National Elder Planning Issues Conference

"The Value of Advice and You" 

Financial Advisors, Insurance Agents, Investment Advisors, Accountants, Tax Preparers, Realtors, Nurses, Health Care Workers, Caregivers, Lawyers, Retirement Homeowners, and Funeral Directors.  This conference is open to qualified Elder Planning Counselor members and non-members.

Your clients, prospects, patients or customers are getting older, you should be at this important conference on how to effectively deal with this ever-increasing age demographic. Bring an Associate, friend or family member!

LOCATIONS

Niagara Falls, ON -  May 31, June 1, June 2, 2020 
Four Points by Sheraton Niagara Falls Fallsview
6455 Fallsview Boulevard, Niagara Falls, ON 

Edmonton, AB - Thursday June 4, 2019
Four Points by Sheraton Edmonton Gateway
10010 12th Ave SW, Edmonton, AB

Niagara Falls, ON EPIC Information 

Special EPIC Hotel Accommodation rates:
Sat. May 30, 2020 - $239 s/d for city view room;
Sun May 31- June 3, 2020 - $124 s/d for city view room.  

You can book your accommodations directly by calling the Four Points in house reservation department at 800-363-3255 anytime from 8am to midnight referencing our group code CIEPS2020  to get our special conference room rates.

You will not be charged any additional *Tourist Improvement Fee.
*Please note - the extra
Tourist Improvement Fee is something that is included with all hotel bookings in Niagara Falls. We have negotiated to have the fee waived for our group.

You MUST make your accommodation reservations by May 1, 2020 as the hotel will release our room block and any accommodation reservations after that time will be at current rates. 

Your fee to attend the Niagara Falls conference:

- $399 EPC Member fee
- * Spouse
or Guest of EPC Member or Non-Member - $199
- $449 Non-member fee
TAX is included in these fees 

NOTE - * Current EPC members may not be registered as a spouse or guest 

Your Niagara Falls National EPIC 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 

Edmonton, AB EPIC Information 

Special EPIC Hotel Accommodation rates:
Wednesday June 3, 2020 to Friday June 5, 2020 - $129 for King or 2 Queen room.  Single / Double occupancy.  
 

You can book your accommodations securely at - Book your group rate for Canadian Initiative for Elder Planning Studies June 2020

You may also call the Four Points by Sheraton Gateway reservation department at
780-801-4000 or Toll Free
- 888 236 2427, referencing Canadian Initiative for Elder Planning Studies to get our special conference room rates.

You MUST make your accommodation reservations by May 20, 2020 as the hotel will release our room block and any accommodation reservations after that time will be at current rates depending on availability. 

Your fee to attend the Edmonton conference:

- $169 EPC Member fee
- * Spouse or Guest of EPC Member or Non-Member - $109
- $199 Non-member fee
TAX is included in these fees 

NOTE - * Current EPC members may not be registered as a spouse or guest 

Your Edmonton Regional EPIC Conference Fee Includes:

- Continental Breakfast, Coffee/Tea Breaks & Buffet Lunch
- All conference materials
- CE credits as explained below
- Free Parking

CE CREDITS

A total of *30 CE credits are provided for these conference if you require them.

If you reside in BC, SK, ON

If you attend the Niagara Falls, ON conference May 31 - June 2, 2020, you will receive 10 Life & A&S, 1 General CE credits. 

If you attend the Edmonton, AB conference on June 4, 2020, you will receive 7 Life & A&S & 1 General CE credit. 

You will then have 60 days to complete up to an additional 25 CE credits at no additional charge by using Pro-Seminars Online CE Courses.  This will give you at least 30 CE credits for attending.     

If you reside in AB

If you attend the Niagara Falls, ON conference May 31 - June 2, 2020, you will receive 6.5 Life & 5.5 A&S, 1 General CE credits AAC#53779. 

If you attend the Edmonton, AB conference on June 4, 2020, you will receive 5.5 Life & 4.5 A&S & 1 General CE credits AAC#53780. 

You will then have 60 days to complete up to an additional 25 CE credits at no additional charge by using Pro-Seminars Online CE Courses which are approved & recognized by AB. This will give you at least 30 CE credits for attending.     

Special CE note for our AB residents

After the conference is over, complete enough of the additional online CE credits (max 10) to get your 15 Life and 15 A&S prior to June 30, 2020 and you will have attained your current year's CE requirements for the AIC.

After July 1, 2020,  (and prior to August 4, 2020) complete enough of the additional online CE credits(max 15) to get your 15 Life and 15 A&S for your next year's  CE requirements for the AIC.

That is a total of 2 years CE requirements that you will get for attending the conferences.

If you reside in MB 

If you attend the Niagara Falls, ON conference May 31 - June 2, 2020, you will received 9 Life & A&S, 1 General CE credits.  ICM #33670.

If you attend the Edmonton, AB conference on June 4, 2020, you will receive 5.5 Life & A&S & 1 General CE credit ICM # 33669.

You will then have 60 days to complete up to an additional 25 CE credits at no additional charge by using Pro-Seminars Online CE Courses which are approved & recognized MB courses. This will give you at least 30 CE credits for attending.

FP Canada - CFP Designation "Verifiable" CE credits - Any CE credits earned from CIEPS and the EPIC 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.

Advocis - Any CE credits earned from CIEPS and the EPIC are considered "Approved" CE credits for Advocis.  Send your certificate to them so that these CE credits are included for your Advocis CE requirements


SPONSORS

              

 

Vince Savoia, Elder Planning Counselor
Mortgage Agent, M19000168




Official EPIC Print Sponsor

EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
VERIFIED CE CREDITS | TUITION | FAQ'S | LIVE CLASS SCHEDULE | CODE OF ETHICS
DISTANCE LEARNING | GRADUATE COMMENTS | EPC MEMBERSHIP | MEET THE FACULTY  MEMBERS | COMPLAINTS AND COMPLIANCE | MEMBER UPDATE | MEMBERSHIP RENEWAL | OUR PARTNERS | MEMBER LISTING | MEDIA | CONTACT US
 

 


Canadian Initiative for Elder Planning Studies Inc.
203-4438 Ontario Street, Beamsville, ON L0R1B5

Toll Free Phone 866 833-8606  Toll Free Fax 866 209-5111
 

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