The enrolment deadline is September 10 for one of the most important CE/CPD Sessions you may attend this year. Canadian tax policy is shifting rapidly, and advisors need to be ready for the impact with sound and confident audit defence knowledge. At the CE Savvy Summit on September 17, 2025, featuring noted tax experts Evelyn Jacks, Kim Moody and Dr. Dean Smith, the Society of RWM Round Table Think Tank will also host a dynamic discussion: Caught in the Crosshairs of CRA. Be sure to take part of this interactive session as we review recent changes to the tax system, promises to enhance service levels at CRA eliminate loopholes, and strengthen CRA enforcement through technology.
You don’t want to miss the Ottawa Bureau Chief of the Globe and Mail, Mr. Robert Fife at the DAC Conference October 16-18 in Niagara Falls. Robert will be speaking to the topic: “Help Wanted – Transformative Leadership for Canada”. Enrol by May 31 for early-bird tuition savings, to experience the thought leadership of Robert Fife and more - live and in person!
Did you miss the May 18 Virtual CE Summit? You can still sign up for the Advanced Retirement & Estate Planning Update Course and access the live speaker recordings from the event plus save $200 until May 31. Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 per event when you enrol to attend 4 events! Get low rates on Team Member enrollments too!
Did you miss the May 18 Virtual CE Summit? You can still sign up for the Advanced Retirement & Estate Planning Update Course and access the live speaker recordings from the event and save $200 on tuition. Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 when you enrol to attend 4 events! Get low rates on Team Member enrollments too!
Best-selling author Doug Nelson, CFP, CLU, MFA™, RWM™, CIM, is a 27-year veteran of the financial services industry in Canada with a singular vision for his readers: Don’t just “do” retirement…instead “Master Your Retirement”! He wow’d the audience at the Virtual CE Summits on May 18, and he has some upbeat advice for those still worried about the one big question all retirees have.
We have big news for you: a special incentive for new subscribers to Knowledge Bureau Report! Invite your team, colleagues, associates and others in your circle of influence to stay in the know and you will be entered for a chance to win a ballot to win any of the following prizes:
There are 8 important topics and 6 incredibly interesting speakers lined up to provide you with critical education on the latest budget changes and tax, retirement and estate planning trends. By signing up before Monday, you’ll also get a sneak peek at a brand-new learning experience with Knowledge Bureau, including a comprehensive online course to supplement the sessions. Check out the topics and speakers and enrol now.
On September 2, Finance Minister Champagne mandated CRA to implement a 100-day plan to “strengthen services, improve access, and reduce delays.” That’s by December 11, 2025. Do you believe this approach will help?
You don’t want to miss the Ottawa Bureau Chief of the Globe and Mail, Mr. Robert Fife at the DAC Conference October 16-18 in Niagara Falls. Robert will be speaking to the topic: “Help Wanted – Transformative Leadership for Canada”. Enrol by May 31 for early-bird tuition savings, to experience the thought leadership of Robert Fife and more - live and in person!
Did you miss the May 18 Virtual CE Summit? You can still sign up for the Advanced Retirement & Estate Planning Update Course and access the live speaker recordings from the event plus save $200 until May 31. Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 per event when you enrol to attend 4 events! Get low rates on Team Member enrollments too!
Did you miss the May 18 Virtual CE Summit? You can still sign up for the Advanced Retirement & Estate Planning Update Course and access the live speaker recordings from the event and save $200 on tuition. Plus, don’t miss our next CE Summits this fall. Get the best pricing of the year: tuition pricing as low as $295 when you enrol to attend 4 events! Get low rates on Team Member enrollments too!
Best-selling author Doug Nelson, CFP, CLU, MFA™, RWM™, CIM, is a 27-year veteran of the financial services industry in Canada with a singular vision for his readers: Don’t just “do” retirement…instead “Master Your Retirement”! He wow’d the audience at the Virtual CE Summits on May 18, and he has some upbeat advice for those still worried about the one big question all retirees have.
We have big news for you: a special incentive for new subscribers to Knowledge Bureau Report! Invite your team, colleagues, associates and others in your circle of influence to stay in the know and you will be entered for a chance to win a ballot to win any of the following prizes:
