CE Credits
Knowledge Bureau - 3.5 CE/CPD Credits - Non-Verifiable
Knowledge Bureau - 6.5 CE/CPD Credits - Verifiable

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Year-End Planning: For Investors and Small Businesses

Agenda and Workshop Details

* Subject to change. Please come back often as new speakers and topics will be added.
7:30 - 8:30
DISTINGUISHED ADVISOR GRADUATION BREAKFAST AND ADVISORY MEETING

An Exclusive By Invitation Only Breakfast for MFA, DFA-Specialist and RWM Students, Designates and Graduates with a special presentation of certificates to graduates by Knowledge Bureau President Evelyn Jacks. Special Guests will participate in an advisory meeting to discuss future directions of Knowledge Bureau programs

8:00 - 8:30
REGISTRATION AND COFFEE

Pick up your Comprehensive Knowledge Journal, Meet Our Special Guests and Delegates

Tuition Value Program:  Take a sneak peek at special offers and tuition breaks for upcoming Knowledge Bureau programs

8:30 - 9:30
THOUGHT LEADERSHIP: ISSUES AND TRENDS - SESSION 1: TOPIC – STRATEGIC PLANNING

Additional Educational Resources: Knowledge Bureau’s RWM Certification Program

9:30 - 10:30
THOUGHT LEADERSHIP: ISSUES AND TRENDS - SESSION 2
10:30 - 10:45
NETWORKING BREAK AND SPONSORSHIP FAIR
10:45 - 12:30
BEST PRACTICES: MANAGING CLIENT RISK - SESSION 3
12:30 - 1:00
MEET AND GREET NETWORKING LUNCH
1:00 - 1:45
ADVISOR ROUND TABLE: CASE STUDIES, Q & A - SESSION 4
1:45 - 2:45
ADVISOR ROUND TABLE: CASE STUDIES, Q & A - SESSION 5
2:45 - 3:00
NETWORKING BREAK
3:00 - 3:45
ADVISOR ROUND TABLE: CASE STUDIES, Q & A - SESSION 6
3:45 - 4:30
LEADERSHIP AND ETHICS - SESSION 7: BUILDING RELATIONSHIPS IN YOUR KNOWLEDGE-BASED PRACTICE
4:30
Closing Remarks and Certification

Verifiable Credits – 6.5  Non-Verifiable Credits – 3.5

Featured Courses:  TBA

Pre-reading in EverGreen Explanatory Notes:  TBA