Last updated: May 29 2014
Reserve your spot now for the September Retirement and Estate Planning Bootcamp. This must-attend event will provide you with the best tools to preserve, grow, and transition wealth tax-efficiently for your clients and to the next generation.
September 17 - Winnipeg
September 18 - Calgary
September 19 - Vancouver
September 22 - Toronto
Know More. Make More. This one day workshop will update you and your staff on the most pertinent tax changes affecting retirees and how to manage risk to the estate at end of life. Learn to prepare tax-efficient retirement income plans by marrying tax and financial planning competencies, applying income averaging and income splitting techniques, all while preserving, growing and transitioning wealth tax efficiently to the next generation. . .collaboratively with tax and financial advice. This is a skillset in great demand by the baby boomer demographic—the most affluent generation in our history—who view tax erosion as one of the biggest threats to their wealth.
Earn up to 10 CE/CPD credits.
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Evelyn Jacks, President Join Evelyn as she welcomes distinguished Knowledge Bureau faculty members with specialized expertise. |
MORNING: Tax Efficient Retirement Income Planning
AFTERNOON: Risk Management with Insurance
Online: knowledgebureau.com/DAW
Call Local: 204-953-4769
Toll-Free: 1-866-953-4769
Email: registrar@knowledgebureau.com