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

Event information for Cornwall


 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: 8:30 AM End Time: 3:30 PM
Description:
We have had a demand to host the Update 2019 once again.  Therefore, now is your chance to register for this educational seminar.

Note:  We will be having a session at the end of October in order to do the Quizzes together as a group.  More details to follow.

Update 2019 - From Vulnerability to Viability

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.

The topic of the this year's Annual Update is From Vulnerability to Viability - Foresight, Insight, Trust

The annual update is presented in two parts, each earning you 6 CE credits for a potential of 12 CE credits.  The first part is a presentation of four pre-recorded videos followed by either a case study or discussion study.  The second part consists of a self-study segment on each topic.  There is a short online quiz after each segment. 

The following are the topics of each segment:

 1.   Investment Planning, in an uncertain world followed by a case study activity on                Demonstrating the Value of Advice.

 2.    Today's Senior Clients, using foresight to reduce risk.  A discussion activity on The TCP               Best Practice will follow.

 3.    Facing Senior Client Issues, head-on followed by a discussion activity on the Pitfalls of               POAs & Joint Accounts.

 4.    Decumulation Planning, without running out of money.  A case study activity on The               Retirement Income Puzzle will        complete this segment.

 The registration fee includes breakfast, refreshments during breaks and lunch.

 *****   RSVP as soon as possible *****

 AGENDA

   8:30 AM -   9:00 AM                    Breakfast

  9:00 AM - 10:00 AM                    Investment Planning, in an uncertain world.  Case study

10:00 AM - 10:15 AM                   Break

10:15 AM - 11:30 AM                   Today's Senior Clients, using foresight to reduce risk -                                                                             Discussion

11:30 AM - 12:30 PM                    Lunch

12:30 PM -    1:45 PM                   Facing Senior Client Issues, head-on - Discussion

  1:45 PM -     2:00 PM                  Break

  2:00 PM -     3:30 PM                  Decumulation Planning - case study


 
Agenda:

 AGENDA

   8:30 AM -   9:00 AM                    Breakfast

   9:00 AM -    9:15 AM Advocacy Update

  9:00 AM - 10:00 AM                      Investment Planning, in an uncertain world.  Case study

10:00 AM - 10:15 AM                     Break

10:15 AM - 11:30 AM                     Today's Senior Clients, using foresight to reduce risk -                                                                             Discussion

11:30 AM - 12:30 PM                     Lunch

12:30 PM -    1:45 PM                    Facing Senior Client Issues, head-on - Discussion

  1:45 PM -     2:00 PM                   Break

  2:00 PM -     3:30 PM                   Decumulation Planning - case study

 
CE Credits: 6 CE credits - Seminar & 6 CE credits - Self-Study 
Speaker
Biography:
 
 
Location Best Western Parkway Inn
1515 Vincent Massey Drive
Cornwall, ON K6H 5R6
Contact Rachelle Lodge
613-612-1305
rachelle_lodge@cooperators.ca
Notes:  

Registration Information -
  Early Bird Fee Regular Fee Late Fee
Fee apply date ->        
For Member: $ $125.00 $   
For non-member: $ $200.00 $