Update 2022 - Purposeful Planning

Advocis Vancouver Island and Advocis Greater Vancouver are pleased to invite peer chapters Thompson Okanagan and Kootenay as they host Update 2022 Purposeful Planning - Resilient | Relevant | Ready.

• Wednesday, October 12 from 9:00 A.M. to 12:00 P.M. (PDT)
  • Hosted by Advocis Vancouver Island

• Wednesday, October 19 from 9:00 A.M. to 12:00 P.M. (PDT)
  • Hosted by Advocis Greater Vancouver

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 Monday, October 10, 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.
• Participants can earn 6.0 CE credits (now including 1.5 ethics) for participation in the chapter seminar
• Plus an additional 8.0 CE credits (now including 1.0 ethics) upon successful completion of the Advanced Learning Modules.

• 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