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:

Knowledge Bureau will be closed August 1 to August 5 for summer holidays. Online course registration will be available throughout this time. Be sure to register by July 31 to begin your second Summer School session August 6.

Why have the financial and legal advisory communities done such a poor job of committing their clients to a deep and effective estate planning process?  

You, like millions of others, may have to handle financial affairs for a loved one at some stage or another. You may already be doing so. One way or the other, you have an important responsibility. Join us in Calgary for Attorney School, August 30, 2013 for only $99.

Do you want financial freedom on your own terms. Learn how to develop the Winner’s Mindset in Managing the Bull – a must-read, inspiring, informative, and impactful book by a celebrated author, David Christianson, who was just named a Fellow of FPSC. Buy 3, Get 1 Free.

Develop a strategic and tax-efficient investment income plan with your clients that will increase returns. Now qualifies for 30 FPSC CE credits. Enrol before July 15 and save $200...we'll even pay the sales tax! Call 1-866-953-4769.

Affluenza is a problem!  What challenges do advisors face in building wealth for the children of their clients, especially in the case of high net worth clients?