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Virtual CE Summit

May 20, 2021

Theme: 2021 Retirement and Estate Planning Update

Join Evelyn Jacks, Jean-Pierre Laporte, Doug Nelson, Abe Toews and Kristin Ramlal for this important educational opportunity in the midst of a year where many Canadians have had to reconsider their retirement planning goals and investment approaches.

Important Dates:

Final Registration Deadline: May 15

Deadline to receive snacks and meals included: April 15

Everything is Included for a Full
Professional Training Experience!

  • Part 1 - The Virtual Instructor-Led Session on May 20. Attend and earn 10 CE/CPD Credits. Recordings will be available after as part of the online course, until June 28.
  • Part 2: Knowledge Bureau’s online course, available May 21. Completion date is June 28.
  • Certification and Accreditation

  • WHO SHOULD ATTEND?

    This online course and live 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. The live virtual sessions puts advisors in touch with a national network of like-minded professionals and faculty available to answer your pressing questions in real time.


















    Detailed Agenda

    (Come back often as new details are released)

    Your Faculty and Guest Instructors

    Evelyn Jacks

    MFA™, DFA-Tax Services Specialist™, RWM™

    President, Knowledge Bureau

    Evelyn Jacks is the Founder and President of Knowledge Bureau, Canada’s leading national educational institute for professional development in the tax and financial services. Evelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors, having written 55 books, many of them best-sellers. Her most recent are, Make Sure It’s Deductible. Evelyn appears regularly in national and regional media including Globe & Mail, MoneySense Magazine, on BNN, CBC and Global. Follow her on LinkedIn and Twitter @evelynjacks.

    JP Laporte

    CEO Integris Pension Management Corp

    Jean-Pierre Laporte, BA, MA, JD, RWM is CEO of INTEGRIS Pension Management Corp. and a pension lawyer. He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance. For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee medal in October 2012. He is a Knowledge Bureau Author and Board Member of the Real Wealth Management Society.

    Douglas V Nelson

    President, Nelson Financial Consultants

    Douglas Nelson Comm.(hons), CFP, CLU, CIM, MFA, RWM is the President of Nelson Financial Consultants, an independent financial advisory firm based in Winnipeg. The firm specializes in providing fee for service financial planning, custom discretionary portfolio management and insurance. Doug is a 27 year veteran of the financial services industry, is a registered portfolio manager, is a regular commentator on industry initiative and an accomplished speaker at industry events. Doug has been a regular speaker at Knowledge Bureau events since 2004 and has contributed to course development. Doug is the author of Master Your Retirement, published by the Knowledge Bureau.

    Abe E Toews

    Chair of Board of Directors, Advocis

    Abe Toews, CFP, CLU, CH.F.C, CHS has more than 30 years of experience as an advisor and resides in Regina. He is a chartered financial consultant at Beyond Wealth and works predominantly with business owners on succession planning issues. Previously Abe was President of his own firm, StoneCreek Financial Group, started in 1999 after a 15-year career in agency management with Mutual Life of Canada and Great-West Life. Abe is the Past Chair of the Board for The Caring Place and Past President of the Manitoba Chamber of Commerce, the Wascana Country Club and the Life Insurance Managers Association of Canada, now known as GAMA Canada. He has served as the President of the South Sask & Brandon Advocis chapters. He is an active member of CALU and the Canadian Association of Farm Advisors.

    Kristin Ramlal



    PFP, CIM, FCSI, RWM™
    Securities Specialist

    Kristin Ramlal is a proud young professional woman in wealth advisory, with over 15 years’ experience in the financial services. Her experience includes Canadian/US personal banking and lending, retail and institutional investment account management, portfolio analysis/construction, security research and trading, and financial and estate planning. She is an IIROC Licensed Securities Specialist and has a growing passion for holistic wealth advisory. Kristin is a firm believer in the important of financial education and is on the executive of the Real Wealth Management Society.

    Retirement & Estate Planning Update

    New to Zoom?

    Join us for our rehearsal for delegates on May 19 at 8:30 AM CST

    May 20, 2021

    9:00 AM CST

    Log into Zoom: Virtual Welcome Reception

    9:15 - 10:15 AM

    Evelyn Jacks

    MFA™, RWM™, DFA-Tax Services Specialist™

    SESSION 1: TAX ISSUES IN MANAGING CAPITAL ASSETS

    Learn all the details behind the April 21, 2021 federal budget provisions and how they will affect the ten tactics for sound retirement income planning in a post-pandemic world. Take an in depth look at the tax benefits of acquiring pensions, financial, non-financial, and business assets, and the tax consequences of disposing of 15 unique categories of assets.

    Additional Educational Resources: DFA-Tax Services Specialist Designation

    10:15 - 10:20 AM

    BREAK

    10:20 - 11:25

    JP Laporte

    BA, MA, JD, RWM™

    SESSION 2: PRE-RETIREMENT - PERSONAL PENSION PLANNING

    The tax-assisted savings opportunities Canadians have, from RRSP, TFSA, JSPP, EPSP, DPSP, RCA, PRPP, RESP, MEPP, RRIF, etc, are all relatively recent in comparison to the registered pension plan or RPP. How do they fit together in planning for a business owner? In particular, consider the advantages registered pension plans have over the more traditional registered retirement savings plan and how pension legislation protects the assets of business owners in different contexts.

    Additional Educational Resources: Personal Pension Planning Course

    11:25-11:30

    BREAK

    11:30 - 12:30 PM

    Douglas V. Nelson

    B.Comm.(hons), CFP, CLU, CIM, MFA, RWM™

    SESSION 3 RETIREMENT INCOME LAYERING & PORTFOLIO RISK MANAGEMENT

    In retirement income planning there are several goals: a safe and reliable retirement income while minimizing taxes along the way. This positions your client well for the uncontrollable life events: incapacity, death, and transition. But because there is a tax event at death – a deemed disposition of assets – retirement planning requires a clear understanding of the valuation of assets and how to protect them from punitive taxes that can erode more than 50% of their value in pre- and post-retirement planning for both the wealth holder and the survivors. Find out more in this fascinating session why more emphasis needs to be placed on the latter.

    12:30 - 1:00 PM

    LUNCH BREAK

    1:00 - 1:45 PM

    Abe E. Toews
    CFP, CLU, CH.F.C, CHS, RWM™

    SESSION 4 AFTER RETIREMENT: ESTATE PLANNING WITH LIFE INSURANCE

    Did you know that if a minor beneficiary is named as a beneficiary on a life insurance policy the insurer must pay the funds into court or to a public trustee? But if instead a trustee of a life insurance trust is named, the funds can be received and managed by the trustee, providing flexibility and control. Learn more about the situations in which an insurance trust may be useful in estate planning.

    Additional Educational Resources: Use of Trusts in Tax and Estate Planning

    1:45 - 2:10

    Kristin Ramlal and Evelyn Jacks

    SESSION 5: WORKING WITH EXECUTORS: TRUE - TO - LIFE CASE STUDIES

    Get Better Results:

    Discuss nightmare scenarios to avoid and how to set executors up for success in managing wealth after death and after taxes. executors with their responsibilities for reporting and distributing the estate by helping them understand when income is reportable after death, including CPP Death Benefits, investment income, pensions, and income from business ventures.

    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