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

SPRING SESSION 2017
SPEAKERS AND SPONSORS
Evelyn Jacks
MFA™, DFA-Tax Services Specialist™
FOUNDER & PRESIDENT, Knowledge Bureau
Evelyn is one of Canada’s Top 25 Women of Influence, author of 52 consumer books, many of them best-sellers, and numerous Knowledge Bureau T1 Courses in the DFA-Tax and Bookkeeping Services™ Specialist programs, the MFA™ Designation Programs. She has founded the Distinguished Advisor Conference and Workshops and champions financial literacy for Canadians, having been a member of the Federal Task Force on Financial Literacy.  She is a well-known commentator for media outlets throughout Canada.
Jenifer Bartman
CA, CMC
Jenifer Bartman, CA, CMC is the lead instructor and author of four certificate courses in the Knowledge Bureau Master Financial Advisor Designation Program in succession and business planning and five certificate courses in the new Executive Business Builder Designation Program.
Dean T. Smith
CPA, CA, (Ontario), Ph.D., CFP, TEP
CPA (Illinois), CPA, CA (Manitoba)
Partner, Cadesky and Associates LLP
Dean is a partner with Cadesky and Associates LLP and the President of Cadesky U.S. Tax Ltd., a boutique accounting firm where Dean has been involved with U.S. cross-border tax work for over 23 years assisting companies moving employees around the world and expanding their operations .  Clients also include private individuals who have multiple jurisdictional filings.  Dean is also an instructor and certificate course writer with Knowledge Bureau.

ADDITIONAL GUESTS JOINING US: REGIONAL AND NATIONAL GUESTS