Coffee Talks is a webinar series by Advocis featuring 30 minute talks on subjects of interest for advisors.
Episode fourteen: CALU and You: Strengthening our Professional Voice
The Conference for Advanced Life Underwriting (CALU) is the only national professional organization dedicated to advanced planning issues in life and group insurance, wealth management, tax and succession planning. As a strategic partner to Advocis, CALU acts as a strong voice for public policies that support the financial well-being of Canadians and family businesses
Join us on October 1st at 11:00 am EDT for a Coffee Talk with Cindy David, CFP, CLU, FEA, TEP, CALU Chair of the Board as she offers examples of CALU research into how various audiences perceive the value of professional financial advice, demonstrates how to communicate impactfully about the value of advice depending on the audience, and explain how CALU membership can benefit the advanced financial advisor.
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