BC Region Chapters: Update 2025 - Building Strong Financial Foundations

Advocis Greater Vancouver Chapter

Update 2025 is a facilitated session that includes 4 interviews with industry experts, each followed by group case study discussions.

Advocis Greater Vancouver, Vancouver Island, Okanagan and Kootenay are pleased to jointly present Update 2025 virtually for the British Columbia Region. Members and non-members across the region and the country are welcome to attend. <h2>Update 2025: Building Strong Financial Foundations</h2>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.<h3> This program is presented virtually over two half-day sessions on:</h3><ul><li>PART ONE - Thursday September 11, 2025, 9am - 12pm</li><li>PART TWO - Thursday September 18, 2025, 9am - 12pm </li></ul> Full participation of both days is required in this event along with breakout session interaction to be CE eligible. If you cannot commit to both portions of the event you will not be issued any CE credit. <h2>What’s included with your Update 2025 Registration:</h2><ol><li>Your ticket to attend our Update 2025 seminar</li><li>Complimentary access to the online Advanced Learning Modules</li><li>Up to 15.0 CE Credits by completing both the seminar and online modules </li></ol><h3>Tickets are limited and available on a first-come, first-serve basis. Pricing for this virtual session of Update 2025:</h3><ul><li>Member: $199 + Tax</li><li>Non-Member: $399 + Tax Advocis Members use your Advocis ID number to unlock your member ticket. </li></ul>

<h2>Update 2025 Explores:</h2><ul><li>Income Planning for a Purposeful and Fulfilling Retirement</li><li>Post-mortem Tax Planning: Weighing the Costs and Benefits</li><li>Initiating Incapacity Planning</li><li>Succession Planning for Financial Advisors and Planners</li></ul>

<h3>Complimentary with your Seminar Registration: Update 2025 Advanced Learning Modules</h3>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.

<h3>CE:</h3>Participants earn six (6) CE credits (including 1 Ethics) for full participation in the Webinar, and an additional nine(9) CE credits upon successful completion of the Advanced Learning Modules.

<h3>To be eligible to earn any CE from this event, you must:</h3>

<ul><li>Full participation of both days is required in this event along with breakout session interaction to be CE eligible. If you cannot commit to both portions of the event you will not be issued any CE credit.</li><li>Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is missing.</li><li>Do you need assistance using your Advocis ID in the checkout? We have a short <a href="https://youtu.be/6IQT3JIZk7g" title="https://youtu.be/6IQT3JIZk7g" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">video </a>to assist you.</li><li>If you have forgotten your Advocis ID, <a href="https://imislegacy.advocis.ca/account/idRecover.aspx" title="https://imislegacy.advocis.ca/account/idRecover.aspx" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">please click here</a> to recover.</li><li>If you do not have an Advocis ID number, please complete this <a href="https://imislegacy.advocis.ca/account/nonMemRegForm.aspx" title="https://imislegacy.advocis.ca/account/nonMemRegForm.aspx" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">form to request one</a>.</li><li>Attend the webinar using the email address entered on your registration form</li><li>If you would like to be extended the member pricing, <a href="https://myadvocis.ca/membership/categories/" title="https://myadvocis.ca/membership/categories/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">please join</a>.</li></ul> <h4>Refund Policy:</h4>Please note that all registrations for in-person and virtual events are final sale and non-refundable. If you are unable to attend a virtual event, you may transfer your registration one time only to another virtual Update 2025 session, provided your request is submitted at least five (5) business days before the event date. Additionally, purchases of the online Advanced Learning Modules (without webinar registration) are non-refundable.

<h2>Questions:</h2>If you have any questions or concerns regarding this event, please reach out to the event host: GreaterVancouver@advocischapter.ca.

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BC Region Chapters: Update 2025 - Building Strong Financial Foundations

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BC Region Chapters: Update 2025 - Building Strong Financial Foundations

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