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All items tagged with: Financial Planning

Debt Management Series: How Debt Affects Wealth Management

Posted: November 14, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Debt Management, Retirement, Financial Literacy, Financial Planning, Financial Advisor, bankruptcy, knowledge bureau, ce credits, wealth management, financial education, CE summits, Marcia Elaschuk, consumer debt, debt sources, paying off debt, mortgages, consumer proposal, personal debt, cash flow, money mirage

It’s financial literacy month and Canadians need help with debt management-badly.  Over half (52 per cent) of Canadians are only $200 away from insolvency according to a poll of 1,500 Canadians by insolvency consultancy MNP this spring.  It’s a highly valued service that tax and financial advisors can offer.

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.

LAST WEEK TO REGISTER:  CE Summits Dig Deep into Tax Reforms

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Tax, Financial Planning, CRA, knowledge bureau, Evelyn Jacks, tax courses, financial advisors, ce credits, financial education, tax preparers, tax professionals, small business taxation, year-end planning, financial workshops

The consultations for the 2018 federal budget are officially underway today; yet advisors working with small business owners are yet to decipher the difficult proposals for private corporations to advise on appropriate actions before the end of the year.   Don’t miss the opportunity to expand your knowledge with top experts at the CE Summits, visiting four Canadian cities from November 21 to 28, 2017.

Final Tax Instalment for 2017:  Help Clients Budget for Savings and Holidays

Posted: October 31, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Tax Planning, Financial Planning, CRA, taxation, knowledge bureau, Evelyn Jacks, income tax, financial advisors, Canadian taxation, tax education, financial education, tax preparers, CE summits, financial planners, tax deadlines, tax instalment 2018, budgeting

Do you need more cash flow before Christmas?  It’s a great question for tax and financial advisors to ask their clients who are pensioners, divorces or proprietors.  That’s because the final quarterly tax instalment of the year is coming up soon – December 15 – and with proper planning, it might be avoided.

Proactively Addressing Change in the Financial Services Industry

Posted: October 10, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , Financial Planning, Financial Advisor, investments, knowledge bureau, Evelyn Jacks, distinguished advisor conference, paul bates, financial services, financial education, entrepreneur, innovative thinking, thought leadership, financial advice, future-proof, business development, leadership, wealth manager, insurance advisor, insurance broker, Todd Hynes, ivari, insurance benefits, insurance options

It’s undeniable that the financial advisory and insurance industries will face dramatic changes in the upcoming weeks, months and years. Two distinguished speakers at this year’s Distinguished Advisor Conference (DAC) in Kelowna, November 5 – 8, will challenge you to think about two key issues:  people matter in a contentious world and the prescriptive sales process just doesn’t work anymore.

People in the News: Cathy Mason

Posted: October 10, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, Tax Planning, Financial Planning, Financial Advisor, knowledge bureau, Evelyn Jacks, Bookkeeping, tax courses, ce credits, wealth management, financial education, continuing education, financial courses, online courses

Cathy Mason, of Calgary, on her experience taking the T1 Professional Tax Preparation – Intermediate course: