CE Credits


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Post Budget Action Strategies: Issues in Holistic Tax Filing and Wealth Planning with Millennials and Boomers

Learn the details behind the March 19, 2019 federal budget provisions and how they affect investment, retirement and estate planning in 2019 and beyond with Canadian tax expert, Evelyn Jacks. Next, Dr. Dean Smith, a foremost cross-border expert will immerse you in an important basic primer on the differences between filing personal returns in Canada vs. the U.S. so you can gain the confidence you need to discuss your clients’ issues when moving to the U.S. or back for work, business, or vacation. Finally, long term care planning expert Karen Henderson will engage you in the continuity planning conversation, so critical to the financial well-being of your older clients and their families. Don't miss it!


Agenda at a Glance


8:00 - 8:30 AM Registration and coffee
8:30 - 9:30 AM Evelyn Jacks: Post-Budget Analysis and Commentary
9:30 - 10:30 AM Dr. Dean Smith: Canada - U.S. Tax Primer
10:30 - 10:45 AM Networking break and sponsorship fair
10:45 - 12:30 PM Dr. Dean Smith: Taxation in a Global Economy
12:30 - 1:00 PM Meet and greet networking lunch
Advisor Round Table - Q&A
1:00 - 1:30 PM Building Relationships - Smartbanking for Business?

Special Guest Sponsor – CIBC

1:30 - 2:45 PM Karen Henderson: Engaging in the Continuity Planning Conversation with Older Clients and Their Families
3:00 - 4:00 PM Karen Henderson: Building a Financial Continuity Plan for Your Clients
4:00 - 4:30 PM Dr. Dean Smith and Evelyn Jacks: Special Report on Technology for Tax and Financial Professionals
4:30 PM Closing remarks and certification
Detailed Agenda How to Enrol



“I liked the quick pace, amount of information, depth of knowledge and the way the tax changes were pulled together and pointed out throughout interrelated topics.”
—John Keller, Kingston, Ontario

“The comprehensive workbook and reference materials were great. The workshops were organized, well-prepared, and there were easy-to-follow instructors.”
—Ayana Forward, Ottawa, Ontario

“Great update! Answered everyone’s questions!”
—Susan Anderson, Quebec

“I appreciated the clarity and comprehensive coverage of topics, and the knowledge provided on the recent tax changes.”
—Gaetan Ladouceur, Ottawa, Ontario

May 28 Winnipeg Manitoba Club, 194 Broadway, Winnipeg, MB R3C 0R2
May 29 Calgary Calgary Marriott Courtyard Airport, 2500 48th Ave NE. Calgary T3J 4V8
May 30 Vancover Sandman Vancouver City Centre ,180 West Georgia St.  Vancouver, BC
June 4 Toronto Pearson Convention Centre, 2638 Steeles Ave East, Brampton, ON