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

Event information for Edmonton


 Event Detail
Organized by: Chapter     
Event Title: Update 2019 - From Vulnerability to Viability  Event Type: Seminar 
Date/Time
Start: 9/25/2019 End: 9/25/2019 Start Time: 7:30 AM End Time: 4:00 PM
Description:
 

The economy is uncertain, compliance is taking centre-stage and an aging demographic is creating new demands on financial advisors every day. Update 2019 will explore areas of vulnerability for the advisor’s practice and their ability to serve their clients well.

Discussions will focus on how advisors can use foresight to create awareness and insight to inspire action. Building this level of trust with clients helps to improve their financial viability. Equally important, it allows advisors to strengthen their own viability, as the financial capability linchpin clients need today.

SEATING IS LIMITED AND REGISTRATION IS REQUIRED
 
Agenda:
 
CE Credits:  
Speaker
Biography:
 
 
Location Royal Mayfair Golf Club
9450 Groat Rd NW
Edmonton, AB T6G 2T5
Contact Kathy Shields
7809539244
kathy@shieldswealth.ca
www.advocisedmonton.com
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $150.00 $   
For non-member: $ $250.00 $