Master the Future of Retirement and Estate Planning: May 21 CE Summit

As Canada transitions into a new economic era under the new government's evolving tax policies, financial professionals face unprecedented challenges and opportunities. To navigate this shifting landscape, staying informed isn’t just beneficial—it’s essential. That's why CE Summits – Advisory Diploma is a must-attend professional program for tax advisors, financial planners, and professionals dedicated to delivering exceptional value to their clients amongst complexity. These sessions are led by expert faculty Evelyn Jacks, Doug Nelson, Carol Willes and Ruth Horst on May 21 – register by the May 15 early-bird deadline!

Upcoming Opportunity: May 21, 2025 – Live CE Savvy Summit

The next virtual session in the CE Summits series takes place on May 21, focusing on Retirement and Estate Planning. With 20 CE/CPD credits available for completing the program, this intensive training is packed with insights that will redefine how you plan for client retirement, succession, and wealth preservation.

Why Attend? Because Clients Deserve Future-Ready Advice

This CE Summit will explore:

• 30+ Tax Changes for 2025: Stay ahead of the curve on federal and provincial updates.
• Trust Planning and the T3 Return: Including bare trust rule updates and post-mortem strategies.
• Retirement Income Planning: Tailored strategies for small business owners and multi-generational wealth transitions.
• Post-Mortem & Succession Planning: Helping families navigate complexities after the death of a loved one.

Earn the Advisory Diploma

The CE Summits – Advisory Diploma includes four hybrid learning components—each combining a five-chapter online course with a live virtual summit. Professionals can earn the full diploma in as little as one year, with each module granting 20 CE/CPD credits. Flexible, affordable, and fully supported, this program helps you build advanced expertise in:

• Tax policy and compliance
• Strategic retirement income planning
• Trust and estate administration
• Audit defence and risk mitigation

Exclusive Benefits for Diploma Candidates

• Significant Tuition Savings: Save up to 50% with early registration and bundled enrolment.
• Tax-Deductible Tuition: Qualifies for Canada Training Credit and tuition tax credits.
• Flexible Learning Options: Start anytime, study at your own pace, and access session recordings and course journals.

Who Should Enrol?

This program is ideal for:

• Tax and financial advisors working with high-net-worth or aging client bases
• Accountants, bookkeepers, and insurance professionals expanding their advisory services
• Entrepreneurs building advisory teams within their practices
• Professionals pursuing or maintaining Knowledge Bureau designations

Register by May 15 and Save

Take advantage of early-bird pricing and secure your seat at Canada’s most current CE event. Whether you're looking to deepen your knowledge, earn a valuable credential, or future-proof your advisory practice, the CE Summits – Advisory Diploma is your next strategic move.

Start your next chapter today. Enrol in the May 21 summit and earn your place among Canada’s most knowledgeable and trusted tax and financial advisors.