Printer-friendly version
PDF version
Take advantage of the Advocis Update 2017 webinar
Advocis is excited to offer you the opportunity of attending a webinar-based Update 2017 on one of two dates – November 29 or November 30. If you haven't attended an Update 2017 seminar through your Advocis chapter previously, this will be a great opportunity for learning and earning continuing education (CE) credits prior to year-end.
Who should attend?
Designed for financial advisors working in complex markets with individuals, families and small business owners.
What is Update 2017?
Rich & engaging discussions from experts focused on four critical areas in a series of video-taped interviews.
- The new tax rules – what’s in, what’s out, what’s still under revision?
- Sticking to the plan – recommendations for your clients on the road to retirement
- Making the money last – recommendations for your retired clients on making their money last
- Estate transition – do your “executor” clients understand the liability inherent in their role?
Engage with online discussion groups in four case-study activities designed to complement and deepen your knowledge in each key topic area.
This webinar provides 6 CE credits. Registration also includes 4 additional self-study modules, giving you up to 6 more CE credits.
