All items tagged with: financial education
Posted in: Strategic Thinking , tax preparation, Financial Literacy, Evelyn Jacks, Essential Tax Facts, tax tips, tax filing, financial education, tips for taxpayers
Share the gift of education with your clients this holiday season! By discussing the six essential tax tips your clients need to know for 2019 and beyond, you can help Canadians become more informed on the tax-efficient decisions that will improve their financial health in the new year.
Posted in: Strategic Thinking , Financial Literacy, Evelyn Jacks, Tax Specialist, tax courses, ce credits, tax advisor, financial education
The tax preparation industry is undergoing massive change: from jobs that required data entry skills to professional advice that focuses on the best after-tax results for the client and his or her family. That requires a new educational solution for those who want to build a career in this rewarding industry.
Posted in: Strategic Thinking , tax preparation, Financial Literacy, distinguished financial advisor, financial education, holistic advice, Graduates in the news, holistic financial planning, designates, Troy Harrison
Troy Harrison of Winnipeg, shares why investing in education as an advisor, isn’t just about career advancement. Education also helps advisors forge trust with clients. His focus now is to cultivate and nurture his client relationships and inspire other advisors to do the same.
Posted in: Strategic Thinking , Debt Management, Financial Literacy, DAC, GDP, Bank of canada, distinguished advisor conference, Canadian economy, interest rate, inflation, financial education, Trudeau, employment rate, Trump, NAFTA, trade agreement, tariffs, job creation, U.S import, U.S. export, manufacturing industry, dairy industry, free trade, United Nations
The NAFTA stalemate is important. Should Canada fail to forge a favourable deal that addresses these issues, the nation’s slow economic growth is likely to face further decline, and Canadians are going to feel the pinch on their pocket books and may, in fact, lose jobs. So what’s holding back a new NAFTA deal? How can you help investors in the meantime?
Posted in: Breaking News, Practice Management, Strategic Thinking , Strategic Philanthropy, charitable giving, charitable donations, Donations Savings Calculator, tax deductions, financial education, philanthropy, donations, The Canadian Association of Gift Planners, CAGP, Spire Philanthropy
The Canadian Association of Gift Planners (CAGP), Knowledge Bureau and Spire Philanthropy are pleased to announce their collaboration to introduce a new professional designation for the financial services sector. The MFA™ Strategic Philanthropic Services Specialist designation will denote specialized professional credentials to develop plans for individuals and families interested in strategic philanthropy.
Posted in: Strategic Thinking , Real Wealth Management, Financial Literacy, financial education, Real Wealth Manager, testimonial, Stefanie Keller, Graduates in the news, holistic financial planning
“Knowledge Bureau is in the forefront of the industry. We must get that message out to the public; it is a game changer,” says Stefanie Keller, CEO of Stellar Wealth and Tax Solutions in Winnipeg.