$22.60

Advocis Ottawa Presents Planning for our Senior Clients and Their Families

Actions and Detail Panel

$22.60

Event Information

Share this event

Date and time

Location

Location

Online event

Event description
2 Day Professional Development Event

About this event

We hope that you will join us on Wednesday, May 19th @ 9:30 A.M – 12:00 P.M (EDT) & Thursday, May 20th @ 9:30 A.M – 12:00 P.M. (EDT) for our two-day Planning for our Senior Clients and Their Families Webinar.

As a benefit of membership, Advocis members are entitled to view this webinar for $10.00 ($20.00 for non-members).

  • Use your Advocis Membership ID to trigger the promotional member discount in Eventbrite.

Ontario chapter PD Passport Holders Please Note:

  • Starting with this event you will be required to register for any event you plan to attend.
  • This webinar is FREE for North East Ontario passholders. Please enter your passholder promotional code to unlock your free registration. If you have not received it, please contact either your chapter or ChapterRelations@advocis.ca.

Agenda:

Wednesday, May 19th, 9:30 A.M – 12:00 P.M.

Advocacy Update

Presenter: Rob Stewart, Advocis Ottawa Advocacy Chair

Holistic Planning for Aging Canadians

Presenter: Peter A. Wouters; Director, Tax Retirement & Estate Planning Services, Empire Life

The Real Costs of Later Life Transitions

Presenter: Jenn Moir, Age Well Solutions

The Burden of Wealth- Estate Planning with Trusts

Presenter:Tom Junkin, TEP, Senior Vice President, Personal Trust Services, Franklin Templeton

Thursday, May 20th, 9:30 A.M – 12:00 P.M.

A message from Junior Achievement

Presenters: Albert Wong and student guests

Exploring Retirement Living and Affordability:

Presenter: Geraldine Dixon, Business Development Manager, CHARTWELL Retirement Residences

Is your business ready for the fastest growing demographic in Canada?

Presenter: Barry Rubin, Director, Business Development, SSQ

CE Requirments:

This webinar is pending review for 4 CE credits.

  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 contact Member Services 1-877-773-6765 or info@advocis.ca
  2. Attend the webinar using the email address entered on your registration form
  • If you do not have an Advocis ID number please reach out to member services at info@advocis.ca to be assigned an ID number in order to receive your CE credits If you would like to be extended the member pricing, please join.

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

Webinar hosted by:


		Advocis Ottawa Presents Planning for our Senior Clients and Their Families image

Thank you to our generous sponsors

2021 Platinum Sponsor


		Advocis Ottawa Presents Planning for our Senior Clients and Their Families image

2021 Gold Sponsor


		Advocis Ottawa Presents Planning for our Senior Clients and Their Families image

		Advocis Ottawa Presents Planning for our Senior Clients and Their Families image
Share with friends

Date and time

Location

Online event

Save This Event

Event Saved