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Update 2018
Be sure to register for this event, you will not want to miss it. Stay tuned for more details!
An Advocacy Update will be included in this PD day.
2018 Platinum Sponsor
 
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.
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Thursday, September 20, 2018
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Thursday, November 22, 2018
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| President |
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Janice McFarlane CFP, CLU, CHS
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| Officers and Directors |
| First Vice President |
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| Second Vice President |
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| Treasurer |
| Jacques Duplain |
| Kevin OConnor CFP |
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| Secretary |
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| Membership Chair |
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| Program Chair |
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| Professional Development Chair |
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| Public Awareness Chair |
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| Communication Chair |
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| Best Practices Chair |
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| Professional Conduct Chair |
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| Advocacy Chair |
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| Institute Representative |
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| Sponsorship Chair |
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| GAMA Representative |
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| Totem Pole Chair |
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| Past President |
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| Directors |
| Kristan Birchard CLU, CH.F.C.,TEP |
| Benjamin Agbogwu CIM |
| Ali Pahlavani CFP, CHS, MBA |
| Brandon Brisbois |
| Ian Wilson CFP |
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| Administrator |
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