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

Event information for Durham Region


 Event Detail
Organized by: Chapter     
Event Title: Update 2019 - From Vulnerability to Viability  Event Type: Seminar 
Date/Time
Start: 6/13/2019 End: 6/13/2019 Start Time: 9:00 am End Time: 4:30 pm
Description:

Update 2019

 

UPCOMING EVENT

 

DISCOVER NEW IDEAS THROUGH VIDEO-TAPED 
INTERVIEWS WITH INDUSTRY EXPERTS

Mike RichardArthur FishEllen BessnerJason Heath, CFP®
Mike RichardArthur FishEllen BessnerJason Heath
Investment Planning, 
in an uncertain world
Today’s Senior Clients, 
using foresight to 
reduce risk
Facing Senior 
Client Issues,
 
head-on
Decumulation Planning, 
without running 
out of money

 

Frank Vanden Broek, CFP®

Frank Vanden Broek

Update 2019 
Moderator



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.

Seminar: A full day facilitated session with video-recorded interviews of experts discussing defined learning areas, plus activities that will be introduced for discussion following each topic area - 6 CE.

Online: Online modules available to seminar registrants include a quiz for each module to confirm learning - 6 CE.


 
Agenda:  
CE Credits: Potential 12 CE 
Speaker
Biography:
 
 
Location Hilton Garden Inn
500 Beck Crescent
Ajax, ON L1Z 1C9
Contact Jodi-Lynn Rees
9057252374
durhamregion@advocischapter.ca
advocisdurham.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   2/20/2019     
For Member: $ $135.00 $   
For non-member: $ $270.00 $