Coffee Talks is a webinar series by Advocis featuring 30-minute talks on subjects of interest for advisors. Exclusive to Advocis members.
In this edition of Coffee Talks, Cindy David, CFP, CLU, FEA, TEP, CALU Chair of the Board will offer examples of how CALU research into how various audiences perceive the value of professional financial advice, demonstrate how to communicate impactfully about the value of advice depending on the audience, and explain how CALU membership can benefit the advanced financial advisor.
Date and Time
Thu, October 1, 2020
8:00 AM – 8:30 AM PDT
This episode of Coffee Talks is exclusive to Advocis members and has been approved by The Institute for 0.5 CE credits.
About Conference for Advanced Life Underwriting (CALU)
CALU is the only national professional organization dedicated to advanced planning issues in life and group insurance, wealth management, tax and succession planning. As a strategic partner to Advocis, CALU acts as a strong voice for public policies that support the financial well-being of Canadians and family businesses.