September, 2018

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

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

WHAT IS UPDATE 2018
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:

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