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:

Only 5 rooms left! Register for DAC before July and receive extended early bird rates!

Can you package your expertise? Can you bring value to your professional practice by better understanding what your personal and business brand is all about? What is your unique ability?

"Anyone undertaking this responsibility must know this stuff! Thank you so much. The public so needs this info!!!" – Marjorie D., Attendee, Winnipeg. Join us in Calgary for Attorney School, August 29, 2013 for only $99.

Managing the Bull takes sophisticated (and common sense!) insider strategies and processes and makes them easy to understand. Detect and deflect the crap and take control of your finances today! Buy 3, Get 1 Free.

Help your clients better use their precious resources of time and money both now and in the future. Enable a framework for joint decision-making throughout changing life, financial, and economic times with all the stakeholders involved: family members and professional advisors. Enrol in Elements of Real Wealth Management by July 17 and save $200.

In 50 years, what hasn’t changed is the familiar behavioral dynamics: fear and greed, risk and reward.