Taste of the Schools 

Ever wondered what it would be like to experience the superior quality of the Faculty at an Advocis School with the convenience of virtual attendance? Join us on September 21, September 28, and October 5th, from 10:00 A.M. - 12:30 P.M. (MST) as Advocis Banff School, Advocis Atlantic School, and EduVacation (Advocis Okanagan School) come together to sponsor an exceptional education experience!

These 2.5-hour sessions will showcase the type of content all three schools provide for their attendees. Each session will share two top executives' perspectives on our industry and where they see it going.

Agenda:

Tuesday, September 21, 2021
10:00 A.M - 12:30 P.M. (MST)

Rowena Chan - The Future of Insurance

In today’s hyper-competitive and rapidly evolving marketplace, client focus has never been more important. Rowena Chan will share her thoughts on emerging trends and opportunities, the importance of trusted relationships, and how technology will enable the personalized service needed to win in the future.

Anwar Visram - Cyber Risks and Security for Financial Advisors

As a financial advisor, you spend years to decades building trusted relationships, establishing your reputation, and building your book.

Whether you are an independent advisors or part of a firm with many offices, technology is critical for almost every aspect of your operations including communication, scheduling, CRMs, websites, social media, marketing, electronic document services, client databases, and financial analysis tools to name a few.

Regulatory standards require you to ensure that you operate in a much more secure and private manner. Both the standards and the associated penalties are continuously increasing.

The legal, regulatory, financial, and reputational consequences of a breach can be catastrophic to the point where many businesses are simply unable to survive - losing almost everything they worked so hard to build.

During this presentation, we will discuss some of the top threats faced by financial advisors, learn critical lessons from real-life breaches, stay ahead of the regulatory standards.

Tuesday, September 28, 2021
10:00 A.M - 12:30 P.M. (MST)

Denika Heaton - What you need to know for 2022

This presentation will cover recent jurisprudence and legislative updates that you need to know going into 2022. The presentation will be a cross-country round-up of some of the seminal cases and legislative changes that could impact your clients and their estate plans.

Herb Huck – Insurance Product Suitability

Herb will speak on how to develop cases and determine product suitability in the corporate marketplace.

Tuesday, October 5, 2021
10:00 A.M - 12:30 P.M. (MST)

Dr. Sanjay Tolani – Concept Presentations and Handling Objections

Dr. Tolani will speak on using the sales cycle, developing a concept presentation, and how to handle objections.

Jamie Golombek – Tax Update 2021

Jamie will review the hottest tax developments in 2021, including the new employee stock option rules, the future of charitable foundations, recent tax cases of interest, and new CRA pronouncements. Pending a federal election announcement, he will also review the various parties’ election tax promises, including the future of wealth taxes in Canada.

Questions:
If you have any questions or concerns regarding this event, please contact us at: banff@advocisschool.ca