The first ever Virtual CE Summit on May 13 garnered rave reviews. It featured 8 incredible thought leaders who offered cutting-edge guidance on providing clients with sound advice for tough times. Good news: you can still access the incredible online content and take until July 15 to finish your 10 CE Credits. More good news: we’re planning to host another Virtual CE Summit on September 30.
Here’s some of the feedback we’ve received about this invaluable online course:
"Well done by all, thoroughly enjoyed it. I have been working my way through the course materials and they are laid out well. Easy to follow and reasonably quick to work your way through. The recorded presentations were good. In this new world, I think the way you conducted the meeting and the event was first class. Plenty of variety and good energy. 5 Stars!"
- Douglas V. Nelson B.Comm.(hons.), CFP, CLU, MFA, CIM
The Emergency Pandemic Benefits Response Course is available and features 9 recorded speaker presentations. Don’t miss this important opportunity to provide high-value information that every professional who is giving tax, bookkeeping or financial advice must know. When you help your clients quickly navigate their way to financial relief now, you’ll be better positioned to be their most trusted advisor as the world enters a post-pandemic recession.
Our first ever Virtual CE Summit was a resounding success, too. Here’s what our attendees said:
“This was amazing, thank you so much! I have a list of things to talk with my clients about and so will be setting up meetings right away.” – Joanne Thomas, DFA™-Tax Services Specialist
“Good work, all of you. Much appreciated!” – Phil Dubois, Distinguished Advisor Conference Delegate
“Great information, thank you” – Marilyn Simms, DFA™-Tax Services Specialist
“Thank you, great insight” – Carole Eastin
“Awesome presentation from Evelyn. I have made many notes for sharing with clients.” – Sandra Gibbs
“Dean you are brilliant! Thanks!” - Ellie Jenner
“Courses from Knowledge Bureau have helped me to provide better service to my clients and earn them bigger refunds or, at least, better information to structure their potential for tax savings.” – Robert Litschel
Last word goes to Terri Williams, CFP and a Knowledge Bureau DAC Faculty Member (one great comment we can’t resist sharing) “And, thanks for putting ties on for us....from your home offices.”
Don’t miss out on the valuable information in this program. Act by May 31, to save $100.
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