Update 2022

Purposeful Planning - Resilient | Relevant | Ready

Advocis Edmonton is pleased to host virtually Update 2022 Purposeful Planning - Resilient | Relevant | Ready on Wednesday, May 25, 2022 from 8:00 A.M. to 3:30 P.M. (Mountain Time). All members and non-members across the Alberta region and Advocis network are welcome to attend.

Your confident expertise, your support and reassurance, knowing that together you and your clients will find the best way forward for the short term and the long term. No one knows what the future will hold. But we do know that financial advisors and planners help clients prioritize their goals, create a plan of action and guide them forward. Advocis Update 2022 will help position financial advisors and planners to be resilient, provide timely and relevant advice to their clients and be ready to take on the future.

Tickets:

As a benefit of membership, this event is $150 +GST, (Non-members for $225 +GST).

• Tickets are non-transferable to another chapter or National's Update 2022.
• Advocis Members use your Advocis ID number to trigger the promotional discount.

• Do you need assistance using your Advocis ID or passholder code in the checkout? We have a short video to assist you.
• Note to iPhone Users: Eventbrite event tickets cannot be purchased through the iOS Eventbrite mobile app at this time. To purchase tickets on your Apple device, please first delete the Eventbrite mobile app from your device and then use the iPhone web browser to purchase Eventbrite event tickets until further notice.

Covid-19 Protocols:

• We will be following local and provincial Alberta Protocols

Please Note: Individuals who register for an Update 2022 chapter run seminar also receive access to the online Advanced Learning Modules available (please allow 24-48 hours for your access to be available through your dashboard).

Registration closes: Monday, May 23, 2022 at 11:30 PM (Mountain Time)

Update 2022 Explores:

• An Economic and Market Overview, understanding the economic indicators that could influence the performance of financial markets and the impact that may have on clients
• Legacy Planning, considering how clients nearing retirement can balance their legacy planning objectives with immediate family support and their lifetime cash flow needs
• Building Client Trust and Deepening Relationships through Higher Standards
• Taxation and Succession Planning for Business Owners

CE Requirements:

This event is approved by:

• The Institute for 6.0 CE Credits (includes 1.5 Ethics)
• AIC for 3.0 Life, 3.0 A&S
• ICM for 6.0 CE
• Plus an additional 8.0 CE credits (now including 1.0 ethics) upon successful completion of the Advanced Learning Modules.

This event is pending approval by:

• ICS, FP, IIROC, CSF, IQPF

To be eligible to earn any CE from this event, you must:

Full participation 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.

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
• 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.
2. Attend the event using the email address entered on your registration form

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

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

Facilitator:

Jason Watt

Jason Watt is a full-time instructor at Business Career College, and before this he served in the Canadian Armed Forces. He has taught at the Pearson Peacekeeping Centre and the Canadian Forces Peace Support Training Centre. Jason has also served overseas on four operations with the Canadian Armed Forces. He is the principal author of the course texts in the BCC financial planning curriculum.

Jason is active in his community and serves on the boards of the South Alberta Light Horse Regimental Association, McLeod Community League, and two committees of the Financial Planning Association of Canada. He provides volunteer financial coaching services to program participants at the Centre to End all Sexual Exploitation and the Norwood Child and Family Resource Centre. He is working to bring a pro bono financial planning model to Canada.

Moderator:

Sara La Gamba CLU®, CFP®, CHS™, TEP

Senior Advisor, SPM Financial

Sara has been focused on helping her clients achieve their financial goals with personalized, professional service for over a decade. As a senior advisor at SPM Financial, she works with businesses, business owners, and families providing solutions and valued advise. A long-time and very active member of Advocis, Sara is a trustee and treasurer of The Institute of Advanced Financial Education where she also chairs the Standards and Accreditation Committee and sits on the Awards committee. In addition, she is a member of the Advocis Legal Regulatory Policy Committee. Sara is passionate about advocacy, compliance, and regulatory affairs. She is an active member of CALU.

Presenters:

Christie Coltman CLU®, CFP®

Financial Planner, Manulife Securities Investment Services Inc. Bewley & Coltman Financial Services

A 30-year veteran of the financial services industry, Christie began her career as an insurance advisor and later expanded her practice to include securities. Using a holistic approach, she focuses on providing families and businesses the expertise to deal with financial, retirement and estate issues with a client base that spans BC, Alberta, Ontario and the North West Territories. A qualifying and lifetime member of MDRT and a member of the Victoria Estate Planning Council, Christie is the past President of the Advocis Vancouver Island Chapter..

Elke Rubach LLB, LLM, CLU®, CFP®, FEA™ MFA-P™

Principal, Rubach Wealth

Fluent in four languages, Elke earned undergraduate and graduate degrees in law, the latter in banking and finance at the London School of Economics. As a lawyer, she worked with McCarthy Tetrault in London, UK, and Toronto. She founded Rubach Wealth in 2012 with a core purpose of wanting every client to be financially independent. Today her practice focuses on wealth management, estate planning and philanthropy, a subject she is particularly passionate about. Elke is an active member of Advocis and CALU, and a sought-after industry speaker

Kim G. C. Moody FCPA, FCA, TEP

CEO & Director, Moodys Private Client / MoodysTax

Kim’s primary area of expertise is tax and estate planning for owner-managers of private corporations and executives, and high net worth individuals. Also experienced in trust and estate taxation he enjoys solving the complexities that arise in developing a well-thought-out estate and succession plan and dealing with testamentary taxation matters. Kim is driven to innovate new and better ways to do things for the clients he serves, the advancement of the firm, and other professionals in tax. Kim is a sought-after resource and frequent industry speaker.

Brent Joyce CFA®, PFP

VP, Investment Strategist, Mackenzie Investments

Brent is responsible for providing insight into current capital market and economic conditions for clients and investment partners across Canada. He is a sought-after industry expert known for his straightforward market insights and practical investment strategies for individual and institutional investors. His current and relevant views have earned him appearances on BNN Bloomberg and as an industry key-note speaker across Canada.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Edmonton chapter at Edmonton@advocischapter.ca.

Thank You to our 2022 Sponsors: