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Mark Your Calendar: Nov 14 - 17th: DAC 2010 - Focus On The Family
MARK YOUR CALENDAR: ENQUIRE ABOUT GROUP RATES TODAY! EARLY REGISTRATION DEADLINE IS JUNE 15TH, 2010 Join us at the 7^th Annual DISTINGUISHED ADVISOR CONFERENCE Them: Focus on the Family - Getting To Know Your Intergenerational Clients in Orlando, FL. - November 14-17 DAC is for Leaders! A strong line-up of internationally acclaimed speakers will present ground-breaking topics in the financial industry focusing on trends, profiles and practice management. Check back next week for new agenda information and speaker line-up. *Comments from DAC 2009 attendees:* "I would recommend this conference. . .It's simply brilliant." Jarrett Zielinski, Valley of the Sun LP "The topics were so great, I couldn't get up to go to the bathroom for fear of missing something!" Maria Kent, Portfolio Strategies Corporation "All three days were great!" Ellie Jenner, Investors Group "I liked how well organized and very well delivered each topic was. Very Informative." Donna Schneider, IA, Wellington West "Great Insight, Great Themes~Just Great, Excellent Speakers! I increased my knowledge, met lots of new people. I would definitely recommend DAC." Siegfried Merten, Merten Financial "Great opportunity for team building." Karen McIvor, IA, BMO Nesbitt Burns Click here to link to our photo gallery of DAC 2009!

Featured Course: Fundamentals of Succession Planning
New! Fundamentals of Succession Planning This course is designed in a practical format and will help an advisor become a valuable resource to their clients in the succession planning process. Key concepts include understanding the importance of succession planning for the business and key positions within the business; role and financial issues, from both the business leader and successor perspective; succession plan implementation; addressing the impact of succession on employees and the business as a whole; and succession of the business to third parties. This course will enable the student to acquire the following skills: Differentiate and understand the relationship between succession planning for key positions in the business and for the business as a whole. Coach business leaders/potential successors as to the role and responsibility issues that they should consider when conducting succession planning, particularly in terms of personal implications. Understand the key aspects of succession planning implementation. Assist clients with problems in the implementation process, including a failed succession event. Assist a business leader in understanding the options and process for pursuing succession to a third party. Fundamentals of Succession Planning is part of the Succession and Estate Planning Specialist program available through the Knowledge Bureau. Click here for information on other Knowledge Bureau courses and programs.

Featured Speaker: MFA/DFA Designates: Form a Spring Study Group

Are you and your colleagues studying to earn your Distinguished Financial Advisor or Master Financial Advisor designations from the Knowledge Bureau?

Why not form a study group? Research shows that members of study groups have a greater chance of success than someone working alone. Members keep each other on track with a study plan, encourage each other to reach the next milestone, and generally support each other along the way.

A workplace study group can ensure that everyone reaches the goal together, earning that valuable recognition for their efforts, the framed certificate for the office wall!

Earn those important CE credits and accreditation from your industry's governing bodies.

Check out what others have to say about studying with The Knowledge Bureau.

Featured Book: Master Your Investment in the Family Business

MASTER Your Investment in the Family Business

Authors: Larry Frostiak and Jenifer Bartman

How to increase after-tax wealth

Are you the owner or a member of a family business?

Are you concerned about how to pass your business on to your children or other family members?

Are you wondering if you can use the business to provide for your own retirement income?

Be in control of the future! MASTER YOUR INVESTMENT IN THE FAMILY BUSINESS!

Anyone who wants to understand the investment solutions available for family business owners can benefit from the advice in this book�and begin planning for a prosperous future. It is a practical guide to structuring the investment in the family business to prepare for transition�from start-up to actual sale or transfer.

Learn how to:

Use growth-oriented strategies to maximize wealth creation over a longer term
Use tax advantaged structures at the outset, to maximize your investment in the business
Defer taxes for as long as possible and at transition
Minimize taxes on money transferred from the business to yourself
Use tax-efficient income splitting opportunities with family members
Maximize the contributions of both family and non-family members working in the business
Fund the owner's retirement income and realize on the equity invested in the business
Reduce risk by planning for crisis situations

Make the most of your investment in the family business. Provide for your heirs and your own retirement while minimizing the tax impact.

TARGET AUDIENCE: This is a book for anyone who wants to understand investment solutions available for family business owners�and planning for a prosperous future. Specifically it will be of interest to family business owners currently facing succession issues, individuals who have recently taken leadership of their family businesses and advisors to family businesses.

ABOUT THE AUTHOR

Larry Frostiak, FCA, CFP, TEP

Larry is a founding partner of Frostiak & Leslie Chartered Accountants Inc. and an executive member of the international Society of Trust and Estate Practitioners (STEP). Larry�s practice focuses primarily on successful privately-owned and family controlled businesses and high net worth individuals. He also provides corporate tax, trust and estate planning in the overall global wealth management concept.

Jenifer Bartman, CA, CMC

Jenifer is the founder and principal of Jenifer Bartman Business Advisory Services, an independent firm providing services in the areas of business advisory and interim executive solutions. An experienced senior executive, she spent over 9 years in the venture capital industry and has a significant amount of experience in terms of the issues related to managing, growing and transitioning a business. Jenifer has a particular interest in the areas of business improvement and succession, and shares her perspective in terms of a family business setting.

Price: $24.95

Buy Now

THE KNOWLEDGE BUREAU is dedicated to publishing Newsbooks which provide financial education for decision-makers of all ages.

The MASTER YOUR ... series is written for everyday Canadians looking for sound answers�and the right questions to ask�concerning today's volatile marketplace.

Strategy. Process. Plan. Masterful Execution. Powerful Results.

Featured Video: Robert Ironside speaks at DAC 2009

Knowledge Bureau Faculty Member Robert Ironside spoke about "Leading Investment Strategies in a Turbulent World" at the 2009 Distinguished Advisor Conference in Tucson, AZ in November. Link to the video here.

The Distinguished Advisor Conference is the pre-eminent conference for Real Wealth Managers. Join us at the 7th annual conference in November 2010 in Orlando, Florida. Click here for details.