Canadian Dental Care Plan Renewal Deadline Approaches

Know Your Client!   It’s a daily commitment and requirement, especially in the work that financial advisors do with their clients.   It’s imperative that you ask about any significant changes in their lives. Has there been a significant new event:   a move to take a new job or go to university, a marriage or divorce, a new birth, a disability or a death? And, in the case of income tested benefits such as the Canadian Dental Care Plan, (CDCP) do they qualify?  Did they file their tax return on time to get it?  Do you know the deadlines for doing so?  Do you know when coverage ends if your client now longer qualifies?

Reserve your spot in Winnipeg, Calgary, Vancouver, or Toronto. Be prepared to respond to requests for post-filing information and set up the best defence for your clients in case of appeal. See the full agenda for this May's Distinguished Advisor Workshop.

This book is a "must-have" financial education for a new generation! It's about launching a financial life with the knowledge and skills to make responsible decisions. Give your clients the gift of knowledge: Buy 3, Get 1 Free!  Use PromoCode: KBRSPECIAL.

Become certified in Financial Literacy: Assessing Risk and Return. Develop confident and consistent solutions with your clients to better manage wealth by building a process and framework for getting results.

Knowledge Bureau has gathered top-class speakers for our upcoming Distinguished Advisor Conference, November 10-13, 2013 in Ojai, California.

Increase Your Cash Flow Calculator – Cash flow and income are two different things, but it may be all the same to your clients: How much do I have to spend each month? The difference is the real money they get to keep after taxes. Try the Cash Flow Calculator risk free!

There are lots of ways to do better for yourself at tax time; starting with the filing of your tax return as soon as possible if you missed the April 30 deadline.