Advocis Thompson Okanagan: Technology – the future of Financial Planning

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Join us for our event on May 13th! We will feature different ways on how technology can help and improve your practice.

About this event

Apexa and Advocis Technology Task Force

As a benefit of membership, this webinar is FREE for Advocis Members ($25 for Non-members).

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

Johnathan Jarvie

Life Design.

Johnathan will be discussing the Life Design software and how it will become a time saver technology and integrate with other programs and MGA data.

Jonathan has been working with Life Design Analysis for over 4-years. During this time, Jonathan has worked with hundreds of advisors all over Canada with the goal of using LDA to increase sales, productivity and automate compliance through Life Design Analysis (LDA). Before working with LDA, Jonathan was LLQP licensed but worked with both Microsoft and Canon in business development roles.

Stacie Joosten

Conquest Planning Software.

Stacie will be discussing artificial intelligence financial planning, tools, integration with other platforms ex. CRM, MGA'S, Dealers, Ect.

Dylan Friedmann


Dylan will speak towards Apexa and the Advocis Technology Task Force.

CE Requirements

This event is pending review for 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 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 Thompson Okanagan: at:ThompsonOkanagan@AdvocisChapter.ca

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