Update 2020

Join us on Thursday, October 1, 2020, at 9:00 A.M. PDT as Update 2020, is hosted by Advocis Greater Vancouver.

As a benefit of membership, you are entitled to view this webinar at a discounted rate of $125 per ticket ($200 per ticket for non-members).

Use your Advocis Membership ID to trigger the promotional discount in Eventbrite.
 

Register Early:

Available spots are limited and will be on a first-come, first-served basis.

• Please note that registration closes on September 28, 2020, at 11:30 P.M.
• 6 Life and 6 CE credits available for full participation in the Webinar 
• An additional 6 Life and 6 CE credits when completing the online self-study

Client Partnering in Economic Uncertainty Security

Through video-taped interviews, you will hear from industry experts as they discuss important technical concerns and client-facing issues impacting financial planning today. Following each interview, you will participate in a group discussion activity to reinforce an area or areas addressed during the interview.

All eyes are on the economy and how potential uncertainty will impact both investments and insurance. What market indicators are pointing to a financial market downturn? Advisors must take thoughtful steps to manage client behavior in all their life stages. Update 2020 will focus on what communication strategies need to be implemented for retired clients or those planning for retirement. It will also focus on how to strengthen relationships with clients by having proactive conversations and by being an emotionally intelligent advisor. Finally, Update 2020 will focus on technical estate planning strategies for small business owners.

Interviews focus on:

• Market Uncertainty and Client Behaviour
• Strategies for Clients who are Retired or Planning for Retirement
• state Planning for Small Business Owners
• The Emotionally Intelligent Advisor

Speakers' Bios: