PM -     2:00 PM Break
  2:00 PM -     3:30 PM Decumulation Planning - case study
Thursday, July 4, 2019

Gailand Poapst CFP,CLU,CH.F.C.,RHU
 Officers and Directors
First Vice President
Jean Ricard CLU,CFP, FIC
Second Vice President
Joseph Szabo CHS
Roberto Brenes
Membership Chair
Desire Ndongo
Program Chair
Gailand Poapst CFP,CLU,CH.F.C.,RHU
Professional Development Chair
Jean Ricard CLU,CFP, FIC
Public Awareness Chair
Gailand Poapst CFP,CLU,CH.F.C.,RHU
Communication Chair
Rachelle Lodge CHS
Best Practices Chair
Gailand Poapst CFP,CLU,CH.F.C.,RHU
Professional Conduct Chair
Gailand Poapst CFP,CLU,CH.F.C.,RHU
Advocacy Chair
Gailand Poapst CFP,CLU,CH.F.C.,RHU
Financial Literacy Chair
Jean Ricard CLU,CFP, FIC
Institute Representative
Jean Ricard CLU,CFP, FIC
Sponsorship Chair
Joseph Szabo CHS
GAMA Representative
Totem Pole Chair
Gailand Poapst CFP,CLU,CH.F.C.,RHU
Past President
Rachelle Lodge CHS
Rachelle Lodge CHS
 Contact Information
Gailand Poapst
(613) 932-3137