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

FALL SESSION 2018
SPEAKERS
Evelyn Jacks
MFA™, DFA-Tax Services Specialist™
FOUNDER & PRESIDENT, Knowledge Bureau
Evelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors.  She has penned 53 books for consumers on tax and wealth management, many of them best-sellers, including her most recent, New Essential Tax Facts, How to Make the Right Tax Moves and Be Audit-Proof, Too  and Family Tax Essentials, How to Build a Wealth Purpose with a Tax Strategy.  She has twice been named one of the Top 25 Women of Influence in Canada.

Jenifer Bartman
CPA, CA, CMC

Jenifer Bartman, CPA, CA, CMC
Jenifer Bartman, CPA, CA, CMC is the Founder & Principal of Jenifer Bartman Business Advisory Services, assisting companies in transition (i.e., early, financing, growth, and succession stages). Service areas include business and succession planning, growth strategies, financing readiness, executive coaching, and performance improvement. Jenifer is well known for her venture capital and early stage financing expertise, having been an executive in the industry and an advisor to many young companies.

Larry Frostiak
FCPA, FCA, CFP, TEP

LARRY H. FROSTIAK, FCPA, FCA, CFP, TEP
o Founding partner of Frostiak & Leslie Chartered Professional Accountants Inc.
Larry provides business and tax advice to owner-managed enterprises, including financial and wealth management services to assist clients in building “tax-efficient” business and corporate structures. Larry also specializes in providing clients with estate and trust services.