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All items tagged with: Canadian conferences

Evelyn Jacks Keynote on 2018 Tax Changes

Posted: March 19, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, Financial Advisor, knowledge bureau, Evelyn Jacks, ce credits, financial services, financial conference, Canadian conferences, IFB, Independent Financial Brokers, financial eduction, Winnipeg conferences, financial broker

It’s time to talk about the 2018 tax changes and how they affect planning before the end of 2018. Knowledge Bureau’s Evelyn Jacks will be a keynote speaker at IFB’s 2018 Winnipeg Regional Event on May 16, 2018 and on the CE Summit tour May 29 to June 16, 2018.

Let’s Collaborate: Get in on the DAC 2018 Agenda

Posted: January 23, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, tax advisor, tax deductions, online courses, financial conferences, Canadian conferences, online education, charitable deductions, philanthropy, Quebec conferences

Knowledge Bureau’s annual Distinguished Advisor Conference (DAC) will be taking place in beautiful Quebec City from November 11-14, 2018. The theme is “Changing the Face of Community – Collaboration with Impact.” We would love to hear what this means to you, and what you’d like to see in our compelling sessions at this pre-eminent educational event.

Mark Your Calendars: Post-Budget Analysis for Canada and the U.S.

Posted: January 23, 2018 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , CRA, knowledge bureau, Canada Revenue Agency, Evelyn Jacks, tax courses, tax education, tax reform, online courses, financial conferences, Canadian conferences, tax workshops, cross-border taxation, US tax, Dean Smith

Knowledge Bureau is pleased to announce that its next professional development days - the CE Summits -  will held May 29 to June 6 in Winnipeg, Calgary, Vancouver, and Toronto. Featuring special guest Dean Smith of Cadesky Tax, who will join Evelyn Jacks to discuss post-budget tax reforms in Canada and the U.S.

RSVP Now for DAC 2018 in Quebec City: The Focus Is on Diversity

Posted: November 21, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, tax changes, financial education, thought leadership, advisor conferences, financial conferences, Canadian conferences, collaboration

Next year’s Distinguished Advisor Conference (being held in Quebec City, Nov. 11-14, 2018) will explore how the work of tax and financial advisors fits into a changing demographic landscape under the theme “The Changing Face of Community: Collaboration with Impact.” Registrations for delegates and speaker sponsors are now open, and we are asking for your input on the topics you’d like to explore more closely at the event.

BEST DAC EVER:  The Advisor’s Role at the Crossroads of Change

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial conferences, Canadian conferences

The Distinguished Advisor Conference was an outstanding success with all of the speakers delivering thought leadership with passion and conviction to the theme:  Financial Advice at the Crossroads of Change.

Innovate or Die: How “Leadapreneurs” Are Transforming Economies

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Planning, DAC, knowledge bureau, relationship management, Evelyn Jacks, distinguished advisor conference, financial advisors, wealth management, financial education, tax professionals, innovative thinking, Millennials, leadership, financial conferences, Canadian conferences, Leapreneur, Jan Bartscht, Jessica Macias, robo-advisor, investors

In one of the most talked-about and ground-breaking sessions at this year’s Distinguished Advisor Conference, futurist Jan Bartscht, brought a stark message to the approximately 200 delegates in attendance:  you must innovate or die in a stark business reality: 40 per cent of major companies will not survive the digital disruptions of the next five years.