Open to the Future
At a time of unimaginable uncertainty, the need for financial advice has never been greater. With a future filled with so many unknowns, it’s difficult for clients to be open, let alone optimistic, about their financial future. By finding the safest ways to stay connected with clients, financial advisors and financial planners strengthen these trust-based relationships. Working together to explore solutions to situations they never thought they would be facing, they help clients be ‘Open to the Future’, no matter what it may look like.
Update 2021 explores:
- Inclusion, as we consider the value of recognizing and talking about diversity and bias
- Flexibility in salvaging financial plans from cash flow management to tax implications
- Finding innovative solutions to help keep plans on track all while staying safely connected to clients, staff and colleagues
Presented by individual Advocis chapters across Canada, Update 2021 is a facilitated seminar or National Webinar that includes four video-taped interviews with industry experts followed by group discussion activities for each interview.
Individuals who register for an Update 2021 chapter run seminar or National Webinar also receive access to the Advanced Learning Modules available online.
Who Can Register
Update 2021 is available for Advocis Member and Non-member Clients.
Participants earn six (6) CE credits (includes 1 ethics) for full-day participation for the Seminar or National Webinar, and additional CE credits upon successful completion of the Advanced Learning Modules. Click here for more details.