Advocis Durham – Practice Development Needs Analysis

Advocis Durham Region Chapter

Continue your journey with our trusted leaders in the next module of the Practice Development Series!

<h1>Durham Advocis – Practice Development: Needs Analysis</h1><p><br></p><p>Join us as the Durham chapter presents the next module in the Practice Development series. Continue to examine your client's financial planning goals as well as construct a net worth and cash flow statement. Join your peers in group discussion on finding potential opportunities to help your clients reach their goals.</p><p>Join moderators Andrew Gooden, Tracy Tronchin and Carmela Lombardi and see how the outcome of this exploration will help tailor a financial plan uniquely suited to the client’s needs, goals and aspirations.</p><h2>Tickets</h2><h3><br></h3><ul><li>Advocis Members - Free</li><li>Non-Members - $40 non-members</li></ul><h3><br></h3>

<h2>CE Requirements</h2><h3>This event is approved for 2.0 CE credits. To be eligible to earn any CE from this event, you must:</h3><ol><li>Enter your <strong><strong>7-digit Advocis ID </strong></strong>on the registration form. No CE will be provided if this is inaccurate.</li></ol><ul><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></ul><p>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></p><p><strong><strong>Please contact the organizer to confirm if this event qualifies for your provincial insurance council credits.</strong></strong></p>

<h2>Questions:</h2><h3>If you have any questions or concerns regarding this event, please reach out to the Advocis Durham chapter at: <strong>DurhamRegion@AdvocisChapter.ca</strong></h3>

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Advocis Durham – Practice Development Needs Analysis

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