Technology – the future of Financial Planning

Join Advocis Thompson Okanagan, Apexa, and the Advocis Technology Task Force for our "Technology – the future of Financial Planning" webinar on Thursday, May 13, 2021, at 12:00 P.M (PDT). We will feature different ways on how technology can help and improve your practice.

As a benefit of membership, this webinar is FREE for Advocis Members ($25 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 May 11, 2021 at 11:30 P.M. (EDT).
• This event is pending review for CE credits.

Presenters:

Johnathan Jarvie

Life Design.

Johnathan will be discussing the Life Design software and how it will become a time saver technology and integrate with other programs and MGA data.

Jonathan has been working with Life Design Analysis for over 4-years. During this time, Jonathan has worked with hundreds of advisors all over Canada with the goal of using LDA to increase sales, productivity and automate compliance through Life Design Analysis (LDA). Before working with LDA, Jonathan was LLQP licensed but worked with both Microsoft and Canon in business development roles.

Stacie Joosten

Conquest Planning Software.

Stacie will be discussing artificial intelligence financial planning, tools, integration with other platforms ex. CRM, MGA'S, Dealers, Ect.

Dylan Friedmann

Apexa

Dylan will speak towards Apexa and the Advocis Technology Task Force.