CLU Update 2024 Empowering Financial Solutions

Aware | Informed | Engaged

Amidst the ongoing economic challenges, both clients and advisors find themselves at a financial crossroads. With mounting debt, pending mortgage renewals, and the fear of outliving their resources, clients feel the squeeze. The demand for professional financial advice has never been greater. However, the value of advice is not always understood.

Some clients may consider turning to AI as a solution, but is it? Meanwhile, advisors are grappling with compliance requirements and carrier demands, precisely when clients need them the most. Update 2024 will explore opportunities to balance practice demands and empower clients to make informed financial decisions in these turbulent times. While the content is technical, the style of learning allows advisors of any experience level.

• Tuesday June 4th, 2024
• 9:00 AM to 4:00 PM
• DoubleTree Hilton Kitchener - 30 Fairway Road South, Kitchener, ON N2A 2N2

Be sure to register early!

Limited tickets available on a first-come, first-serve basis.

• Member: $150 + HST & ticketing fees
• Non-Member Admission: $225 + HST & ticketing fees

• Tickets are non-transferable to another chapter or National's CLU Update 2024.
• 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.

Please purchase by November 21st, 2024, at 11:30 P.M. CST, as tickets are not available at the door.

What’s included with your CLU Update 2024 registration with our chapter?

1. Your ticket to attend our CLU Update 2024 seminar

2. Complementary access to the online Advanced Learning Modules

• Valued at $110.00 + taxes (member) or $150.00 + taxes (non member) if you had purchased it separately
• Access to the online Advanced Learning Modules available starting April 18, 2024 (please allow 24-48 hours for your access to be available through your dashboard)

3. Up to 14.0 CE Credits by completing both the seminar and online modules (no partial CE can be issued)

CLU Update 2024 Explores:

• AI in Finance: Striking the Right Mix
• Building Tax Legislation Awareness
• Balancing Priorities for Client-Centric Success
• Outliving the Money

CE Requirements:

This event is approved by:

• The Institute for 6.0 CE, including 1.0 Ethics
• ICM, ICBC, and ICS for 6.0 CE
• MFDA for 6.0 PD
• AIC for 4.0 Life, 2.0 A&S
• Plus an additional 8.0 CE credits upon successful completion of the Advanced Learning Modules (no partial CE can be issued)

In order to receive CE certificate your information may be provided to a 3rd party provider. To be eligible to earn any CE from this event, you must:

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate or not provided at the time of registration.

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.

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

Moderator:

Jos Herman, CPA, CLU®, CFP®, TEP

Director of Financial Planning & Analysis, Resources & Solutions Professional Corporation

Jos began her financial services career in 1999 with an accounting focus, before transitioning to financial advisory and planning. Over the years her breadth of industry knowledge and wealth planning solutions has been a valuable asset to clients, CPAs, legal professionals, and advisors. At her boutique consulting firm, she provides private business and personal solutions with a focus on tax concepts, tax efficient investment, insurance strategies and asset protection. A highly regarded industry professional, Jos is often invited to address the complexities of asset protection, succession planning and philanthropy, and the tax efficiency gained in the insurance planning process. Jos is a member of Advocis and CALU.

Presenters:

Alaeddine Jabri, CLU®, QAFP, CHS

Managing Partner, Longevity Achieved

Alaeddine is a managing partner at Longevity Achieved, a Managing General Agency he created in 2007. As a full-service firm, they are committed to delivering excellence in financial services, tax and estate planning. With a goal to stand at the forefront of financial innovation, Alaeddine's expertise has consistently driven Longevity to be a thought leader in the industry. Recognized for his bold, forward-thinking approach, he frequently speaks at industry events and is often quoted in national publications. Alaeddine is a member of Advocis, Program Chair for the Toronto Chapter and a member of GAMA.

Sterling Rempel CLU®, CFP®, CIM®, TEP, MFA-P

Certified Financial Planner, Founder & President, Future Values Estate & Financial Planning

Sterling is the founder and principal advisor at Future Values Estate & Financial Planning, an independent financial planning firm. Since 1999, Sterling and his team have used a strategic, holistic approach to values-based wealth management. They are dedicated to helping clients organize their financial life, so that they can: live securely, invest responsibly, retire comfortably and give generously. As an entrepreneur and employer, Sterling understands the unique stresses faced by small business owners and self-employed professionals. He has been a member of Advocis for more than 30 years, a member of CALU for more than 20 years and has served on the CALU board.

Stefano Pannu CLU®, CFP®, CIM®, FCSI®

Principal, Noble Pannu Wealth Management Ltd.

Stefano began his career in financial services more than a decade ago. As his expertise expanded he quickly developed a passion for holistic financial planning. Today he is a Principal at Noble Pannu Wealth Management. His clients appreciate his approachable nature and the breadth of his expertise across all six areas of financial planning. With each client’s unique big picture in mind, Stefano creates detailed financial plans that give clients clarity and confidence. He thrives on helping them reach their ultimate financial goals and enjoy financial well-being. Stefano is a member of Advocis and CALU. He is an active volunteer with the Thompson Okanagan Chapter where he is currently serving as First Vice President.

Pete Gillespie CLU®, MBA, MFA-P

President, Gillespie Wealth Management and Estate Planning Inc.

Pete has been helping individuals and organizations with risk management, wealth accumulation, and wealth distribution for over 30 years. While affiliated with Canada Life, he paired management roles with his personal service to clients. Now, as President of Gillespie Wealth Management he is starting a new chapter in his career that allows him to spend more time helping clients with complex estate planning issues. Over the years Pete’s emphasis on upholding his clients’ values while supporting their goals and legacies, has remained an enduring constant. A longtime member of Advocis and GAMA, Pete has served as the Canadian President of GAMA and has been a featured speaker at LAMP.

Thank you to our 2024 Chapter Sponsors:

Questions:

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