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What’s New at Knowledge Bureau?

We are pleased to share with you our new educational product releases every week.

Why is that important to you? Our commitment is to develop cutting edge and immediately implementable courses for our busy students! That’s what makes a Knowledge Bureau education so relevant and unique.

Here’s our latest educational creation just for you. Below this, find a link to recent news releases about our new programs this year and feel free to share with your friends and colleagues.

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Roadblocks Removed: Financial Planning for Seniors & Disabled Canadians

Financial planning for critical long-term care and disability has been a complex process for advisors in Canada. But a recent Supreme Court of Canada (SCC) decision regarding whether the absolute discretionary trust (Henson trust), which is designed to protect a disabled person’s assets, brings national clarity to the issue of whether or not this estate-planning tool can impact a disabled person’s eligibility for other benefits and credits.

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Resounding Success: Inaugural Vantage Series Event

Together with our partner, The Investment Industry Association of Canada (IIAC), Knowledge Bureau is very pleased to report that our inaugural Vantage Series Event, held on May 9th at the National Club in Toronto, was a resounding success. Read on to find out why, and mark your calendars for the next Vantage event on October 31.

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Graduates in the News – Paula Baker, DFA-Tax Service Specialist™

Paula Baker has been working in the tax service industry since 2005. In 2010, she opened her own Liberty Tax franchise, and later pursued her DFA-Tax Services Specialist™ designation with Knowledge Bureau, after selling her franchise to work from home. Even with a wealth of experience she chose to enhance her education, because: “When I first entered the world of taxes I quickly realized that knowledge was important. Taxes are complicated, and Knowledge Bureau allowed me to expand my knowledge which, in turn, allowed me to support and guide my clients in the right direction.  I worked through the courses and now have my designation.”

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