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.
We have heard a lot about inflation in the last few weeks as the economy gets up and running again, and many people have been feeling stress about this. This should be a big concern to employers, too, according to the Financial Consumer Association of Canada. The issue will also be addressed at Virtual DAC Acuity 2021, October 17-19 with special guest speaker Dr. Brian Shaw, a well-known sports psychologist for the Blue Jays and author who has written about stress management for top financial professionals. Financial advisors can help; here’s what you should be thinking about:
Join Knowledge Bureau President Evelyn Jacks, and guest speakers for a full professional training experience at the next Virtual CE Summit on September 23, 2021. Early-bird registration ends Sept 15.
It was such a hit last month, we’re doing it again: Speed Networking so save the date: September 8th at 3:30 pm CT. The Society of Real Wealth Managers’™ invites you to Meet a Real Wealth Manager (RWM™) to discuss ways to collaborate to bring high value care in the best interests of your clients.
Join Knowledge Bureau President Evelyn Jacks, and guest speakers for a full professional training experience at the next Virtual CE Summit on September 23, 2021. Everything is included, even the food, when you RSVP by August 23!
Why is Real Wealth Management™ so important to trusted advisors? Find out at 10:30 CST today in a free Meeting of the Minds and check out these comments from leading advisors in Canada on their Aha Moments. Plus, as bonus you will save $100 when you enrol in the program.
Earn new credentials as a trusted advisor in the tax, financial and bookkeeping services. Until August 31, take any 2 Certificate courses for just $995!
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?
We have heard a lot about inflation in the last few weeks as the economy gets up and running again, and many people have been feeling stress about this. This should be a big concern to employers, too, according to the Financial Consumer Association of Canada. The issue will also be addressed at Virtual DAC Acuity 2021, October 17-19 with special guest speaker Dr. Brian Shaw, a well-known sports psychologist for the Blue Jays and author who has written about stress management for top financial professionals. Financial advisors can help; here’s what you should be thinking about:
Join Knowledge Bureau President Evelyn Jacks, and guest speakers for a full professional training experience at the next Virtual CE Summit on September 23, 2021. Early-bird registration ends Sept 15.
It was such a hit last month, we’re doing it again: Speed Networking so save the date: September 8th at 3:30 pm CT. The Society of Real Wealth Managers’™ invites you to Meet a Real Wealth Manager (RWM™) to discuss ways to collaborate to bring high value care in the best interests of your clients.
Join Knowledge Bureau President Evelyn Jacks, and guest speakers for a full professional training experience at the next Virtual CE Summit on September 23, 2021. Everything is included, even the food, when you RSVP by August 23!
Why is Real Wealth Management™ so important to trusted advisors? Find out at 10:30 CST today in a free Meeting of the Minds and check out these comments from leading advisors in Canada on their Aha Moments. Plus, as bonus you will save $100 when you enrol in the program.
Earn new credentials as a trusted advisor in the tax, financial and bookkeeping services. Until August 31, take any 2 Certificate courses for just $995!
