May 27: Learn New Strategies for Retirement and Estate Planning

When the Federal Budget sequence changed to the Fall, it was also announced that the annual Fall Economic Statement would be moved to the spring.  So far a date has not yet been announced, but when it is, it will be covered at the May 27 CE Savvy Summit: Tax-Efficient Retirement, & Estate Planning, a live-virtual event designed for professional wealth advisors, tax professionals, accountants, and estate planners ready to expand their expertise on the effects of fiscal change on retirement and estate planning.  It’s a session you won’t want to miss if you are working with retirees in particular on their income and estate planning.  Here’s why that’s important:

What’s Changing, and Why It Matters. Recent legislative developments, shifting pension strategies, and increased complexity in trust reporting are reshaping how advisors approach client planning. From June 15 business filings to evolving estate strategies, staying current is no longer optional for those with an eye on delivering high-quality advice to clients.

In fact, increasingly planning has shifted from retirement and estate focus to a focus in between:  intergenerational wealth planning.   This important CE Summit brings together leading experts: Evelyn Jacks, Douglas Nelson, Leanne Rodrigo, and Ruth Horst, to provide practical, actionable insights into today’s most pressing planning challenges.

A Practical Agenda for Real Client Needs

The program focuses on real-world application across key areas, including:

• New Legislation that impacts June 15 business returns, trust filings plus 2026 Retirement & Estate Planning strategies.
• Retirement Readiness: Income Layering Plans at Every Life Stage.
• Estate Planning on Death of a Taxpayer Part A: T2 Fundamentals - Your Business Owner Client
• Estate Planning on Death of a Taxpayer Part B: Intervivos Trusts, GRE, and Trust Filing Fundamentals
• Filing T3 Returns with AMT implications for investment council.
• Connecting the Dots: Incorporating tax efficient retirement strategies in Your Conversations with clients.

Receive the Presentations PLUS Your Online Course - Advanced Retirement & Estate Planning Update:

• What’s New for 2026?
• Intro to Tax Efficient Retirement Income Planning
• Intro to Completing the Final T1 Return
• Intro to Completing the GRE Return
• Intro to Completing Trust Returns

Course available for pre-reading May 26, Completion Date August 31

“Great detail and the speakers are very knowledgeable.”  -Barbara Rice, London

“Very Informative and Engaging. All the presenters were going above and beyond.” -Anmol Singh Bedi, Calgary

From Technical Knowledge to Better Outcomes

Participants will leave better prepared to:

• Guide clients through retirement readiness with tax-efficient strategies
• Navigate complex trust and estate structures with confidence
• Connect personal, corporate, and succession planning for owner-managers
• Avoid common tax pitfalls while identifying planning opportunities

In a high tax, high inflation environment, these skills are critical to delivering real value.

One Day. Immediate Impact.

The May 27 CE Savvy Summit offers a focused opportunity to earn up to 20 CE/CPD credits while gaining insights that can be applied immediately in practice.

For professionals looking to stay ahead—and stand apart—this is a timely and practical investment in advanced advisory skills.

Register now and review the full agenda to secure your spot at learn.knowledgebureau.com/CESummits