Fall Update 2018: Forward Thinking - Take your practice to the next level
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:
- 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.
WHAT IS THE SELF-STUDY SEGMENT?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
ATTEND FROM YOUR HOME OR OFFICE
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 |
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Agenda |
8:30am – Breakfast and Registration 9:00am to 4:30pm – Update 2018 Session Breakfast and lunch provided. |
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Attend |
IN PERSON Brix Studio 102 - 211 Columbia Street Vancouver, BC V6A 2R5 Map | Parking Info OR ONLINE VIA WEBINAR |
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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** Webinar: 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).
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Registration |
In Person Non-Events Pass holders: Click here to register. Webinar Non-Events Pass holders: Click here to register.
Please register by Monday, September 24, 2018 at 5:00pm |