Shortcut Links

Past Events

Canada Sales Congress: Tools of the Trade

Location: 
Online
Date: 
Wednesday, October 20, 2021 - 8:00am - Thursday, October 21, 2021 - 12:00pm

csc2021_pub_web.png

Update 2021 - Open to the Future

Location: 
Online
Date: 
Wednesday, September 29, 2021 - 9:00am - Wednesday, October 6, 2021 - 12:00pm

Financial Planning Summit 2021

Location: 
Online
Date: 
Wednesday, March 10, 2021 - 8:00am - Thursday, March 11, 2021 - 1:30pm
 

  • Read more
  • U5A5 Topic: Client Engagement

    Location: 
    Online
    Date: 
    Tuesday, February 9, 2021 (All day) - Tuesday, February 23, 2021 (All day)

    Join us on February 9th and 23rd, 2021 for U5A5 Topic: Client Engagement. The times for the selected dates are to be determined.

    More details coming soon!

    U5A5 Topic: Preparation

    Location: 
    Online
    Date: 
    Tuesday, January 12, 2021 (All day) - Tuesday, January 19, 2021 (All day)

    Join us on January 12th and 19th, 2021 for U5A5 Topic: Preparation. The times for the selected dates are to be determined.

    More details coming soon!

    Estate Planning Conference

    Location: 
    Online
    Date: 
    Tuesday, October 20, 2020 - 9:00am - Wednesday, October 21, 2020 - 2:45pm

    On October 20th and 21st, 2020 we are bringing the Estate Planning Conference to you online.  Make sure to register early to reserve your spot.  As always, our focus will be to deliver excellent content through plenary presentations, interactive sessions, debates and more.  Our distinguished faculty will offer leading edge coverage of estate, gift and inheritance planning issues

    Removing Friction with Digital Tools

    Location: 
    Online
    Date: 
    Wednesday, October 7, 2020 - 2:00pm - 3:00pm

    Join us on October 7 to hear from Brandon Chapman, chair of the Advocis Technology Task Force speak on digital tools for Financial Advisors

    About this Event

    COVID-19 has dramatically changed the ability for the traditional in person planning process for most financial advisors.

    Update 2020: Client-Partnering in Economic Uncertainty

    Location: 
    Online
    Date: 
    Thursday, October 1, 2020 - 9:00am - 4:30pm

    About this Event

    Through video-taped interviews, you will hear from industry experts as they discuss important technical concerns and client-facing issues impacting financial planning today. Following each interview, you will participate in a group discussion activity to reinforce an area or areas addressed during the interview.

    The Update 2020 Webinar

    Location: 
    Online / Webinar
    Date: 
    Thursday, April 23, 2020 - 9:00am - 4:30pm

    Through video-taped interviews, you will hear from industry experts as they discuss important technical concerns and client-facing i

    Lead or Be Left Behind with Robert Gignac (Webinar)

    Location: 
    Online/Webinar
    Date: 
    Thursday, April 9, 2020 - 11:00am - 12:00pm
     
  • Read more
  • Website Design For Financial Services Professionals | Copyright 2021 AdvisorWebsites.com. All rights reserved