Tue, Nov 7, 2023 - Tue, Nov 28, 2023
1:00 pm - 2:00 pm EST
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…
Sessions are 1:00 – 2:00PM EST
Must attend all sessions
3.0 CE credits, includes 1.0 ethics The Institute, MFDA – Eligible CE credits Ont, Sask, Man., AB and BC
Advocis Members: $ 115
Non Advocis Members: $ 125