Don’t Miss Out! Coffee Talks on Smarter Lending for Financial Advisors

Advocis Presents:
Coffee Talks: Smarter Lending for Financial Advisors

2026 Series - Episode six: Smarter Lending for Financial Advisors

Join us on Thursday, July 16, 2026, from 11:00 AM – 12:00 PM (Eastern) for an Advocis Coffee Talks session featuring Tom de Larzac, Director, Financial Advisor Lending at CARE Lending Group.

As the financial advisory landscape continues to evolve, successful transactions require more than just securing financing, they require the right strategy and structure. In this session, Tom will explore current lending trends, changing deal structures, and practical strategies for acquisitions, succession planning, partner buyouts, and business growth.

Please refer to the chart below for your local timezone:

Advocis Coffee Talks registration has moved from Eventbrite to Advocis Digital Communities.

When you click the registration link, you may be prompted to log in to your Advocis member portal. If this is your first time accessing Advocis Digital Communities, you'll also be asked to accept the terms and conditions. Once complete, you'll be returned to the registration page to finish registering for Coffee Talks.

This episode of Coffee Talks is currently pending approval by The Institute for 1.0 CE credit.

Please note: Once registered you will receive a confirmation with webinar login details. 24 hours before the scheduled start time you will receive a reminder email. If you do not receive this information, please contact us at events@advocis.ca.

Advocis, The Financial Advisors Association of Canada
events@advocis.ca

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