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Last Chance To Register For: Advocis National Presents: Update 2021
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Advocis National Presents:
Update 2021

 

Advocis National is pleased to host Update 2021 - Open to the Future for Members and Non-Members across the country. With 6 CE credits (including 1 Ethics) available, Update 2021 promises to be a thoughtful and relevant educational experience.

Join us for your choice of session - you can choose either SESSION 1 or SESSION 2:

 

Update 2021: SESSION 1

  • November 30, 2021, 9:00 A.M. to 12:00 P.M. (EST)
  • December 1, 2021, 9:00 A.M. to 12:00 P.M. (EST)

 

- OR -

 

Update 2021: SESSION 2

  • December 2, 2021, 1:00 P.M. to 4:00 P.M. (EST)
  • December 3, 2021, 1:00 P.M. to 4:00 P.M. (EST)

 

Please note that the sessions above must be attended as indicated - you cannot 'mix and match' dates and times between SESSION 1 and SESSION 2.

As a benefit of membership, you are entitled to view this webinar at a discounted rate of $125.00 per ticket ($200 per ticket for non-members).

  • Use your Advocis Membership ID to trigger the promotional discount in Eventbrite.

 

 

Register Early:

Available spots are limited and will be on a first-come, first-served basis.

  • Registration closes on November 28, 2021, at 11:30 P.M EST.
  • Participants can earn up to six (6) CE credits (includes 1 ethics) for participation in the full seminar, and additional CE credits upon successful completion of the Advanced Learning Modules.
  • If you've already registered or attended an Update 2021 Chapter event, this is an encore presentation and No additional CE credits will be provided.
  • You will receive a confirmation email with webinar login details upon registration as well as a reminder email 24 hours before the scheduled start time. If you do not receive this information, please contact us at events@advocis.ca.

 

 

 

 

 

 

Open to the Future: 
Inclusive - Flexible - Connected

 

 

At a time of unimaginable uncertainty, the need for financial advice has never been greater. With a future filled with so many unknowns, it's difficult for clients to be open, let alone optimistic, about their financial future. By finding the safest ways to stay connected with clients, financial advisors and financial planners strengthen these trust-based relationships. Working together to explore solutions to situations they never thought they would be facing, they help clients be ‘Open to the Future’, no matter what it may look like.

Advocis Update 2021 will explore themes of:

  • Inclusion, as we consider the value of recognizing and talking about diversity and bias
  • Flexibility in salvaging financial plans from cash flow management to tax implications
  • Finding innovative solutions to help keep plans on track all while staying safely connected to clients, staff and colleagues.
  • Produced and delivered virtually, Advocis Update 2021 will continue to deliver leading-edge continuing education for financial advisors and planners.

Update 2021 is a facilitated seminar that includes four video-taped interviews with industry experts followed by group discussion activities for each interview.

 

Chapter Hosted Update 2021 Events:
Visit our events calendar
for additional dates and opportunities to attend Update 2021 with Advocis chapters. Reminder: as a benefit of membership, Advocis members can unlock member pricing when registering for any chapter event across Canada.

 

Questions:
Visit Update 2021 for more information. If you have any questions or concerns regarding this event, please contact events@advocis.ca.