Outstanding Canadian Performers to Headline at DAC
Delegates attending the Distinguished Advisor Conference in Kelowna from November 5-8 will be treated with the opportunity to hear 18 illustrious speakers, including two cutting-edge digital innovation experts, renowned tax experts and leading insurance and investment specialists. They will also be treated to performances by three incredible Canadian entertainers at the DAC150 Gala.
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Advisors’ Approach to Retirement Planning – What’s New?
The world has changed dramatically over the last couple of decades—and that requires that tax and financial advisors adapt their strategies for pre-retirees. Recognizing the current economic and societal changes drivers, it appears that debt management, and debt reduction strategies at various life stages, require more attention. This will be a key planning theme at Knowledge Bureau’s upcoming CE Summits.
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The Pot Factor: Authenticity Matters in Insurance Planning
The legalization of Marijuana is coming in time for Canada’s next birthday party, reflecting new government priorities, and unique societal trends. This indeed will impact the work tax and financial advisors do. Your clients may or may not want to talk to you about this. Yet, insurance and financial advisors need to understand the financial implications of this major change in Canada. This year’s Distinguished Advisor Conference will help prepare for the issues you need to discuss in a world filled with disruption — including the legalization of marijuana.
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Greatness in Leadership on the Executive Business Builders Network
As Shakespeare said in Twelfth Night, “Some are born great, some achieve greatness, and others have greatness thrust upon them.” In establishing your new value proposition and leadership challenges in a growing business climate, which of these applies to your great potential?
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