If you are a professional tax and financial advisor, it is your job to know all the personal tax nuances your clients will face as they discover a multiplicity of new tax form challenges in the tax filing season 2020. This year, register no later than January 10 for the CE Summits, which are expected to sell out in 6 cities: Winnipeg, Toronto, Ottawa, Calgary, Edmonton and Vancouver. But there is another important reason to come: multi-advisory business referral opportunities.
The CE Summit workshops will offer great learning opportunities from tax experts, Evelyn Jacks, Walter Harder and Henry Shew, who will deliver cutting-edge information you will need to know in their engaging and fast-paced instructional sessions. But it’s also in the peer-to-peer learning and networking that you can thrive, as you meet with other professionals and members of the Society of Real Wealth Managers™
What is the Society of RWM™? The Society of Real Wealth Managers brings together business leaders who work as educators, advocates, and stewards of their clients’ financial resources. They are committed to a multi-stakeholder approach to Real Wealth Management through a collaborative network of designated specialists, some of whom will be making special speaking appearances at CE Summit events. By mingling with members of the Society of RWM™, you’ll expand your leadership skills and build your business network.
In addition to learning from the Society of RWM™, there are great networking opportunities at the CE Summits during networking breaks that include breakfast, coffee, and lunch included in your tuition fees!
The CE Summits are accredited by Knowledge Bureau, Insurance Councils and IIROC for Cycle 8 credits.
To learn more about the agenda at Canada’s most comprehensive T1 filing course for 2019 returns taking place in January, click below. Stay tuned to this link for further agenda details as they’re released, too!
Dates and Locations. The CE Summits tour this winter will kick off in Winnipeg on January 16 and will be coming to five more Canadian cities: Toronto on January 20, Ottawa on January 21, Calgary on January 22, Edmonton on January 23, and Vancouver on January 24. Enrol today!
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