Get Great Professional Education: Earn CE Credits, Too
Invest in your continuing professional development for 2019, by marking your calendars for Knowledge Bureau’s 2019 live events. May is chock full of great events starting with the Vantage Series that took place this morning in Toronto. Next up: the CE Summits that begin at the end of the month. This tour features brand new sponsor CIBC, cross border expert Dr. Dean Smith, long term care planning expert Karen Henderson, and a post-budget overview for 2019 from Knowledge Bureau President Evelyn Jacks.
Register by May 15 for early bird savings for the CE Summits, where the theme focuses on issues in holistic tax filing and planning with Millennials and Boomers. Here’s an overview of the agenda:
| 8:30 – 9:30 |
SESSION 1: POST BUDGET ANALYSIS AND COMMENTARY with Keynote Speaker: Evelyn Jacks, President, Knowledge Bureau |
| 9:30 – 10:30 |
SESSION 2: CANADA-US TAX PRIMER: STOP THIS MADNESS? I want to Get Out! A primer on Departure Tax with Specialwith Special Guest Faculty: Dr. Dean Smith, Cadesky Tax |
| 10:45 – 12:30 |
SESSION 3: ESTATE PLANNING TIPS & TRAPS for Canadians with Businesses and Real Estate Abroad |
| 1:00 – 1:30 |
SESSION 4: BUILDING RELATIONSHIPS—UNDERSTANDING SMARTBANKING FOR BUSINESSES. Special Guest Sponsor—CIBC |
| 1:30 – 2:45 |
SESSION 5: OLDER CLIENTS: Engaging the Continuity Planning Conversation. Special Guest Speaker: Karen Henderson, Hon. BA, CPCA, The Long Term Care Planning Network What are the big issues in long term care in Canada today? |
| 3:00 – 4:00 |
SESSION 6: BUILDING A FINANCIAL CONTINUITY PLAN FOR YOUR CLIENTS
Learn how to assemble a financial continuity plan in 8 steps
|
| 4:00 – 4:30 |
SESSION 7: SPECIAL REPORT ON TECHNOLOGY FOR TAX AND FINANCIAL PROFESSIONALS |
Now, here are other important dates and deadlines for upcoming live events from Knowledge Bureau to continue your professional development in 2019. Remember you can also study with us 24/7 in our online programs if you can’t make these great events:
CE SUMMIT: SPRING 2019
10 CE/CPD credits |
May 28 > Winnipeg
May 29 > Calgary
May 30 > Vancouver
June 4 > Toronto
|
Theme:
POST BUDGET - Action Strategies for Tax and Financial Advisors.
Early Registration Deadline: May 15, 2019
Register
|
CE SUMMIT: FALL 2019
10 CE/CPD credits |
November 4 > Winnipeg
November 5 > Toronto
November 6 > Calgary
November 7 > Vancover
|
Theme: Year-End Planning for Investors and Small Businesses
Early Registration Deadline: October 15
Register
|
|
BUSINESS BUILDER RETREAT
|
November 9-10 > Puerto Vallarta, Mexico
|
Designed especially for entrepreneurial leaders, this very unique experience focuses on the special skills required to meet responsible challenges of business life in an era of great disruption, while at the same time striving for balance and good health as an individual. It is an educational event suitable for business leaders,owner-managers and executives in any industry.
Early Registration Deadline: September 15
Register
|
| DISTINGUISHED ADVISOR CONFERENCE 2019 |
November 10-13 > Puerto Vallarta, Mexico |
Theme: Powerful Competition: The Secret to Economic Resilience
Early Registration Deadline: September 15, 2019
Register
|
CE SUMMIT: Winter 2020
10 CE/CPD credits |
January 16 > Winnipeg
January 20 > Toronto
January 21 > Ottawa
January 22 > Calgary
January 23 > Edmonton
January 24 > Vancover
|
Theme: Advanced 2019 Personal Tax Update
Early Registration Deadline: January 10, 2020
Register
|
Stay tuned to upcoming editions of KBR for more information and details on the riveting sessions to come from new CE Summit Sponsor, CIBC.
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