DAC Counts for Cycle 5 or Cycle 6 CECAP Credits
Attendees at the Distinguished Advisor Conference will receive a Cycle 5 number on their certificates to to be used until December 31, 2014.
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Mark Your Calendar: October/November CE Events
Fall is the perfect time to focus on professional development. Take advantage of a number of upcoming live events and earn valuable CE credits with Knowledge Bureau.
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Evelyn Jacks: Income Splitting for Canadian Families
Income splitting and higher limits to TFSAs could make a big difference in Real Wealth Management™ for Canadians families, reducing tax on income both today and in the future when retirement income is drawn completely tax free.
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Mark Your Calendar: October/November CE Events
Fall is the perfect time to focus on professional development. Take advantage of a number of upcoming live events and earn valuable CE credits with Knowledge Bureau.
Read More
Evelyn Jacks: Family Lifecycle Planning Leads to Tax Savings
Birth, marriage, death, separation or divorce, university entrance, sale of business, unemployment, illness, career change, self-employment, inheritances, even certain birthdays — all of these life events can have tax consequences.
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