Contact Us: 613-277-6449
Contact Us: 613-277-6449

Age-Ready™ Your Practice – December

Age-Ready™ Your Practice – December

Tue, Dec 5, 2023 - Tue, Dec 12, 2023
1:00 pm - 2:00 pm EST

Register Here » View the Event Overview » View the Module Descriptions »

Stay ready, stay relevant and stay your aging clients’ advisor of choice.

Ensuring you have an Age-Ready™ Your Practice has never been so important.  As affluent clients seek to age gracefully, securely, and maintain control with advancing age, they will be looking to you to guide them with expertise, professionalism, care and compassion.

Age-Ready Your Practice is a timely and unequalled series of professional development modules that build your knowledge and practice processes to better serve aging clients and families.  From enhancing your understanding of high impact later life transitions impacting personal and financial well-being, to introducing new easy to use tools and processes that help you uncover, document, and deliver immediate  solutions and positioning age-related planning discussions, it’s all here.  Stay ready. Stay relevant. Stay your aging clients’ advisor of choice.

VIRTUAL EVENT – Each package includes three modules…

  1. KY(S)C Know Your (Senior) Client
  2. High Impact Later Life Transitions
  3. Serve, Retain, Grow

View the Module Descriptions »


    • Dec 5 – 1pm – 2pm
    • Dec 12 – 1pm – 3pm (2 modules in one)

Must attend all sessions

3.0 CE credits, includes 1.0 ethics   The Institute, MFDA – Eligible CE credits Ont, Sask, Man., AB and BC
Pre-registration required

Advocis Members: $ 115
Non Advocis Members: $ 125                                                                 

Register Here »