CLU Update 2024: Empowering Financial Solutions

Advocis National is pleased to invite Advocis members and non-members from across the country to join us on April 29th & 30th from 10:00 A.M to 1:00 P.M. (Eastern) as we host CLU Update 2024: Empowering Financial Solutions.

Join us for both virtual half-day sessions on:

• Monday, April 29, 2024 | 10:00 A.M. to 1:00 P.M. (EDT)
• Tuesday, April 30, 2024 | 10:00 A.M. to 1:00 P.M. (EDT)

Admission:

As a benefit of Advocis membership, members are entitled to attend these webinars at a discounted rate, use your Advocis membership ID as the promotional code to unlock these tickets.

• Member Admission: $150+ HST

• Non-Member Admission: $225+ HST

Full participation of both days is required in 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.

• Up to 14.0 CE Credits by completing both the seminar and online modules.

Empowering Financial Solutions:

Amidst the ongoing economic challenges, both clients and advisors find themselves at a financial crossroads. With mounting debt, pending mortgage renewals, and the fear of outliving their resources, clients feel the squeeze. The demand for professional financial advice has never been greater. However, the value of advice is not always understood.

Some clients may consider turning to AI as a solution, but is it? Meanwhile, advisors are grappling with compliance requirements and carrier demands, precisely when clients need them the most. Update 2024 will explore opportunities to balance practice demands and empower clients to make informed financial decisions in these turbulent times.

Update 2024 Explores:

• AI in Finance: Striking the Right Mix
• Building Tax Legislation Awareness
• Balancing Priorities for Client-Centric Success
• Outliving the Money

Questions?

If you have any questions or concerns regarding this event, please reach out to CE@advocis.ca.