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All items tagged with: ce credits

Advisors Lack Holistic Planning Focus: 50% of Future Clients Will Demand It

Posted: June 19, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Advisor, knowledge bureau, Evelyn Jacks, Small Business, distinguished advisor conference, digital age, ce credits, entrepreneur, financial conference, CE summits, artificial intelligence, wealth advisor, leadership courses, investors, leadership development, leadership retreat, Business Builder Retreat, holistic wealth management, business building, value-add, adding value, relationship managaement, A.I., Advanced Family Tax Preparation

A new report demonstrates that many advisors are unprepared to meet the changing demands of their clients, particularly with regards to holistic goal planning in wealth management. This will be among the top things that 50 percent of investors will look for when selecting an advisor by 2022.

People in the News – Aaron Robertson Loved DAC 2017

Posted: June 19, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, tax advisors, financial education, Quebec City, financial conferences Canadian conferences, networking events, Aaron Robertson, Alitis Investment Counsel

It’s time to register for the 2018 Distinguished Advisor Conference in Quebec City and make it your conference this year! Aaron Robertson from Alitis Investment Counsel was already thinking about making it his after last year’s event. Hear what he had to say and join us.

Sneak Peek! Advisors Require Technical Skills Before Death of a Taxpayer

Posted: June 05, 2018 By : Knowledge Bureau Staff Writers
Posted in: Strategic Thinking , Estate Planning, knowledge bureau, executor, succession planning, Evelyn Jacks, retirement planning, final returns on death of a taxpayer, tax courses, ce credits, master financial advisor, inheritance, tax education, financial education, Walter Harder, online education, taxes for deceased, holistic wealth management, estate services

Each year, 1 percent of the population passes away, generating tax consequences and other financial implications that impact remaining family members.Yet, often tax and financial advisors are hesitant to focus on tax-efficient estate planning, leaving it to attorneys instead. But you can add value as a more trusted advisor by offering a more holistic approach to a powerful financial moment by honing skills in discussing the tax consequences on death of a taxpayer.

Fostering the Development of Future Leaders: Young Advisor Award

Posted: May 29, 2018 By : Knowledge Bureau Writing Staff
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, ce credits, leadership, financial conferences, leadership retreat, Business Builder Retreat, young advisors, Young Advisor Award, Quebec Conference

At November’s Distinguished Advisor Conference (DAC), Knowledge Bureau will be honouring tomorrow’s future leaders as the recipients of the Young Advisor Award. Applications are being accepted until June 30, 2018!

The Middle Class Is Shrinking: Your Expert Advice Is Needed

Posted: May 22, 2018 By : Knowledge Bureau Writing Staff
Posted in: Strategic Thinking , knowledge bureau, gender equality, Evelyn Jacks, federal budget, ce credits, financial education, Morneau, Canada Child Benefit, financial workshops, middle class, Dean Smith, C. Russell Vert, Canada Workers benefit, diversity, poverty

One major goal of the 2018 federal budget was to strengthen the middle class which keeps shrinking in Canada. There is meaningful opportunity for tax and financial advisors to do the work necessary to help their middle clients and improve Canada’s economic future in the process.

Thank You to Our DAC Partner: Franklin Templeton Investments

Posted: May 15, 2018 By : Knowledge Bureau Writing Staff
Posted in: Strategic Thinking , Financial Literacy, DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, ce credits, cpd credits, financial advisor conference, financial education, financial conferences, Quebewc conferences

Knowledge Bureau is pleased to announce that Franklin Templeton Investments will be joining us again as a partner for the 15th annual Distinguished Advisor Conference (DAC) taking place in beautiful, historic Quebec City, November 11-14, 2018. You won’t want to miss two important educational sessions offered by Franklin Templeton.