Mark Your Calendar: Critical Deadlines for May and June
Tax season never truly ends, it seems, as there are many more upcoming tax filing, investment planning and education milestones to discuss with your clients over the next six months. Check out our handy checklist below and then test yourself – what are the conversation openers you’ll use and with which clients? It’s your opportunity to shine with every member of the household:The Delusionary Testator
It is not uncommon for elderly people to form delusionary beliefs about those who should rightfully be named in their will.
21 Distinguished Speakers Think BIG
There are big sweet spots for advisors and clients who focus on the right issues in the financial services, and 21 influential movers and shakers from both sides of the Canada – US border will embellish on them this fall at the annual Distinguished Advisor Conference to be held in the Texas Hills, near Austin, November 9 – 12.
Spotlight: Winning With Women
In Canada, it’s estimated that $3.2-trillion in total assets and $1.1-trillion in financial wealth alone will be controlled by women, based on figures compiled by research group Investor Economics.
Coaching In Financial Decision-Making
Boost your skills so that you can analyze and explain financial reports and provide the guidance your business clients need to grow. Enrol in Managerial Accounting today.
Is Your Retirement Income Forcasting Accurate Enough?
It makes a difference. Your clients might be undersaving – or oversaving at the expense of their peace of mind. This must-attend live workshop will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation. Earn up to 30 CE/CPD credits!
Canadian Small Businesses Still Behind On CASL Compliance
58% of KBR voters in our July poll indicated that the Canadian Anti-Spam Legislation (CASL) will not affect their business or their clients.
