All items tagged with: Delegates
Posted in: Breaking News, Finance Canada News, Strategic Thinking , CE summits, tax workshops, income tax filing, advanced personal tax update, Delegates, Delegates in the News, Liberty Tax, Ruth Horst
Ruth Horst from Hamilton, Ontario specializes in personal income tax filing and, as the early-bird registration deadline for this year’s CE Summit personal income tax update draws near, she shares how these workshops have provided important benefits to her role.
Posted in: Strategic Thinking , DAC, distinguished advisor conference, Graduates in the news, grads in the news, DAC 2019, DAC testimonials, DAC in Puerto Vallarta, Delegates in the News, Chenine Humphrey
Chenine Humphrey attended the Distinguished Advisor Conference (DAC) for the third consecutive year and shares her enthusiasm for the experience: “There just simply are no bad speakers at DAC. I literally sat riveted at the edge of my seat, gleaning a wealth of information and knowledge throughout the conference!”
Posted in: Strategic Thinking , DAC, distinguished advisor conference, DAC 2018, grads in the news, DAC 2019, DAC in Puerto Vallarta, Rosanna Sternat, Delegates in the News
Rosanna Sternat has attended the Distinguished Advisor Conference (DAC) for six consecutive years, and was most inspired by Knowledge Bureau’s first annual Business Builder Retreat. She shares how the educational experience has benefited her public accounting practice in Selkirk, Manitoba.
Posted in: Strategic Thinking , Evelyn Jacks, distinguished advisor conference, Michael Geist, DAC speakers, grads in the news, Jack Mintz, DAC 2019, Delegates, DFA - Tax Services Specialist, DAC testimonials, DAC sessions, DAC in Puerto Vallarta
Make a great decision to experience education differently in 2019 – and earn 15 CE Credits. Register early for next year’s Distinguished Advisor Conference (DAC) in Puerto Vallarta, Mexico. Access to an easy pay instalment plan ends November 30.
Posted in: Strategic Thinking , DAC, Puerto Vallarta, financial conferences, Graduates in the news, grads in the news, Delegates
The first Business Builder Retreat hosted by Knowledge Bureau was a resounding success, according to attendees intent on rejuvenation and leadership skill development at this exclusive Distinguished Advisor Conference (DAC) event.
Posted in: Strategic Thinking , master financial advisor, distinguished financial advisor, grads in the news, designates, Gradudate, Graduates, Delegates, Frank Arnold, Planning with Trusts
Frank Arnold of Woodville, Ontario completed Knowledge Bureau’s Use of Trusts in Tax and Estate Planning course while pursuing his Master Financial Advisor - Retirement and Succession Services Specialist credentials. He explained why lifelong learning is essential in the tax and financial services: “I feel that learning never really ends. Rules and legislative changes are created constantly, therefore, giving up on learning means giving up on valuable expertise.”