News Article

Kelowna Is Host City to Top Financial Speakers and Advisors

Posted: November 03, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking

Kelowna Is Host City to Top Financial Speakers and Advisors. Twenty-Five Exceptional Financial Speakers at 2017 Distinguished Advisor Conference.

The 14th Annual Distinguished Advisor Conference is set to begin November 5 – 8th in beautiful Kelowna, where close to 200 delegates from the tax and financial services industry will discuss the theme:  Financial Advice at the Crossroads of Change”

“We are delighted to bring this pre-eminent educational conference for top wealth advisors from across Canada to Kelowna,” says Evelyn Jacks, Founder and CEO of Knowledge Bureau, the program director and host of the DAC.  “The thought leadership we will hear over the next several days will only be eclipsed by the celebration of collaboration in a unique Canadian way here in Kelowna.

Media is invited to attend the event and set up interviews with the speakers and special guests.  The illustrious speakers will be addressing the innovative approaches necessary for advisors in the tax and financial services industries to lean into the significant changes presented in our economy:  disruption resulting from technological, political and economic change. The delegates will be provided a great professional development experience so that they, in turn, can inform and steward the financial futures of their clients at home. 

For more information on our speakers, please review this year’s DAC agenda.

I’d be happy to coordinate an interview with Knowledge Bureau’s founder, Evelyn Jacks, or any of the incredible speakers on this year’s agenda. I look forward to hearing from you soon, please let me know if you have any questions.

Beth Graddon
Knowledge Bureau