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Virtual CE Summit

May 18, 2022

Theme: Retirement & Estate Planning Update

Early Bird Bonuses:

One month before: free snacks and hard copy materials included

Two weeks before: final deadline for Affinity Program discounts

Everything is Included for a Full

Professional Training Experience

  • Part 1: The virtual instructor-led session. Recordings available after as part of the online course.
  • Part 2: Knowledge Bureau’s online course.
  • Certification and accreditation

This course is available in two parts and is perfect for new and returning employee training. Quizzes and testing included to ensure your team is ready for Tax Season 2022.

Who Should Attend?

This Virtual CE Summit is ideal for training 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 Retirement and Estate Planning.

Why Attend?

Learn the most important information that you need to help your clients make informed decisions all from the comfort of your office without the hassles of travel.

Accreditation Reminder

This CE Summit qualifies for Knowledge Bureau designate re-licensing requirements
(deadline: June 30 each year).

It is also accredited by various provincial accounting and bookkeeping organizations, insurance councils and IIROC
(pending approval by the regulators)

Detailed Agenda

(Come back often as new details are released)

This is and has always been a great event with very knowledgeable people giving us their experience and covering off Q&A - although there has been a lot of information covered in a short period of time!

- James Allen