Knowledge Bureau Education Days—Fall CE Summits

Take advantage of reduced rates for early-bird registration until October 15.

Prefer a personal touch? Call toll-free 1-866-953-4769 for a one-on-one consultation.

THEME: YEAR END TAX PLANNING

Focus on Family Business and Retirement Income Planning

Learn the details behind the Fall Economic Report and how new tax changes and 2020 economic forecasts with Canadian tax expert Evelyn Jacks, who will prepare you for tax season 2020 and the tax planning you need to do before year end with individuals, families and boomers who want to keep more of their income now and the value of capital in retirement. Then shore up your knowledge on corporate owner-manager compensation planning and the new passive investment income rules with family business tax expert Larry Frostiak, who will also cover retirement and succession planning in light of new tax rules for private corporations. Finally retirement planning author and portfolio manager, Doug Nelson will discuss the latest issues in retirement income planning.

Winnipeg
Manitoba Club
November 4

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Toronto
Pearson Convention Centre
November 5

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Calgary
Marriott Courtyard Airport
November 6

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Vancouver
Sandman City Centre
November 7

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Who Should Attend?

These workshops are ideal for training new and returning staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with any CRA remittances.

Professionals may earn: 10 CE/CPD credits

3.5 non-verifiable CE/CPD credits

6.5 verifiable CE/CPD credits

You can also participate in networking opportunities to build relationships across the financial services industry.

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Detailed Agenda

(Come back often as new details are released)

8:00 – 8:30

REGISTRATION AND COFFEE: Pick up your Comprehensive Knowledge Journal, Meet Our Special Guests and Delegates. Tuition Value Program: Take a sneak peek at special offers and tuition breaks for upcoming Knowledge Bureau programs and sign up on the spot for tuition reductions for CE Summit registrants only!

THOUGHT LEADERSHIP: ISSUES AND TRENDS

8:30 – 9:30

SESSION 1: TOPIC—YEAR END TAX PLANNING FOR INDIVIDUALS

KEYNOTE Speaker: Evelyn Jacks, President, Knowledge Bureau

Learn the details behind the Fall Economic Report and how new tax and economic forecasts and changes will affect individual family investment, retirement and estate planning in 2019 and beyond. Additional Educational Resources: DFA-Tax Services Specialist Designation Program Online.


9:30 –10:30

SESSION 2: TOPIC—CORPORATE TAX PLANNING WITH NEW PASSIVE INVESTMENT INCOME RULES

Special Guest Speaker: Larry H. Frostiak, FCPA, FCA, CFP, TEP

For additional credit: Knowledge Bureau’s MFA-Business Services Specialist Program Online.


10:30 – 10:45

NETWORKING BREAK AND SPONSORSHIP FAIR

BEST PRACTICES: MANAGING CLIENT RISK

10:45 – 12:30

SESSION 3: OWNER-MANAGER COMPENSATION, RETIREMENT AND SUCCESSION PLANNING Special Guest Speaker: Larry H. Frostiak, FCPA, FCA, CFP, TEP

For additional credit: Knowledge Bureau’s MFA-Business Services Specialist Program Online.


12:30 – 1:00

MEET AND GREET NETWORKING LUNCH

ADVISOR ROUND TABLE: CASE STUDIES, Q & A

1:00 – 1:30

SESSION 4: TECHNOLOGY ADVANCES FOR TAX AND FINANCIAL PROFESSIONALS

For additional credit: Knowledge Bureau’s DFA-Bookkeeping Services Specialist Program Online.


1:45 – 2:45

SESSION 5: OLDER CLIENTS—NEW ISSUES IN RETIREMENT INCOME PLANNING

Special Guest Speaker: Doug Nelson, B.Comm.(hons.), CFP, CLU, MFA, CIM, RWM

This session is designed to help financial and tax advisors recognize the importance of new emerging issues in retirement income planning; how to identify challenges presented by client behaviour, changes to the portfolio or changes in taxation and how to present ideas that can be incorporated into your work to position you and your team as the most trusted advisor for the family.

For additional credit: MFA-Retirement & Estate Services Specialist Program online.

2:45 – 3:00

NETWORKING BREAK

3:00 – 4:00

SESSION 6: REAL WEALTH MANAGEMENT: CORPORATE OWNER-MANAGER PLANNING IN RETIREMENT

Special Guest Speaker: Doug Nelson, B.Comm.(hons.), CFP, CLU, MFA, CIM, RWM

Since the Federal Government recently changed 40 years of historical precedent on how small business owners can organize their corporate structure and manage their profits, advisors now need to provide different guidance to their entrepreneurial clients who are planning their retirement. More specifically, most small business owners will be restricted in how they can split income, or profit, with other family members, resulting in potentially less flexibility in where and how to invest for retirement. Learn how to ask key questions and address resulting challenges.

For additional credit: The RWM Designation Program online.

LEADERSHIP AND ETHICS

4:00 – 4:30

SESSION 7: BUILDING RELATIONSHIPS IN YOUR KNOWLEDGE-BASED PRACTICE.

For additional credit: Knowledge Bureau’s Executive Business Builder Program online.

4:30

Closing Remarks and Certification

Verifiable Credits—6.5 In Class Non-Verifiable Credits—3.5

Pick up certification

Attendee Experience

Applicable, valuable and immediate opportunity to add value for clients.

—L. Campbell, MB

Why is this Timely?

Every year there are significant tax and economic changes announced in federal budgets and economic updates from the Finance department. This information is necessary to facilitate end-to-end financial planning: from filing accurate and audit-proof tax returns, to planning investment, retirement, succession, estate and trust solutions.

These Knowledge Bureau Education Days will help you better serve your clients with deep knowledge and confident skills. Most important, you will be positioned to become a more trusted advisor in a multi-advisory team of professionals who help in end-to-end financial services: from banking to bookkeeping and tax compliance, to holistic family wealth management.

What’s Included?

Pre-session: reading in EverGreen Explanatory Notes

In-session: cutting-edge instruction from industry experts

Post-session: special tuition fees for online studies

Comprehensive Knowledge Journal— your desk-top reference

Outstanding networking opportunities with a diverse audience

Great food, valuable prizes and surprises

CE Summits - Fall 2019 Sponsors