Fall Update 2018: Forward Thinking - Take your practice to the next level

Brix Studio, Vancouver (or by webinar)
Wednesday, September 26, 2018 - 8:00am - 4:00pm

Update 2018 will take advisor's thinking to the next level. Using a Forward Thinking approach with clients, new possibilities may be uncovered to ensure financial plans continue to meet changing needs. This may mean having new conversations on such topics as:

  • Technical/Tax Update – industry round-up
  • Living Benefits – making the case
  • The Burden of Illness – key strategies for business owners & executives
  • Lessons from Behavioural Finance – impacting financial decision-making

Note: This is the same course offering as the Spring Update session.

UPDATE 2018: a series of video taped interviews with subject experts
Our experts include:

  • Marilyn deRooy-Pearson, CPA, CA, CLU®, CFP®, TEP
  • Glenn T. Welch, CLU®, CHS®, CH.F.C.®, CFP®
  • Andrew MacKinnon, CLU®, CFP®
  • Chuck Grace, CMA, CPA, CMC
  • Moderated by Terry Zavitz , CLU®, CHS®, CFP®, TEP

Learn more about our experts here.

In addition to a full day of continuing education and professional networking, you also have access to the Update 2018 self-study segment. These online readings further explore the topics presented in the seminar segment.

Earn 6 hours of Institute-accredited CE in four online self-study segments.
  • 1 one-hour segment
  • 1 two-hour segment
  • 2 one and a half hour segments

Tired of being stuck in traffic? Not an early riser? You can attend the Update 2018 from the comfort of your home or office as it will be broadcast live and online for your convenience. Register to attend by Webinar below (rather than in person) to utilize this technology offering. Virtual discussion groups and online polling will be utilized to monitor attendance and provide the same level of interaction as in person attendance.

Earn up to 12 Institute CE credits: 6 CE credits for the seminar portion and 6 CE credits for the self-study portion!

Event Details

Date   Wednesday, September 26, 2018

Agenda   8:30am – Breakfast and Registration
9:00am to 4:30pm – Update 2018 Session
Breakfast and lunch provided.

Attend   IN PERSON
Brix Studio
102 - 211 Columbia Street
Vancouver, BC V6A 2R5
Map  |  Parking Info



Rates   In Person:
Members - $187.95
Non-Members - $262.50
Advanced Series and Advisor Series A Events Pass holders - Free*
Advisor Series B and Seminar Series Pass holders - 15% discount**

Members - $161.70
Non-Members - $236.25
Advanced Series and Advisor Series A Events Pass holders - Free*
Advisor Series B and Seminar Series Events Pass holders - 15% discount**

Prices include GST (GST # 128563152)

*Advisor Series A and Advanced Series Events Pass holders must RSVP to our office to attend this session (604-941-9657).

Registration   In Person Non-Events Pass holders: Click here to register.

Webinar Non-Events Pass holders: Click here to register.

  • To receive your program materials you must register for this course online using the links above, unless you are a Events Pass Holder.
  • One Update 2018 event is included for Advisor Series A and Advanced Series Events Pass holders. You must RSVP to our office if you plan to attend this session (604-941-9657).
  • Seminar Series and Advisor Series B Events Pass holders receive a 15% discount on registration for Update 2018. Holders of this pass must register by contacting our office at info@advocisvancouver.ca or 604-941-9657 to receive the discount.

Please register by Monday, September 24, 2018 at 5:00pm

CANCELLATION POLICY For a refund please provide 48 hours cancellation notice by emailing GreaterVancouver@AdvocisChapter.ca. No Shows will be billed unless 48 hours cancellation notice is given.

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