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We are proud to share new courses offerings as we continuously develop cutting edge and immediately implementable courses for our busy students. That’s what makes a Knowledge Bureau education so relevant and unique. Need something specific that you don’t see here? Please let us know about it.
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May 21 CE Summits: New Strategies for Retirement & Estate Planning 2025
“The Future is No Clearer”. This according to the Bank of Canada Governor who announced on April 16 that he is holding interest rates at their current level. Nonetheless, Knowledge Bureau will tackle the subject with authority and practicality at the May 21 CE Summit. The subjects: Tax Year 2025 - New Taxes or New Benefits across the Provinces and with a new federal government. Also, Planning with Trusts – Bare Trust, Special Trusts, Post-Mortem, Retirement Income Planning across four client profiles and embracing wealth planning opportunities with tax efficiency. Get the whole story, interpret it and share your knowledge during our live virtual CE Savvy Summit on May 21. Save Money, Register by May 15. Here’s more:
Introducing the Distinguished Partners at DAC
Knowledge Bureau is honored and proud to introduce the distinguished partners at the Acuity Conference for Distinguished Advisors, November 23-26 in Puerto Vallarta Mexico. Please check out their unique value propositions in the financial services industries they serve and click on their logos on the official conference page for more information. Then check out the amazing agenda - so far – for this thought leadership event. A great way to earn CE/CPD credits and network with an outstanding audience of leaders from coast-to-coast:
The RWM Difference: Focus on Financial Stability
What’s keeping your clients up at night? How do we help clients accumulate, grow, preserve and transition wealth with the continued volume of change coming from new governments in Ottawa and Washington? How do we temper harm from difficult relationships people have with money? Share your thoughts on proactively managing client concerns with strategy, process, and answers to these three critical questions, as we hear case study approaches from our panelists at the April 23 Introduction to Real Wealth Management™ Orientation. Learn more and then join these professionals who are the change-makers of the financial services by earning your own specialized credentials as an RWM™.
