Advocis Kingston and Bay of Quinte chapters are pleased to jointly present Update 2025. All members and non-members across the region are welcome to join us.
Update 2025: Building Strong Financial Foundations
The future is only as strong as the foundation it’s built on. In today’s post-COVID, high inflation, and insecure job environment, clients are experiencing high levels of financial stress. Building a secure foundation is now more challenging than ever. Professional financial advisors and planners are uniquely positioned to help Canadians navigate these turbulent waters. Update 2025 explores strategies to safeguard your client’s assets, support their retirement goals and estate plan, and maximize their financial security. You’ll also learn best practices to help clients optimize their retirement income and refine your practice to secure your own financial future.
Join us for a full day of interactive and engaging content and connection:
DATE: Thursday May 29
TIME: 8:30 am - 4:00 pm
WHERE: Selby Hall, 114 Pleasant Drive, Selby, ON
Full day participation 
is
 
required
 in this event to be CE eligible.
What’s included with your Update 2025 Registration:
Your ticket to attend
 our Update 2025 seminar
Complimentary access to the online Advanced Learning Modules, 
launching in summer 2025
Up to 15.0 CE Credits
 by completing both the seminar and online modules
Tickets are limited and available on a first-come, first-serve basis. Pricing for this in-person session of Update 2025:
Member: $299 + Tax
Non-Member: $599 + Tax
Advocis Members use your 
Advocis ID 
number to unlock your member ticket.
Update 2025 Explores:
Income Planning for a Purposeful and Fulfilling Retirement
Post-mortem Tax Planning: Weighing the Costs and Benefits
Initiating Incapacity Planning
Succession Planning for Financial Advisors and Planners
Complimentary with your Seminar Registration:
Update 2025 Advanced Learning Modules
Launching in 
Summer 2025
, these on-demand modules provide flexible, self-paced education designed to help professionals deepen their expertise in key areas. Accessible through your
 member dashboard
, the Advanced Learning Modules offer high-quality, practical content tailored to evolving industry needs. Participants will earn an
 additional 9 CE credits 
upon successful completion.
CE:
Participants earn six (6) CE credits (including 1 Ethics) for full participation in the day's program, and an additional nine(9) CE credits upon successful completion of the Advanced Learning Modules.
To be eligible to earn any CE from this event, you must:
Full day participation 
is
 
required
 in this event to be CE eligible. 
Enter your 
7-digit Advocis ID 
on the registration form. No CE will be provided if this is missing.
Do you need assistance using your Advocis ID in the checkout? We have a short 
video
 
to assist you.
If you have forgotten your Advocis ID, 
please click here
 to recover.
If you do not have an Advocis ID number, please complete this 
form to request one
.
Attend the webinar using the email address entered on your registration form
If you would like to be extended the member pricing, 
please join
.
Refund Policy:
Please note that all registrations for
 in-person
 and 
virtual 
events are 
final sale and non-refundable.
Additionally, separate purchases of the online Advanced Learning Modules (without webinar registration) are non-refundable.
Questions:
If you have any questions or concerns regarding this event, please reach out to the event host: Kingston@advocischapter.ca.
Information Source: Advocis Kingston Chapter | eventbrite

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