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

Event information for Ottawa


 Event Detail
Organized by: Chapter     
Event Title: Update 2019 - From Vulnerability to Viability  Event Type: Seminar 
Date/Time
Start: 9/26/2019 End: 9/26/2019 Start Time: 8:00 AM End Time: 4:00 PM
Description:
Update 2019

 

UPCOMING EVENT

 

DISCOVER NEW IDEAS THROUGH VIDEO-TAPED
INTERVIEWS WITH INDUSTRY EXPERTS

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,

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.
 

2019 Platinum Sponsor

 
Agenda:
Please see link for CE credit information
 
CE Credits: 12 CE credits & 12 PDUs (6 for attendance; 6 for self study) 
Speaker
Biography:
 
 
Location Infinity Convention Centre
2901 Gibford Drive
Ottawa, ON K1V 2L9
Contact Ann Gregory

ottawa@advocischapter.ca
advocisottawa.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   3/9/2019  9/20/2019   
For Member: $ $155.00 $165.00   
For non-member: $ $250.00 $250.00