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

Event information for Windsor


 Event Detail
Organized by: Chapter     
Event Title: Update 2019 - From Vulnerability to Viability  Event Type: Seminar 
Date/Time
Start: 9/13/2019 End: 9/13/2019 Start Time: 8:00 am End Time: 5:00 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.

Update 2019 

Date: Friday September 13th 2019 

Location: Ciociaro Club Of Windsor

3745 N Talbot Rd, Oldcastle, ON N0R 1L0 

Time: 8:00am to 5:00pm 

Price: $100 for Members & $200 Non-Members

Includes: Breakfast, Lunch and Followup Group Session

Earn up to 12 CE Credits 

 
Agenda:

  • 8:00am: Registration & Breakfast
  • 10:30am: Break
  • 12:00pm: Lunch 
  • 2:00pm: Break
  • 5:00pm: Seminar Concludes


 
CE Credits: 12 
Speaker
Biography:
 
 
Location Ciociaro Club of Windsor
3745 N Talbot Rd
Windsor, ON N0R 1L0
Contact Advocis Windsor

info@advocischapter.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $100.00 $   
For non-member: $ $200.00 $