Reminder: Update 2022 - Purposeful Planning

Thompson Okanagan is pleased to invite peer chapters Vancouver Island, Greater Vancouver and Kootenay as they host Update 2022 Purposeful Planning - Resilient | Relevant | Ready. Join us for both half-day sessions on Wednesday, May 11 from 9:00 A.M. to 12:00 P.M. (PDT) and Wednesday, May 18 from 9:00 A.M. to 12:00 P.M. (PDT).

Your confident expertise, your support and reassurance, knowing that together you and your clients will find the best way forward for the short term and the long term. No one knows what the future will hold. But we do know that financial advisors and planners help clients prioritize their goals, create a plan of action and guide them forward. Advocis Update 2022 will help position financial advisors and planners to be resilient, provide timely and relevant advice to their clients and be ready to take on the future.

• Advocis Members use your Advocis ID number to trigger the promotional discount.

• Registration closes May 9, 2022, at 11:30 P.M. (PDT).
• Full participation is required in both morning sessions of 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.
• This event is approved by: The Institute for 6.0 CE Credits (includes 1.5 Ethics), AIC for 3.0Life,3.0 A&S., and ICM for 6.0 CE.
• This event is pending approval by: ICS, FP, IIROC, CSF, IQPF

• An Economic and Market Overview, understanding the economic indicators that could influence the performance of financial markets and the impact that may have on clients
• Legacy Planning, considering how clients nearing retirement can balance their legacy planning objectives with immediate family support and their lifetime cash flow needs
• Building Client Trust and Deepening Relationships through Higher Standards
• Taxation and Succession Planning for Business Owners