Halloween is a night for spooky things. Some adults would say, it’s a bit like the tax filing deadline. There are few things that can terrify even the bravest of us as much. When a new client comes to your door, keep this in mind. You have the potential to turn terror into, well fun. It’s true! Think about it. . .
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.
Ready to increase your tax skillset for the 2023 tax season? The newly updated Personal Tax Course – Advanced Level from Knowledge Bureau will prepare you to dive deeper into the more complex tax scenarios you will want to do more confidently to enhance your professional service offerings next year. It’s available now so you can start your Summer School – personally or for your staff – and as a KBR reader, we have a special tuition offer for you too.
The agenda is packed full of vital information tax and financial planning specialists need to know as we round out tax seasons 2022 and begin to plan to reduce taxes and build wealth this year and beyond. The eight critical topics we have chosen for your May CE Summit provide cutting edge professional development to help beat your competition, bring high value to your clients and earn CE Credits too. Register before May 17 to hear Canada’s best-selling financial authors and educators discuss:
Canada lost a veteran financial journalist to COVID-related pneumonia last week. Al Emid was the co-author of two financial books published by Knowledge Bureau, Financial Recovery in a Fragile World, and What I Have Learned so Far and How it Can Help You, described below.
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.
Ready to increase your tax skillset for the 2023 tax season? The newly updated Personal Tax Course – Advanced Level from Knowledge Bureau will prepare you to dive deeper into the more complex tax scenarios you will want to do more confidently to enhance your professional service offerings next year. It’s available now so you can start your Summer School – personally or for your staff – and as a KBR reader, we have a special tuition offer for you too.
Canada lost a veteran financial journalist to COVID-related pneumonia last week. Al Emid was the co-author of two financial books published by Knowledge Bureau, Financial Recovery in a Fragile World, and What I Have Learned so Far and How it Can Help You, described below.
