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Knowledge Bureau Report

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Knowledge Bureau is your leading financial education network. We cover the most current issues in the tax and financial services landscape, interpret them and bring the highlights right to you. You’ll learn about taxes, investing, retirement, estate and business planning.

Stay in the know with the Knowledge Bureau Network. Get breaking news by email, use practical tools for answers, read influential blogs, take quizzes, watch short financial lessons, learn professional skills online, at regional workshops and conferences.

Demographic Trends: The Changing Face of Canada’s Women

By : Knowledge Bureau Posted in: Strategic Thinking, Current Issue
Canada possesses priceless resources, not just in its natural resources but also in new human resources—gems that are waiting to be uncovered. They are highly educated immigrant women, ready to contribute to the economy in a significant way.

Economic and Fiscal Outlook for November 2015

By : Knowledge Bureau Posted in: Strategic Thinking, Current Issue
The Canadian economy has deteriorated in the last six months, according to a press release from the Office of the Parliamentary Budget Officer (PBO), and growth is expected to be slower than anticipated over the next few years. A weaker economy translates into larger deficits over the medium term than the PBO forecast in April, states the report, which was released November 10.

Financial Literacy Declines in Later Life: Dr. Michael Finke at DAC

By : Knowledge Bureau Posted in: Strategic Thinking, Succession & Estate Planning, Current Issue
Those who earn more live longer, the longevity gap between men and women is closing and living close to your kids in retirement may turn out, well, differently than you may think. All of these factors and more will change how you think about retirement planning, according to Dr. Michael Finke, a keynote speaker at the Distinguished Advisors Conference (DAC) in Puerto Vallarta, Mexico, last week. But his biggest “aha” moments came from research on the financial literacy of seniors.

See the Possibility:  Joe Roberts, The Skid Row CEO, On Addiction in the Family

By : Knowledge Bureau Posted in: Strategic Thinking, Tax Tips, Current Issue
Joe Roberts, also known as “The Skid Row CEO,” held the audience at Distinguished Advisor Conference (DAC) rapt with his moving personal story of addiction and recovery. Revealing the power of having difficult conversations with clients, Joe showed how trusted advisors can take their work to another level, especially in making financial plans for those who are vulnerable due to addiction.

Learn About the Fundamentals of Succession Planning

By : Knowledge Bureau Posted in: Breaking News, Economic News, Strategic Thinking, Current Issue
Differentiate yourself as an MFA-Succession and Estate Planning Specialist in your community.  The first certificate course in the program, provides students with a solid understanding of the fundamentals of succession planning and how to become a more valuable resource to your clients in assisting them with their business succession planning needs.

Evelyn Jacks on Taxing Trends: Embracing the Millennial Millionaire

By : Knowledge Bureau Posted in: Breaking News, Current Issue
Evelyn Jacks, president of Knowledge Bureau, welcomed close to 200 attendees at the 2015 Distinguished Advisor Conference (DAC) on a high note. Her opening session at the 12th annual conference in beautiful Puerto Vallarta, Mexico, was packed with information and opportunities for advisors to seize, particularly in light of the new Liberal government in Ottawa and the significant tax reforms their rise to power will usher in.