Empowering Your Clients With Knowledge

Join the Simcoe-Muskoka chapter on Tuesday, February 8, 2022 from 10:00 A.M. to 12:15 P.M. (Eastern Time) for our first Training Tuesday of the year!

Seema Sharma and Kristen Fazio will share how they use their Financial Literacy expertise to improve client conversations and outcomes.

As a benefit of membership, you are entitled to view this webinar for $30 ($50 for Non-members; 2022 Passholders are FREE).

• Use your Advocis Membership ID to trigger the promotional discount in Eventbrite.
• Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.
• This webinar is FREE for Simcoe- Muskoka 2021 passholders. Please enter your passholder promotional code to unlock your free registration. If you have not received it, please contact simcoemuskoka@advocischapter.ca

Have not purchased your 2022 Simcoe-Muskoka passport?

They are still available for a limited time only! For more information or to register see our Eventbrite page.

CE Requirements:

This event is pending review for 2.0 CE credits. 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. If you have forgotten your Advocis ID, please contact the Events team at events@advocis.ca
2. Attend the webinar using the email address entered on your registration form
3. 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.

Guest Speakers:

Seema Sharma, MBA, CFP, CHS, CLU

Seema Sharma, MBA, CFP, CHS, CLU, has a financial advisor practice that specializes in Health Care professionals. She is a sought after speaker and a volunteer on the Advocis Peel-Halton Board. Seema has given inspiring talks on how working to improve the financial literacy of your clients helps build trust and better financial solutions.

Kristen Fazio, BScFS, CHS, PFA

Kristen Fazio, BScFS, CHS, PFA, second generation in our business, specializes in translating the complexities of this industry into a clear, concise plan for her clients.

Thank you to Equitable Life for sponsoring this event.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Simcoe-Muskoka Chapter at: SimcoeMuskoka@AdvocisChapter.ca.