Advocis Presents: 
A Coffee Talk Webinar
Know Your (Senior) Client 

2022 Series - Episode one: Know Your (Senior) Client
 

As a financial advisor, the responsibility to Know Your Client is essential. When it comes to senior clients, this responsibility can run even deeper – especially in an era of significant intergenerational wealth transfer.

Join us on January 6th at 11:00 am EST for a Coffee Talk as Advocis welcomes Jennifer Moir, EPC, CRTS, CHS founder of Age Well Solutions she will introduce advisors to the unique nuances of the senior client, including how to create personalized and meaningful profiles through essential conversations, thoughts on the most vital resources from within your network to draw upon, and the most important ways in which you can add value.

Please refer to the chart below for your local timezone:

As a benefit of membership, this webinar series is exclusive to Advocis members. Tickets are limited and go quickly. Register today to reserve your spot! 

This episode of Coffee Talks has been approved by The Institute for 0.5 CE credit. 

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.