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Distinguished Advisors and Speakers Headline the 20th Anniversary Distinguished Advisor Conference
Evelyn Jacks, President of Knowledge Bureau, is delighted to announce the headliners who will grace the prestigious stage at the Distinguished Advisor Conference (DAC), November 12 to 14 at the spectacular Banff Springs Hotel. This includes the outstanding MCs - two New Advisor of the Year Award winners – and a powerhouse of tax, investment, insurance, retirement and estate luminaries over the two day event.
CE Summits September: What Matters is What You Keep
What matters is what you keep. There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA. To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion. This year, real estate tax changes are in focus.
