| Update 2023 Resiliency Through Uncertainty
Strong | Flexible | Sustainable
Wednesday, June 14th and June 21st, 2023
9:00 A.M. to 12:00 P.M. PDT |
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Change is the only constant. Enter financial advisors and financial planners, who have a huge opportunity right now to lead by example in helping clients build their resiliency. The value of financial plans has never been clearer. However, the financial plan must become a living document. A crucial part of the plan is understanding clients beyond the numbers, what is important to them, personally, socially, what motivates them? Building this level of trust strengthens client relationships and helps them see the value of becoming actively engaged in the implementation of their financial plan. With you at their side, guiding them forward, they gain confidence to look at their plan through today’s lens; confirming goals and making adjustments if necessary. Helping clients learn how to treat their financial plan as a living, evolving roadmap ensures that it continues to deliver today and into their future. |
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| What’s included with your Update 2023 registration with our chapter? - Your ticket to attend our Update 2023 seminar
- Complimentary access to the online Advanced Learning Modules
- Valued at $110.00 + taxes (member) or $150.00 + taxes (non member) if you had purchased it separately
- Access to the online Advanced Learning Modules is available starting April 20, 2023 (please allow 24-48 hours for your access to be available through your dashboard)
- Up to 14.0 CE Credits by completing both the seminar and online modules
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Register Early: Available spots are limited and will be on a first-come, first-served basis: As a benefit of membership, Advocis Members are able to attend at a discounted rate. During the checkout use your Advocis ID as the promotional code to unlock the member rate. - Member: $150.00 + HST
- Non-Member: $225.00 + HST
- Tickets are non-transferable to another chapter or National's Update 2023.
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| Don't delay! Ticket sales end June 13th, 2023 at 11:30 P.M. - If you need assistance using your Advocis ID or promo code in the checkout, we have a short video to assist you.
- If you are not sure of your Advocis ID, and would like CE Credits, you may request it here.
- If you do not have an Advocis ID number, and would like CE Credits please complete this form to request one, prior to registering for this event.
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Update 2023 Explores: - Planning for the whole person
- Jackie McCann-Scott, CFP®, CHS
- The future of care
- Kusum Sen, CLU®, CHS, RIS, CII®
- Unpredictable planning for small business owners
- Warren Blatt, CLU®, CFP®,CHS
- The evolution of responsible investing
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CE Requirements: This event is approved by: - The Institute for 6.0 CE Credits (includes 1 Ethics)
- F P Canada for 4 FP, 1 PM, 1 Product.
- B ritish Columbia Insurance Council for 6 CE.
- M FDA for 5 PD, 1 BC-Ethics.
- Plus an additional 8.0 CE credits (now including 1.0 Ethics) upon successful completion of the Advanced Learning Modules.
This event is pending approval by: |
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Jeremy Cooper, CLU®, CEA
Financial Advisor and Partner, ITI Financial Inc.
Jeremy Cooper is a financial advisor providing holistic financial planning, including a full range of investment, tax, and insurance solutions. He has a special affinity for seeing Canadian families and their businesses prosper for more than one generation. Jeremy is the former President of the Advocis Medicine Hat chapter and currently sits on the board of the Calgary Chapter. [...] Continue to full Bio |
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Jackie McCann-Scott, CFP®, CHS
Certified Financial Planner, Lupin Planning Group Inc.
Jackie McCann-Scott is a fresh and forward-thinking financial planning practice that speaks directly to the financial decision makers running homes, business and communities while trying to enjoy every moment of the journey. [...] Continue to full Bio |
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Kusum Sen, CLU®, CHS, RIS, CII®
Financial Planner, Desjardins Financial Security
Kusum Sen is a Financial Planner with Desjardins Financial Security Independent Network and a seasoned insurance and investment professional, committed to expanding her knowledge base. An active member of Advocis, Kusum is a former member of the Toronto Chapter board. [...] Continue to full Bio |
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Warren Blatt, CLU®, CFP®,CHS
Financial Security Advisor, WDB + Associates
For over a decade, Warren Blatt has brought to his clients a knowledgeable and caring approach to financial and insurance planning. Warren is a member of Advocis and CALU, the Conference for Advanced
Life Underwriting. [...] Continue to full Bio |
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Nalini Feuilloley
Head of Responsible Investment, BMO Global Asset Management
Nalini Feuilloley, as Head of the Responsible Investment (RI) team, covers RI strategy, education and product support in North America. Nalini previously served as Head of Canada of the UN-supported Principles for Responsible Investment (PRI), where she managed the Canadian base of institutional clients and educated the broader investment community on ESG issues and integration strategies. [...] Continue to full Bio |
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