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

Event information for Greater Vancouver


 Event Detail
Organized by: Chapter     
Event Title: Update 2018 - Spring-Webinar Registration  Event Type: Seminar 
Date/Time
Start: 6/5/2018 End: 6/5/2018 Start Time: 8:30 AM End Time: 4:30 PM
Description:


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.

 
Agenda:  
CE Credits: 6 CE for full day attendance, 6 CE for Self-study 
Speaker
Biography:
 
 
Location Online via Webinar
Webinar
., BC .
Contact Advocis Vancouver

info@advocisvancouver.ca
Notes: