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What’s New at Knowledge Bureau?
About our weekly course news releases:
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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What Need to Be Filed by June 30?
Did you know that there are three things that have to be filed by June 30? This includes Form RC243 TFSA Return and RC243 – Schedule A – Excess TFSA amounts, as well as the Registered Charity Information Return (T3010). Read on to find out more about the requirements for charities:
DAC RWM™ Panel Featuring Name in Lights Winner, Ian Wood!
Ian Wood, winner of the RWM™ Name in Lights Contest, joined the Society of Real Wealth Managers™ because he believes in the importance of the multi-stakeholder collaborative approach taught used and enjoys being part of collaborative teams with other members. Ian will be a featured expert on the panel “Planning for Disability: A Multi-Advisory Case Study” along with Kristin Ramlal and Doug Buss at DAC Acuity 2022, October 16-18 in Niagara Falls.
Summer School 2022: Time to Soar Higher!
Knowledge is powerful when shared and summer is the prime time to enhance your own and train your team with Canada’s most up-to-date and comprehensive online tax and financial courses. Multiply your personal development and your business opportunities, too. Save $1,000 when you enrol in a Fast Track Designation Program by June 30.
MFA-P™ Discovery Seminar…Today! Can Advisors Build Their Business by Supporting Their Community?
There’s still time to join us today, June 23 at 12 PM CST/ 1:00 PM EST to spend some time discussing how professional advisors and charity professionals can work collaboratively to enhance the client/donor experience. Lead by panelists MFA-P™ alumni Candice Jay and Aneil Gokhale, this MFA-P™ Discovery Seminar is one you don’t want to miss! RSVP now!
DAC 2022: Financial Peace of Mind Through the Emotional Despair of Climate Change
Most advisors know how difficult it is to discuss financial matters when there are other issues in the family: conflict, disability or financial worry. Imagine this barrier: how to unlock the deep moral injury young people feel about the institutional and generational betrayal of their mindset; in particular, their significant distress about the enormous existential threat they face in their future. Learn more about why this matters in tax and financial planning with Dr. Britt Wray at DAC Acuity 2022 in Niagara Falls, October 16-18.
