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All items tagged with: ce credits

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.

Please Help Us Thank Our DAC 2017 Sponsors

Posted: November 14, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, master financial advisor, distinguished financial advisor, financial education, tax preparers, tax professionals, Manulife, financial conferences, Franklin Templeton Investments, AGF, advisors

Last week, the 14th Distinguished Advisor Conference (DAC) took place in beautiful Kelowna. Please help us thank and acknowledge the incredible sponsors that helped bring this event to fruition, and the many Knowledge Bureau graduates who have offered their ongoing support - check out all the incredible speakers, networking and fun in the photo gallery!

Critical Financial Education on Family Business Tax at November CE Summits

Posted: November 14, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , CRA, knowledge bureau, Evelyn Jacks, tax courses, financial advisors, ce credits, year-end tax planning, financial education, tax preparers, CE summits, tax proposals, Liberal government, Larry Frostiak, Morneau, taxation of private corporations, tax issues, small business taxation, financial workshops, passive income taxation, corporate valuation, Frostiak and Leslie Chartered Accountants

The tax proposals introduced on July 18, 2017, are complex and continue to evolve, promising some mind-numbing complexing for business clients. Tax and financial advisors need to gain a thorough understanding of the intricacies of these proposals in order to reduce the impact on their clients. The November CE Summits will address this need, in a focused session featuring family business tax expert Larry Frostiak. Note - Registration ends today, November 15.

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.

Help Us with Our Agenda for DAC 2018 In Quebec City!

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, Financial Advisor, knowledge bureau, Evelyn Jacks, distinguished advisor conference, tax courses, ce credits, financial education, innovative thinking, financial conferences, Canadian conferences, tax professional advisors, Quebec City travel

Speakers with topic proposals, sponsors and delegates:  please contact us now.  Knowledge Bureau is pleased to announce that the 2018 Distinguished Advisor Conference will be held in beautiful, historical Quebec City from November 11 to 14, 2018. Early registration offers now available will provide the best tuition savings. The theme for 2018 is “The Changing Face of Community: Collaboration with Impact.”

Fake News and Your Opportunity to Build Trust

Posted: November 07, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, financial advisors, ce credits, financial education, tax professionals, fake news, value proposition, Kirk LaPointe, financial planners

Trust. Fake news. Instability.  These small words that carry a big punch because they’re emblematic of a new world order and the shifting sands of change. However, during DAC’s first day of presentations, journalist, politician and business leader Kirk LaPointe spoke about how “invested clients” can actually help you beat the disruption that trust failures provide.