In the last several years it has become clear that many clients are challenged with basic budgeting and debt management. This day will provide valuable perspectives to help advisors guide clients through challenging times. Speakers will include:
Jim Jeffcott, lawyer, to discuss the financial effects of separation and divorce
John Haralovich, trustee in bankruptcy, to help you …
April 19, 2012 Category: Professional development events, Uncategorized No Comments
We are working to bring you a peek inside the regulators’ minds like you have never seen before. Have you wondered why they make you do the things you find so puzzling, that seem wasteful, useless or even harmful at times? Here is your chance to hear from them directly and to ask the questions …
Read MoreThe Hampton Inn was the location for the final event of 2011. The headline topic was Group and Individual Living Benefits and it was also the Ottawa Chapter AGM. Here are some photos of our speakers for the day.
Andrew and Yves discussed the basics of group benefits and how Manulife looks at …
Read MorePlease join us for our final PD day of 2011 on November 24th. This session will provide you with a combination of technical knowledge about living benefits products and practical knowledge from advisors who have deep experience in helping clients make the best use of them.
Please …
Read MoreA large crowd of Advocis Ottawa members participated in the 2011 Update on October 19th. The content was high quality and the recorded speakers are experts in their field. For attendance at the event plus the self-study that follows, participants receive 12 quality CE credits!
Moderator David Sissing from the Advocis Ottawa Board added life to the day …
Read MoreUpdate 2011: Thursday, October 20 at the Hampton Inn. Click here to register.
Each year the national staff at Advocis prepares an in-depth update on matters crucial to financial advisors and packages it in a professional format for use by our Chapters. There is a maximum of 12.5 pre-approved credits for these presentations and the …
Read MoreHope to see you at our third PD Day of 2011. We have three notable invited speakers as well as the valuable Protect Your Practice module prepared by Advocis national staff. The agenda for the day is here Sept 15 2011 PD Day Agenda.
Read MoreRHU to CHS – new Certified Health Insurance Specialist launched by The Institute
Effective June 1, 2011 The Institute launched a new designation for expertise in Living Benefits. The Certified Health Insurance Specialist (CHS) will now replace the RHU as the designation supported by The Institute. Current RHU designates have until October 26, 2011 to exchange …
Read MoreThe April 20th Under 5 After 5 was a resounding success with our guest speaker Michael Hughes, Networking Guru. Michael was able to bring simple and easy methods to this group on how to deliver their networking activities.
Based on the positive comments from attendees, Michael was able to deliver what the audience came for.
Our next …
Read MoreAdvocis Ottawa is looking for a maximum of 9 people to create an “RHU Study Group” during the summer of 2011.
Advocis members currently enrolled, or enrolled by June 30 , 2011 in RHU Course 504 (to obtain their Registered Health Underwriter RHU designation in
2011), are eligible to be part of this program on a first come, …
