Our Partners


We invite your organization to also join us as a partner of the CE Summits. This is an opportunity to talk to an audience of tax practitioners and financial advisors who are decision-makers. These financial professionals are interested in a demonstration of your product and services, new features and how to integrate your product into busy practices.

There are three key benefits of becoming a partner at the CE Summits:

  1. Be present with a qualified audience for your product.
  2. Increased reach through enews – an educational article, plus a personalized follow-up message to attendees.
  3. Qualify for advantageous group rates for your circle of influence. Partners automatically become a Strategic Education Partner with The Knowledge Bureau. This means your channel of clients and teams of associates also qualify for preferred pricing on all Knowledge Bureau products for the entire year.

Please join us as an education partner in raising the bar in professional development for top advisors in the financial services who provide real wealth management.

Contact us at 1-866-953-4769 to arrange an appointment.

                              PLEASE JOIN US !

Partnership Information