Don't miss out—these are the final sessions of 2024! Join Advocis National on December 2nd and 3rd, from 12:00 PM to 3:00 PM (Eastern), for our last virtual CLU Update of the year!

The 2024 Update is Packed with Value for All Industry Professionals

This isn’t just for CLU holders! With advanced educational content, this event will deliver insights and strategies to elevate your business. Whether you're a CLU, designation holder, or working toward a designation, there’s something here for everyone.

Two Power-Packed Half-Day Sessions:

• Monday, December 2, 2024, | 12:00 PM to 3:00 PM (EDT)
• Tuesday, December 3, 2024, | 12:00 PM to 3:00 PM (EDT)

Can’t attended in December? Take part in exclusive Chapter Lead Session:

Don’t let this opportunity pass you by—register now and secure your CE credits before the year ends!

Admission:

As a benefit of Advocis membership, members are entitled to attend these webinars at a discounted rate, use your Advocis membership ID as the promotional code to unlock these tickets.

• Member Admission: $150+ Tax

• Non-Member Admission: $225+ Tax

Full participation of both days is required in this event along with breakout session interaction to be CE eligible. If you cannot commit to both portions of the event you will not be issued any CE credit.

• Up to 14.0 CE Credits by completing both the seminar and online modules.

Empowering Financial Solutions:

Amidst the ongoing economic challenges, both clients and advisors find themselves at a financial crossroads. With mounting debt, pending mortgage renewals, and the fear of outliving their resources, clients feel the squeeze. The demand for professional financial advice has never been greater. However, the value of advice is not always understood.

Some clients may consider turning to AI as a solution, but is it? Meanwhile, advisors are grappling with compliance requirements and carrier demands, precisely when clients need them the most. Update 2024 will explore opportunities to balance practice demands and empower clients to make informed financial decisions in these turbulent times.

Update 2024 Explores:

• AI in Finance: Striking the Right Mix
• Building Tax Legislation Awareness
• Balancing Priorities for Client-Centric Success
• Outliving the Money

Questions?

If you have any questions or concerns regarding this event, please reach out to CE@advocis.ca.