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. . .
Of special interest to financial advisors, RWMs and experienced tax and bookkeeping professionals providing advice to their clients: the new Retirement and Estate Planning Update course is now available and includes the recorded instruction from the May 20 CE Summits. It’s the perfect solution for those who can’t join us on May 20. Graduates earn 30 CE Credits and a full course credit towards the MFA™- Pension & Estate Services Specialist Designation Program. Take advantage of a long weekend special, too:
Knowledge Bureau is pleased to welcome back Investment Executive and Advisor’s Edge as the exclusive media partners for the 2021 Virtual DAC Acuity Conference from October 17-19.
A seasoned philanthropy professional, Kathy Arney has outstanding matchmaking skills. She shares why the MFA-P™ Philanthropy Designation Program helped to improve them.
The May 15 enrolment deadline for the Virtual CE Summit taking place on May 20 is approaching fast. After this, the walk-up rate of $695 applies for all new and returning students. That’s a good reason to act now! But here are 6 more reasons why Retirement, Estate Planning & Budget Updates this May will help you get better results and simplify your efforts with clients.
Need a boost to your spirits these days? Try winning a sweepstakes (and we have a great one for you). It turns out everyone likes to win (including monkeys…seriously!) and there’s plenty of science to back up why.
Linda Baldwin, DFA-Tax Services Specialist™ shares how Knowledge Bureau courses have helped her keep up to date on frequent tax changes she’s required to know to operate a successful tax business. Linda also tell us that a Knowledge Bureau education is a requirement for training any new staff she hires.
Of special interest to financial advisors, RWMs and experienced tax and bookkeeping professionals providing advice to their clients: the new Retirement and Estate Planning Update course is now available and includes the recorded instruction from the May 20 CE Summits. It’s the perfect solution for those who can’t join us on May 20. Graduates earn 30 CE Credits and a full course credit towards the MFA™- Pension & Estate Services Specialist Designation Program. Take advantage of a long weekend special, too:
Knowledge Bureau is pleased to welcome back Investment Executive and Advisor’s Edge as the exclusive media partners for the 2021 Virtual DAC Acuity Conference from October 17-19.
A seasoned philanthropy professional, Kathy Arney has outstanding matchmaking skills. She shares why the MFA-P™ Philanthropy Designation Program helped to improve them.
Need a boost to your spirits these days? Try winning a sweepstakes (and we have a great one for you). It turns out everyone likes to win (including monkeys…seriously!) and there’s plenty of science to back up why.
Linda Baldwin, DFA-Tax Services Specialist™ shares how Knowledge Bureau courses have helped her keep up to date on frequent tax changes she’s required to know to operate a successful tax business. Linda also tell us that a Knowledge Bureau education is a requirement for training any new staff she hires.
