Corporate Owner-Manager Training: November 5
There are many reasons not to miss the November 5 CE Summit. First, there is the November 4 Federal Budget Analysis and Advanced Year End Tax Planning Synopsis. But in addition, for anyone who ever wanted to truly understand corporate owner-manager taxation, don’t miss the Advanced Corporate Owner Manager Planning Tutorial included in this session. Take a look at the 17 critical topics you need to know to work with business owner clients:
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Acuity 2025: Building Resilient Portfolios for Retirement
Tyler Wagner, CFA, Portfolio Manager at BCV Asset Management, gold sponsor at the Acuity Conference for Distinguished Advisors (DAC) being held next month in Puerto Vallarta, is on a mission to build resilient portfolios at this important juncture in the retirement planning landscape. It’s not to late to register, build knowledge, skills, network with leading experts and earn CE Credits, too. Check out why have conversations about resilient portfolios is such an important part of year end planning:
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Mastery Highlights: Financial Literacy Collection
The Financial Literacy Collection provides foundational knowledge in personal financial management, equipping professionals to better educate and guide clients through everyday money decisions. This program strengthens advisory relationships by building understanding, confidence, and long-term financial discipline. By enhancing client understanding, you can help to build advisory trust.
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