Advocis Simcoe Muskoka: Fill the Gap – Problem Solving For Your Client

Fill the Gap - Problem Solving For Your Client

Get ready for the first full day event of 2025! Join us on April 16th for Wisdom Wednesday #1! We’ll dive into a captivating array of topics and you can earn 4 CE Credits (pending). Don’t miss your chance to expand your knowledge and connect with fellow financial advisors—mark your calendar and register today!

• Date: Wednesday April 16, 2024
• 9:00am - 3:00pm
• Location: 676 Veterans Drive, Barrie, ON

Agenda

9:00 - 9:30 - Introductions and Welcome

9:30 - 10:30 - Peter Royster - Co-Operators - The Most Important Conversation You Will Ever Have

10:30 - 11:30 - Jihane El Azali - Edge Benefits - Protecting Your Paycheque: The Power of Disability Insurance

11:30 - 12:30 - Speaker To Be Confirmed - Sunlife - CriticaI Illness Insurance: Back to Basics

12:30 - 1:00 - Lunch Break and Networking

1:00 - 2:00 - Andrew Cairns - Home Equity Bank - Unlocking Possibilities: Home Equity & Retirement Strategies

2:00 - 3:00 - Hosted by Arun Channan -Professional Panel: From Novice to Mastery

Ticket Details:

👉 During checkout please use your Advocis ID as the promotional code to unlock your member rate.

• As a benefit of membership, Advocis Members attend this event at a discounted rate!
  

🎟️| Passholder: FREE

🎟️| Member: $35

🎟️| Non-Member: $75
🎟️| Table (8 tickets): $300

• Do you need assistance using your Advocis ID or promo code at checkout? Click here for a short video to assist you.

• Limited tickets are available on a first-come, first-serve basis. Please purchase by April 15th 2025 at 11:30 P.M. EDT.

CE Details:

👉 This event is pending approval of 4.0 CE Credits by The Institute

**You must provide your Advocis ID when registering to be eligile to receive CE Credit
**In order to receive your CE certificate your information may be provided to a 3rd party provider.

Registration Requirements:

1. Enter your Advocis ID on the registration form.
**If ID is inaccurate or not provided at registration you will not be eligible for CE Credit.

a. If you have forgotten your Advocis ID, please click here to recover.

b. If you do not have an Advocis ID number please complete this form to request one.

2. Attend the webinar using the email address entered on your registration form

a. If you would like to be extended the member pricing, please join here.

Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Simcoe-Muskoka chapter at: SimcoeMuskoka@AdvocisChapter.ca