National Elder Planning
Issues Conference
"Holistic Planning
for Aging Canadians"
Financial
Advisors, Insurance Agents, Investment Advisors,
Accountants, Tax Preparers, Realtors, Nurses, Health
Care Workers, Caregivers, Lawyers, Retirement Home
Owners, and Funeral Directors. This conference is
open to qualified Elder Planning Counselor members and non-members.
Your
clients, patients or customers are getting older, you
should be at this important conference on how to
effectively deal with this age demographic. Bring
a friend!
SPONSORS
NATIONAL ELDER PLANNING
ISSUES CONFERENCE
Niagara Falls,
ON - June 2, 3, 4, 2019
Four Points by Sheraton Niagara Falls Fallsview 6455
Fallsview Boulevard, Niagara Falls, ON
Special EPIC
Accommodation rates: Sat.
June 1, 2019 - $229 s/d for city view room; Sun June 2-
June 6, 2019 - $119 s/d for city view room
How to book your room -
Call the hotel
direct from 8 am to midnight at 800-363-3255 or
book online –2019
EPIC Four Points Sheraton Accommodations and
enter code - CIEPS2019 at the bottom of the page to get
the EPIC corporate rate. 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 3, 2019 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
conference:
- $399 EPC Member fee
- * Spouse/Guest of EPC Member/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
WESTERN REGIONAL
CONFERENCES Vancouver & Edmonton
Vancouver, BC (Burnaby) – June 18, 2019 1-Day Regional
Conference
Executive
Suites Hotel 4201 Lougheed Hwy., Burnaby, BC
Special EPIC
Accommodation rates: $160
s/d Deluxe Queen, $180 Superior Suite, $210 Premium
Suite
Call the
hotel directly at 800-590-3932 or 604-298-2010 and
reference Code 27483 to get the special EPIC rate.
Edmonton, AB – June 19, 2019 1-Day Regional
Conference
Chateau Nova
159 Airport Road,
Edmonton, AB (780)
424-6682
Special EPIC Accommodation rates: $125
- 2 Queens Deluxe room; $125 – King Deluxe room
Call the hotel
directly at 866-401-6682 or
780-424-6682 and mention the conference to get the
special EPIC rate.
Your fee to attend the
Vancouver & Edmonton Regional Conferences:
- $149 EPC Member fee
- *Spouse/Guest of EPC Member/Non
Member - $99
- $179 Non-member fee
TAX is included in
these fees
NOTE - *
Current EPC members may not be registered as a spouse or
guest
Your
Vancouver & Edmonton Regional Conference Fee Includes:
- Continental Breakfast, Coffee, Tea
& Buffet Lunch
- All conference materials
- CE credits as explained below
- Free Parking
If you haven’t
earned your Elder Planning Counselor designation yet, we
will credit $50 of your conference fee toward your Elder
Planning Counselor designation tuition.
CE
CREDITS A total of
*30 CE credits are provided for these conference if
you require them.
For
attending the 2019 Niagara Falls, ON June 2-4,
2019 Regional Conference
* If you
reside in BC, SK, ON, you will receive 9 CE credits for
Life & A&S for attending the full conference.
You will then have 60 days to complete up to an
additional 19 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 5 Life & 5 A&S CE credits
for attending the full conference. Alberta approval
# 50725 You will then have
60 days to complete up to an additional 25 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 7.5 Life & A&S CE credits
for attending the full conference. Insurance Council
of MB ID# 31664 You will then
have 60 days to complete up to an additional 23 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
For
attending the 2019 Vancouver, BC June 18, 2019 Regional
Conference
* If you
reside in BC, SK, ON, you will receive 7 CE credits for
Life & A&S for attending the full conference.
You will then have 60 days to complete up to an
additional 23 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 5 Life & 4 A&S CE credits
for attending the full conference. Alberta approval
# 50726 You will then have
60 days to complete up to an additional 25 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 5 Life & A&S CE credits
for attending the full conference. Insurance
Council of MB ID# 31665 You
will then have 60 days to complete up to an additional
25 CE credits at no additional charge by using
Pro-Seminars ONLINE approved & recognized self-study
courses for a total of 30 CE credits.
For attending the 2019 Edmonton, AB June 19, 2019
Regional Conference
* If you
reside in BC, SK, ON, you will receive 7 CE credits for
Life & A&S for attending the full conference.
You will then have 60 days to complete up to an
additional 23 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 5.5 Life & 3.5 A&S CE
credits for attending the full conference. Alberta
approval # 50727 You will
then have 60 days to complete up to an additional 25 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 5.5 Life & A&S CE credits
for attending the full conference. Insurance
Council of MB ID# 31666 You
will then have 60 days to complete up to an additional
25 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.
EPIC
CONFERENCE | INTRODUCTION | ELDER
FACTS | PROGRAM
CURRICULUM
BENEFIT TO
YOU | VERIFIED
CE CREDITS | TUITION | FAQ'S | LIVE
CLASS SCHEDULE
DISTANCE
LEARNING | GRADUATE
COMMENTS | EPC
MEMBERSHIP | CODE
OF ETHICS
MEET THE
FACULTY MEMBERS | COMPLAINTS
AND COMPLIANCE | OUR
PARTNERS
MEDIA | MEMBER
LISTING | MEMBER
UPDATE | MEMBERSHIP
RENEWAL | 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
This web site Copyright 2019 CIEPS
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