Welcome to eFORUM! The newsletter of influence for financial advisors Created by the editorial team of FORUM magazine, eFORUM delivers Advocis members content they can use in their everyday communications with clients. Designed to inform and help advisors, eFORUM features practice management, insurance, tax, and estate planning strategies. Look for eFORUM in your inbox three times a year. |
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| What’s New at Advocis As we enter spring, things have continued to heat up at Advocis! A few highlights include: - Advocis Coffee Talks continues to bring espresso-sized webinars to members on a wide range of topics with CE accreditation for that bit of extra "kick."
- Manager Members of Advocis are invited by GAMA Global Canada to register for LAMP 2023, which will be held April 30th – May 2nd in Las Vegas, Nevada. Learn more about this premier event for financial services leaders.
- Join us for The Essentials of Estate Planning this two-part webinar series on March 22nd & 30th. Featuring Kevin Wark and Glenn Stephens, together they will use a series of case studies to review estate planning issues.
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| | By Jamie Golombek and Debbie Pearl-Weinberg
March 20, 2023 The tax-free First Home Savings Account (“FHSA”) gives prospective first-time home buyers the ability to save up to $40,000 on a tax-free basis towards the purchase of a first home in Canada. Like a Registered Retirement Savings Plan (RRSP), contributions to an FHSA are tax deductible and withdrawals to purchase a first home – including withdrawals of any investment income or growth earned in the account – are non-taxable, just like Tax-Free Savings Accounts (TFSAs). [..] Read more |
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| | By Kelly Maxwell
March 20, 2023 Dealing with the stress of uncertainty is a challenge that we all face. 2023 is no exception. News about a possible recession, rates of inflation, increased interest rates and market unpredictability can make emotions run high. Luckily, we have financial advisors to help put things into perspective – to better understand these uncertainties and what we can do to minimize our risk. Have you considered your team and how they are coping with uncertainties? [..] Read more |
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| | By Robyn K. Thompson
March 20, 2023
When it comes right down to it, what you are offering when you go into business as a financial advisor is yourself. To best present who you are and what you offer, you need to create a “brand identity” – the public face of your company and the person who runs it.. It’s what you present on your website, your social media pages and posts, your marketing brochures, and your media appearances.[..] Read more |
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