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 31, 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, you will receive CE credits (TBD) for Life & A&S for attending the full conference.
You will then have 60 days to complete up to an additional (TBD) CE credits at no additional charge by using Pro-Seminars ONLINE approved & recognized self-study courses for a total of 30 CE credits.     

*  If you reside in AB, you will receive Life &  A&S CE credits (TBD) for attending the full conference.  Alberta approval # To be announced  
You will then have 60 days to complete up to an additional (TBD) CE credits at no additional charge by using Pro-Seminars ONLINE approved & recognized self-study courses for a total of 30 CE credits.   
 

*  If you reside in MB, you will receive Life & A&S CE credits (TBD) for attending the full conference.  Insurance Council of MB ID# To be announced 
You will then have 60 days to complete up to an additional (TBD)  CE credits at no additional charge by using Pro-Seminars ONLINE approved & recognized self-study courses for a total of 30 CE credits.   
 

* If you reside in QC
You will have 30 days to complete up to an additional 30 PDUs at no additional charge to you by completing our online QC APPROVED self-study courses for a total of 30 PDUs.  View  Approved QC PDU credits here -
Approved QC PDU credits

In Addition, any CE credits earned from these conferences can be used for the following:

FPSC - CFP Designation "Verifiable" CE credits - Any CE credits earned from these conferences could be used for a specific amount of credits in the following CE categories - 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 requirement.

 

 

SPONSORS

        



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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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