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Knowledge Bureau Education Days, known commonly as full or half day Workshops bring the expertise of The Knowledge Bureau to a city near you.

Workshops for Advisors and Clients

Cottage Succession Workshop

For the first time ever, a meaningful financial seminar to help you transition your memories with your cottage. . .

Workshops for Advisors

Join us for a concentrated, focused day on issues of concern to taxpayers, investors and professional planners in major centres across North America. At this time, we run workshops three times each year: January, June and November. The Knowledge Bureau workshops are designed to be a solid investment of your time and money. The sessions begin with 8:00am registration, session begins promptly at 8:30, include lunch and end promptly at 4:00pm. They are structured to cover taxation topics in the morning and wealth management topics in the afternoon.

November is the perfect time to attend The Annual Year End Tax Update and Estate Planning Workshop. The morning's tax update session is presented by tax expert Evelyn Jacks the afternoon estate planning workshop is presented by The Knowledge Bureau Distinguished Faculty member John Poyser.

The January workshop series features a popular Line by Line T1 Tax Update presented by a Evelyn Jacks in the morning with an equally compelling afternoon presentation about The Tax Consequences of Debt Management.