Coffee Talks In 2020, Advocis launched a webinar series Coffee Talks for members only. These “espresso-sized” webinars fit nicely into a financial advisor and planner’s busy day while also offering valuable education accredited for .5 CE credits each with The Institute. These 30-minute webinars are held mid-day for financial advisors and planners from coast to coast to participate in, and are also recorded and posted on our website for later viewing. Here is a sampling of the many Coffee Talk topics to date:
• Building your Business with the Power of Diversity, Inclusion, Belonging and Equity • Growing and Protecting Wealth for Gen X • The Conservation Conversation • Tax and Estate Planning Update • Client Conversations – What Really Matters • Square Peg, Round Hole: Making Regulation Fit • Who Wants to be a Money Launderer? • Booming Ahead: Care and Conversation for Baby Boomer Clients
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