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All items tagged with: financial conferences

Please Help Us Thank Our DAC 2017 Sponsors

Posted: November 14, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking, Current Issue , 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!

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.

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.”

Outstanding Canadian Performers to Headline at DAC

Posted: October 31, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , DAC, knowledge bureau, Evelyn Jacks, distinguished advisor conference, ce credits, Kelowna, financial conferences, Aisha Alfa, Canadian performers, Canadian conferences, Kim Pollard, Dan Innes

Delegates attending the Distinguished Advisor Conference in Kelowna from November 5-8 will be treated with the opportunity to hear 18 illustrious speakers, including two cutting-edge digital innovation experts, renowned tax experts and leading insurance and investment specialists. They will also be treated to performances by three incredible Canadian entertainers at the DAC150 Gala.

Advisors’ Approach to Retirement Planning – What’s New?

Posted: October 24, 2017 By : Knowledge Bureau Staff
Posted in: Strategic Thinking , tax preparation, Debt Management, Tax Planning, Financial Advisor, investments, knowledge bureau, interest rates, Evelyn Jacks, retirement planning, inflation, tax education, CE summits, Distinguished Advisor Workshops, financial courses, financial conferences, Canadian pension, retirement trends, mortgage reduction, earn CE credits

The world has changed dramatically over the last couple of decades—and that requires that tax and financial advisors adapt their strategies for pre-retirees. Recognizing the current economic and societal changes drivers, it appears that  debt management, and debt reduction strategies at various life stages, require more attention. This will be a key planning theme at Knowledge Bureau’s upcoming CE Summits.