CLU Update 2024 Advocis Greater Vancouver, Vancouver Island, Okanagan, and Kootenays are pleased to host this event. Join us for this event on May 7th and 14th to keep advisors current on important technical concerns and client-facing issues impacting financial planning today. Topics include: - AI in Finance: Striking the Right Mix
- Building Tax Legislation Awareness
- Building Tax Legislation Awareness
- Balancing Priorities for Client-Centric Success
Alaeddine Jabri, Sterling Rempel, Stefano Pannu, and Pete Gillespie will lead us through Update 2024. Members and non-members from across the region and the country are welcome to attend. Attendees are required to be present for both the sessions. Ticket sales close on May 5th. CE Credits: Earn 6 CE credits for full attendance of both Part 1 and Part 2. (Note: CE credits are NOT available for partial attendance.) Earn up to an additional eight (8) CE credits for completion of the Advanced Learning Modules. You must be registered to receive the extra credits. (Total: 14 CE credits.) |