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The world has changed, and we all are changing with it.  We have currently scheduled our LIVE conferences for 2021 but will be monitoring the COVID situation as we get closer. 

National Elder Planning Issues Conference

"The Value of Advice and You"

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

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.  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 -  June 6, 7, 8, 2021 

Four Points by Sheraton Niagara Falls Fallsview

6455 Fallsview Boulevard, Niagara Falls, ON  

Edmonton, AB - TBA

Four Points by Sheraton Edmonton Gateway

10010 12th Ave SW, Edmonton, AB 

Niagara Falls, ON EPIC Information  

Special EPIC Hotel Accommodation rates:

Sat. June 5, 2021 - $239 s/d for city view room;

Sun June 6 Monday June 7, 2021 - $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 CIEPS2021 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 6, 2021 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: TBD  

You may also call the Four Points by Sheraton Gateway reservation departmentat 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 TBD 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 June 6 June 8, 2021, you will receive TBD  

CE Credits to be determined for  Edmonton, AB. 

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 June 6-8, 2021, you will receive TBD.  

CE credits for Edmonton, AB TBD 

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, 2021 and you will have attained your current year's CE requirements for the AIC. 

After July 1, 2021,  (and prior to August 15, 2021) 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   - TBD

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 855-882-3427  Toll Free Fax 866 209-5111
 

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