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

Event information for Saugeen


 Event Detail
Organized by: Chapter     
Event Title: Fall Update 2019 - From Vulnerability to Viability  Event Type: Seminar 
Date/Time
Start: 9/13/2019 End: 9/13/2019 Start Time: 9:00am End Time: 4:00pm
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.
 
Investment Planning, in an uncertain world Mike Richard Case Study Activity: Demonstrating the Value of Advice Today’s Senior Clients, using foresight to reduce risk Arthur Fish Discussion Activity: The TCP Best Practice Facing Senior Client Issues, head-on Ellen Bessner Discussion Activity: Pitfalls of POAs & Joint Accounts Decumulation Planning, without running out of money Jason Heath Case Study Activity: The Retirement Income Puzzle
 
Agenda:  
CE Credits: 6 CE for full day attendance, 6 CE for Self-study 
Speaker
Biography:
Video taped series 
 
Location Keil Dadson Insurance
120 Main Street West
Listowel, ON N4W2B5
Contact Dianne Lucas
519-291-5100
Dianne@keildadson.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->   5/24/2019     
For Member: $ $100.00 $   
For non-member: $ $250.00 $