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

After the Budget – Retirement, Estate and Cross-Border Planning

After the Budget – Retirement, Estate and Cross-Border Planning

WHO SHOULD ATTEND:  Designed for the busy tax and financial professional, these one-day workshops are custom-designed to provide the most recent advanced updates from CRA, Finance Canada, Statistics Canada.  Ideal for training new and returning staff, too.  Professionals may earn 10- CE/CPD credits and participate in important networking to build their businesses.

WHY IS THIS TIMELY?  “In this volatile year in the global economy and financial markets, it’s critical to learn new strategies for investment and retirement income planning in light of the most recent federal budget. This workshop will provide the detailed provisions, analysis, and potential strategies to help you add more value sooner, to your client relationships,” says Evelyn Jacks, President of Knowledge Bureau and host of the workshops.  “We are also pleased to travel with Mr. Dean Smith, partner with Cadesky Tax this spring, to help advisors better understand US-Canada tax matters – a big issue in compliance for many clients.”

Distinguished Advisor Workshop is delivered with three components: pre-reading, in-class session, and a post-session online course component at a special price, only for DAW attendees. Participants will earn a beautiful certificate and 10 CE Credits as described below.


  • Course Components: This one‐day workshop is delivered by well-known industry experts and includes  a comprehensive reference desk manual to keep this cutting edge information at your fingertips!;
  • Access to pre-reading in EverGreen Explanatory Notes, a comprehensive 800-topic online research library to prepare you for the comprehensive in-class session
  • Option to continue your studies online post-session.
  • CE/CPD Credits.   Your clients will appreciate your investment in your updated knowledge.  Earn a beautiful certificate and a total of 10 CE/CPD credits:  Pre-Reading:  Earn 3.5 CE/CPD credits. In-Class Session:  Earn 6.5 CE/CPD credits.  This workshop also qualifies as 10 credits towards the DFA-Tax or Bookkeeping Services Specialist™ or MFA™ Designations.  Most professional associations and organizations accept Knowledge Bureau certification for their CE/CPD requirements.
  • Great Food!  The all-inclusive workshop fees also include a lite breakfast, lunch, coffee, and snacks courtesy of our sponsors.
  • Certification Celebration: Wine and Cheese Reception
  • Special Reduced Tuition Fees for the Workshop apply before May 15:  Early Registrants, Designates and Groups. For more information, call 1-866-953-4769 or register online.