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Schedule Details
2025-10-01T09:00:00 to 2025-10-01T16:30:00
Price Details
633.97 CAD - 633.97 CAD
Age Restrictions
Age restriction mentioned
Ticket Website
Location Details
London
465 Sunningdale Road West, London, ON, N6G 5B9, Canada
About the Event
Update 2025 is a facilitated session that includes 4 interviews with industry experts, each followed by group case study discussions.
Advocis London is pleased to host Update 2025 in-person. All members and non-members across the region are welcome to join us.
The future is only as strong as the foundation it's built on. In today's post-COVID, high inflation, and insecure job environment, clients are experiencing high levels of financial stress. Building a secure foundation is now more challenging than ever. Professional financial advisors and planners are uniquely positioned to help Canadians navigate these turbulent waters. Update 2025 explores strategies to safeguard your client's assets, support their retirement goals and estate plan, and maximize their financial security. You'll also learn best practices to help clients optimize their retirement income and refine your practice to secure your own financial future.
Our session will be facilitated by Maxine Saunders, Advocis London's Professional Development Chair.
Registration and continental breakfast starts at 8:15
- Member: $299 + Tax
- Non-Member: $599 + Tax Advocis Members use your Advocis ID number to unlock your member ticket.
- Income Planning for a Purposeful and Fulfilling Retirement
- Post-mortem Tax Planning: Weighing the Costs and Benefits
- Initiating Incapacity Planning
- Succession Planning for Financial Advisors and Planners
Launching in Summer 2025 , these on-demand modules provide flexible, self-paced education designed to help professionals deepen their expertise in key areas. Accessible through your member dashboard , the Advanced Learning Modules offer high-quality, practical content tailored to evolving industry needs. Participants will earn an additional 9 CE credits upon successful completion.
Participants earn six (6) CE credits (including 1 Ethics) for full participation in the day's program, and an additional nine(9) CE credits upon successful completion of the Advanced Learning Modules.
To be eligible to earn any CE from this event, you must:
- Full day participation is required in this event to be CE eligible.
- Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is missing.
- Do you need assistance using your Advocis ID in the checkout? We have a short video to assist you.
- If you have forgotten your Advocis ID, please click here to recover.
- If you do not have an Advocis ID number, please complete this form to request one .
- Attend the webinar using the email address entered on your registration form
- If you would like to be extended the member pricing, please join .
Please note that all registrations for in-person and virtual events are final sale and non-refundable. Additionally, separate purchases of the online Advanced Learning Modules (without webinar registration) are non-refundable.
If you have any questions or concerns regarding this event, please reach out to the event host: London@advocischapter.ca.
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