DAC: The Changing Face of Community–Collaboration with ImpactPosted: March 13, 2018 By: Evelyn Jacks
Posted in: Strategic Thinking, Current Issue, Tax Planning, Financial Literacy, DAC, Conference, Wealth planning, knowledge bureau, Evelyn Jacks, distinguished advisor conference, online courses, economic policy, demographic needs
DAC is Canada’s pre-eminent educational event for the top wealth advisors in the tax and financial services.
As an industry and as individuals lucky enough to live in Canada, it’s a great time to work “above our privilege” - that is, to set higher goals, improve services and to give back more in mentorship and engagement to a new client base with vastly different demands of their tax and financial advisors.
THE CHALLENGE? To strive for higher standards of care, a strategic look at the new issues that shape demographic needs, and the resulting tax and economic policies in Canada is critical, in order to interpret what that means for clients in the tax and financial services.
Experts and visionaries from all sides of the industry including noted senior leaders and serious up-and-comers, will help you change your mindset, refresh your vision, rework your mission and then execute on it!
WHO ATTENDS? Join approximately 200 delegates from across Canada for a rich educational experience and an outstanding time networking with other like-minded advisors who quickly become new friends and colleagues. One quarter come from the tax accounting profession; the rest are investment, insurance and wealth planning specialists. This mix guarantees lively collaboration and engaged learning by the multiple stakeholders who participate in stewarding family wealth.
“We are pulling together an agenda featuring the leading thinkers in the financial services, to prepare you and your clients for business building in the future.” Says Evelyn Jacks, President of Knowledge Bureau and founder of DAC. “In bringing DAC home to Canada, many more of us will be able to participate in thinking about the crossroads of change we are facing. It is going to be an interesting, insightful and thought-provoking educational conference and we are excited about this opportunity.”
Take a more strategic look at the new issues that shape tax and economic policy in Canada and what they mean for wealth management professionals and their clients.
"Amazing speakers. Excellent value. Different content compared to other conferences. What I liked best? The quality and diversity of speakers. "
- Brett Watson, RBC, Manitoba
"Topics covered are current, relevant and potentially game changing."
- Michelle Crouse, BMO Nesbitt Burns, Nova Scotia
MAKE A GREAT DECISION: Registrations are now open to early birds – at a discounted tuition fee until March 15. “To be amongst the most highly regarded in your industry today, it’s important to have exceptional academic achievements, outstanding personal leadership and teamwork abilities and most of all, a stronger drive than others to be at the top of your field when your clients are feeling triggers to financial action – perhaps at just the wrong time,” says Jacks. DAC will help advisors think about their value proposition with new strategic as well as technical skills.
If that’s what you need to build your business for the future, the 2018 Distinguished Advisor Conference is a must-attend! Knowledge Bureau offers an easy monthly payment plan as well as a spousal plan. Join the Who’s Who: come to experience education differently at a higher standard, in greater depth, with unique networking and socializing opportunities.
We invite you to experience education differently with us in Quebec City, Quebec at the Hilton Quebec situated on Parliament Hill. Forge important new business, educational and personal networks. Earn up to 15 CE/CPD Credits. Your spouse will love it, too.
For more information about the payment plan for DAC, call registrar office at 1-866-953-4768 or visit www.knowledgebureau.com.
Please register by March 15 to save the most on tuition fees.
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