Financial Planning for Lawyers – Creating a Plan that's Right for You (Webinar Repeat) 

Feb. 25, 2021
Webinar Repeat Online

Veuillez notez, cet événement sera disponible en anglais seulement.

Air Date: This is the archived version of a program presented on February 25, 2021.

Dustin Serviss, CFP CIM CLU CHS Lawyers Financial
Authorized Advisor Insurance & Investment Solutions

Format: Webinar Recording
CPD Hours: 1.5 Hours of Approved Continuing Professional Development in BC.


You’re well underway in your successful career. How do you balance savings, law school debt, and the cost of living while living your best life?  Come learn about the importance of a financial plan and the practical tips for stretching income and keeping emotions out of investments.

This financial planning session is something you do not want to miss!


About Dustin Serviss

Located in beautiful Kelowna, BC, Dustin has been providing insurance, investment, succession planning and business advisory services for over twelve years. Using a ‘Dashboard Process’, Dustin is able to assess a client’s financial needs, provide actionable recommendations and measure progress. When not helping lawyers with their insurance and investment needs, Dustin spends time enjoying the bucket list item he has already achieved – being a dad!


The purchase of this Webinar Repeat allows one (1) registrant a one (1) week access* to the recording.
*Login access begins immediately at the time of purchase.

Instructions/Course Materials/Handouts

VIMEO - This webinar repeat is available through VIMEO.

• You will be sent the webinar link and log-in instructions within the email confirmation you will receive once you have completed your registration for this recording.
• All materials and handouts will be sent to you with your instructions.
• Ensure your computer speakers are working properly.
• Earphones are recommended for the best sound quality.

Participant Disclaimer- This is to confirm that you have agreed with the following terms and conditions:
All materials related to this course are for the sole use of the above said registrant, which may not be screen-recorded, copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works, or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.

Cancellation Policy
Once payment has been processed there will be no refund issued. To cancel your attendance, please contact the PD Department at No refunds will be issued to non-attendees.


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    Member: FREE
    Non-Member: $150 (+GST)



    • Log-in instructions will be included in your confirmation email.

    • Once you have purchased this Repeat, you will have instant access to both the recording and the materials/handouts via the REPEAT TAB on this page.








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