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EPIC CONFERENCE

DAILY SCHEDULE | SPONSORSHIP | REGISTRATION

The world has changed, and we all are changing with it.

Join us for our next virtual National Elder Planning Issues Conference 

Tuesday June 15 & Thursday June 17, 2021

"MindShift - Process Shift"

Guiding your clients and customers through stormy weather when it comes to their financial, emotional, physical, health and overall well-being.

Learn how a simple “MindShift” can drastically change your business.

By participating in these conferences, you will pick up immediate and usable knowledge on how to make important changes in your business that will allow you to interact with our aging society more freely. Learn how to effectively…

* Change your mindset
* Steer clear of what everyone else is doing
* Dream on a bigger scale
* Set actionable steps

Sponsored in part by:

                                             

This conference will be of benefit to - Financial Advisors, Insurance Agents, Investment Advisors, Accountants, Tax Preparers, Realtors, Nurses, Health Care workers, Social workers, Caregivers, Lawyers, Retirement Homeowners, and Funeral Directors.  

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. Register yourself,  an associate, friend, or family member! 

This conference is open to current Elder Planning Counselor members and non-members.

As these conferences are limited to 250 - REGISTER NOW

Your Registration Fee to Attend These Conferences

Register for 1 day (15 CE credits) or both (30 CE credits).

EPC Member fee for either June 15 or June 17, 2021 (CE Credits included)

- $127 + Taxes per day
- $ 197 + taxes for BOTH days

NON-EPC Member fee for either June 15 or June 17, 2021 (CE Credits included)

- $177 + Taxes per day
- $ 247 + taxes for BOTH days

Client, customer, family member attending either June 15, 2021, June 17, 2021 or both days.  Your registration gives you UNLIMITED access - All Sessions in EST! (NO CE Credits included) $99 + Taxes for unlimited presentations for the 2 days.  

* 15 OR 30 CE CREDITS AVAILABLE FOR THIS CONFERENCE    

*Up to 30 CE Credits are Available (depending on the option you choose).  You will get CE credits for your attendance, AND you will then have 6 months to do ADDITIONAL ONLINE CE at no additional cost to you by using our APPROVED Online CE Credit Catalog. 

A total of 15 CE credits are provided for EACH conference day. If you register for both, you will be entitled TO 30 CE credits and we are going to give you 6 months to complete them.  

HERE IS HOW YOU WILL GET YOUR CE CREDITS: 

For  BC, SK & ON Licensed Advisors   

If you attend June 15, 2021, you will receive 4 Life & 4 A&S CE credits. We will then give you access to complete up to an additional 11 CE credits by using our APPROVED Online CE Credit Catalog. You will have 6 months to complete these additional CE credits. This will give you a total of 15 CE credits  

If you attend June 17, 2021, you will receive 4 Life & 4 A&S CE credits (ICM# 36545). We will then give you access to complete up to an additional 12 CE credits by using our APPROVED Online CE Credit Catalog. You will have 6 months to complete these additional CE credits. This will give you a total of 15 CE credits.

If you attend both days you will receive a total of 8 Life & 8 A&S CE credits as per the above. We will then give you access to complete up to an additional 22 CE credits by using our APPROVED Online CE Credit Catalog to give you a total of 30 CE credits. You will have 6 months to complete these additional CE credits. 

For AB resident Advisors   

A special note for AB Advisors – Get your 2022 AB CE credits completed and out of the way by attending this conference, and doing your additional online CE. If you use the CE certs that you receive for attending the conference for your 2021 current renewal, and complete THE ADDITIONAL ONLINE CE after July 1, 2021 you can have your 2022 AB CE requirement completed.  

You will get CE credits for your attendance each day, AND then you will then have 6 months to do ADDITIONAL ONLINE CE (depending on the option you choose) at no additional cost to you by using our APPROVED Online CE Credit Catalog.. 

If you attend June 15, 2021, you will receive 3 Life & 1 A&S CE credits (AAC # 57656). We will then give you access to complete up to an additional 12 CE credits by using our AB APPROVED Online CE Credit Catalog. You will have 6 months to complete these additional CE credits.   

If you attend June 17, 2021, you will receive 3 Life & 1 A&S CE credits (AAC # 57657). We will then give you access to complete up to an additional 12 CE credits by using our MB APPROVED Online CE Credit Catalog. You will have 6 months to complete these additional CE credits.   

For MB resident Advisors   

A special note for MB Advisors – Get your 2022 ICM CE credits completed and out of the way by attending this conference, and doing your additional online CE at any time to have your MB CE requirement completed for 2022.  

If you attend June 15, 2021, you will receive 3 Life & 3 A&S CE credits (ICM# 36544). We will then give you access to complete up to an additional 12 CE credits by using our MB APPROVED Online CE Credit Catalog. You will have 6 months to complete these additional CE credits.   

If you attend June 17, 2021, you will receive 3 Life & 3 A&S CE credits (ICM# 36545). We will then give you access to complete up to an additional 12 CE credits by using our MB APPROVED Online CE Credit Catalog. You will have 6 months to complete these additional CE credits.   

If you attend both days you will receive a total of 6 Life & 6 A&S CE credits as per the above. We will then give you access to complete up to an additional 24 CE credits by using our MB APPROVED Online CE Credit Catalog. You will have 6 months to complete these additional CE credits.   

QC resident Advisors do NOT receive CE credits for participating in these conferences, but you will have access to complete up to 30 CE credits (depending on the option you choose) at no additional cost to you by using our QC Approved Online CE Credit Catalog.  

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.

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
 

This web site Copyright 2021 CIEPS (2020) Ltd

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