People in the News: Barbara SchusterPosted: December 19, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Tax Planning, CRA, knowledge bureau, Canada Pension Plan, Evelyn Jacks, income tax, retirement planning, rrsp, tax courses, wealth management, financial education, net worth, online education, Knowledge Journal, Barbara Schuster, Investors Group
Congratulations to Barbara Schuster from Investors Group who just graduated from Knowledge Bureau’s Advanced Tax-Efficient Retirement Income Planning self-study course, and had the following comments about her experiences:
Barbara writes, “My objectives in taking this course were to learn income planning tools to improve my clients’ net worth and lower their tax bill. Trying the different case studies with various client scenarios showed me how income planning can have a big impact on a person’s net worth, and helped me absorb the information.” Barbara also appreciated the comprehension testing style, and the Knowledge Journal.
To be featured in our People in the News column, submit your feedback after completing your course, program, or designation!
Learn more about tax-efficient retirement income planning by taking the self-study course, or by attending the CE Summits coming this January to six Canadian cities.
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