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The Canadian Initiative for Elder Planning Studies Presents:
2019 Niagara Falls, Vancouver & Edmonton
Elder Planning Issues Conference
"Holistic Planning for Aging Canadians"
At these conferences, you will learn more about our aging demographics.
Elders need new and vitally important information more today than ever before in history.
They need a different approach to be comfortable and trusting. They need new marketing and unique consulting. They just aren't the same any more.
We believe that we have put together an agenda that will provide value to you, long after the conference is over
Still a few seats available
Register Now putting in all your information. You won't be charged until May 2019
You might think you have the same market you had last year, but you don't. No one does. Regardless of the market you work, it's inevitably aging every day. An older market has different needs and it takes different skills and knowledge to stay relevant. When you get the education you need, you'll become indispensable.
If you don't, you'll be irrelevant.
Don't miss this opportunity to expand on your elder knowledge!
Bring a family member, friend or business associate to this important conference on elder issues.
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EPIC 2019 is sponsored in part by our good friends at:
  
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Some of your presenters (not all presenters will be at each location:
 Isobel Mackenzie
Seniors Advocate, Province of British Columbia
 Rick Atkinson, MBA, B.Comm., CMC, CHRP -
RA Retirement Advisors
 Micheline Maes CFP, CDFA, RFM, EPC
Maes Consulting
 Kevin Brady,
Managing Partner, NFP Canada, Chairman and Founder - Advica Health, Kevin Brady Health
 Audrey Miller MSW, RSW, CCLCP, Managing Director
- Elder Caring Inc.
 Donna Ritch RN, EPC Faculty Member -
Change of Season
 Earl Robertson
CPCA, CE, CPC, EPC
Purple Shield of Canada
 Teresa Schnurr Wakelin BA, B. Ed, EPC -
 Laurie Martin CTTS, EPC, CIRS - Life Interrupted Inc.
 Melanie McCallum -
Canada Protection Plan
 Peter Shuparski BA, EPC, CEO
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For Seniors Only Inc.
 Barry LaValley -
Retirement Lifestyle Center
 Joe Belec CFP
Canada Protection Plan
 Melanie McDonald, LL.B, TEP, VP & Regional Director, Trust & Estate Services - BMO Trust Company
 Jim Ruta BA, RHU, EPC - Founding Faculty Member CIEPS
 Peter Wouters RFG, AIAA, ARP, TEP, FLMI, RHU, CFP, CLU, CHFC, ACS, ALHC, CPCA, CHS, AFSI, EPC - Founding Faculty Member & Faculty Chair CIEPS
 Mike Englert B. Ed., EPC - Founding Faculty Member, Compliance Officer CIEPS
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Niagara Falls, ON
National Elder Planning Issues Conference
Sunday June 2 - Tuesday June 4, 2019
Four Points by Sheraton Fallsview
6455 Fallsview Blvd.,
Niagara Falls, ON
AB CE Approval # 50725
MB CE Approval # 31664
Please see complete CE credit information below
EPIC Special Accommodation rates
You must reserve your accommodations by May 1, 2019 or the hotel will open up our room block and prevailing rates will apply.
View all the Information here:
Register Now Putting in all your information and you won't be charged until May 2019
Your Conference Fee Includes:
- Welcome Reception & Opening presentation on the Sunday evening
- Breakfast, Coffee, Tea Breaks & Buffet Lunch on the Monday
- Breakfast, Coffee, Tea Breaks on Tuesday
- All conference materials
- CE credits as explained below
- Discounted self-parking rate of $13 per day
Your fee to attend the conference:
- $399 EPC Member fee (HST/GST included)
- *Spouse of EPC Member - $199 (HST/GST included) - No CE credits
- $449 Non-member fee (HST/GST included)
- *Spouse of Non-member - $199 (HST/GST included) - No CE credits
* Current EPC members cannot be registered as a spouse or guest
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Vancouver, BC (Burnaby)
1-Day Regional Elder Planning Issues Conference
Tuesday June 18, 2019
Executive Suites Hotel
4201 Lougheed Hwy
Burnaby, BC
AB CE Approval # 50725
MB CE Approval # 31664
Please see complete CE credit information below
View all the Information & Agendas here:
Register Now Putting in all your information and you won't be charged until May 2019
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Edmonton, AB - 1-Day EPIC
1-Day Regional Elder Planning Issues Conference
Wednesday June 19, 2019
Chateau Nova
159 Airport Road
Edmonton, AB
AB CE Approval # 50725
MB CE Approval # 31664
Please see complete CE credit information below
View all the Information & Agendas here:
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Your fee to attend the conference:
- $149 EPC Member fee (HST/GST included)
- *Spouse of EPC Member - $99 (HST/GST included) - No CE credits
- $179 Non-member fee (HST/GST included)
- *Spouse of Non-member - $99 (HST/GST included) - No CE credits
* Current EPC members cannot be registered as a spouse or guest
For Vancouver & Edmonton, Your Conference Fee Includes:
- Continental Breakfast, Coffee, Tea & Buffet Lunch
- All conference materials
- CE credits as explained below
- Free Parking
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Here are what attendees had to say about the 2018 conferences...
"The conference was informative and fun too. The presentations were transferable and support resources already inserted into several of our client processes. Result ...Value added! Thank you for a job well done."
Richard McKenster CFP, CLU, ChFC, CHS, CEA, EPC - Victoria, BC
"I wanted to tell you what a super, well organized, and very educational conference it was this year... It was well worth the effort to attend this conference...I hope this conference will continue for many years to come...the education you obtain from this conference is so diversified and so top notch with all the great speakers that are contributing to our well being and our businesses...keep them coming.
Dave Franklin CFP, CLU, CHFC, EPC. - Concord, ON
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All new 2019 presentations. For more information please visit 2019 Elder Planning Issues Conference
Check out the agenda online for all the presentation descriptions and updates as they happen
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30 CE Credits Available for the Financial Services Profession through a combination of receiving CE credits while at the conference and the balance by using our sister company's
Note - if you reside in QC, we will provide you with access to doing up to 30 of our Online PDU credits here -
Quebec PDUs
* FPSC - CFP Designation "Verifiable" CE credits - Any CE credits earned from these conferences could be used for a specific amount of the following CE categories of CE credits - Financial Planning, Practice Management, Professional Responsibility, Product Knowledge or Giving Back as per the definition of each. FPSC leaves it up to the CFP designee to determine what category these CE credits will fall into.
IIROC - Any CE credits earned from these conference may also be used to satisfy CE requirements, provided the member firm has reviewed the course/seminar to ensure it complies with the Compliance and Professional Development requirements as set out in CE Rule 2650. It is important that the course you are interested in satisfies the CE Rules. Once you provide your firm with the necessary course information, your firm can determine course eligibility. This information can be found on the IIROC Website.
Advocis - Any CE credits earned from these conferences are considered "Approved" CE credits for Advocis. Send your CE certificate to them so that these CE credits are included for your Advocis CE requirements.
REGISTER SECURELY ONLINE HERE
This conference produced by Pro-Seminars Ltd. on behalf of Canadian Initiative for Elder Planning Studies
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Mike Danks CLU., AIIC, EPC President -
