Thought Leaders Gather To Focus On Family In Tough Times

The Distinguished Advisor Conference November 14-17

Winnipeg, Manitoba. Influential thought leaders, executives and multi-disciplinary advisory teams from across the ranks in the Canadian financial services industry will gather November 14 to 17 at the Distinguished Advisor Conference to discuss family wealth management at a pivotal time in history, when a global economy is facing a series of difficult scenarios.

"The times are new, they are tough, and for some, they are scary,î says Evelyn Jacks, President, The Knowledge Bureau, founder and host of this event. "The best advisors and their associated firms need to know how to navigate families towards their best possible financial outcomes, as the developed world continues to experience the effects of significant change including deleveraging, recession, unemployment, lower tax revenues, and persistent challenges to a family's required investment returns.î

Twenty influential speakers will take the stage to help advisors plan strategically to take on the challenge of these and other key issues facing advisors today including:

• Robert Ironside, who will discuss how the end of the "Debt SuperCycleî will impact the wealth of families and their current investment strategies
• Richard Croft on how flat investment returns, and erosion of purchasing power will require new product solutions while Evelyn Jacks explains how tax and economic change impacts Real Wealth Management.
• Gordon Pape, on whether this is the right time to buy propertyóin Canada, Florida or other retirement havens
• Ron Thiessen, Debbie Hartzman and Enzo Calamo on how to broach the emotional impact of financial change on family structures
• Terri Williams, Louise Guthrie, Doug Nelson, Roland Chalupka, Alan Rowell and Lea Koiv on how planning can increase cash flow in lifecycle transition periods, particularly in retirement, health and estate planning
• Don Stewart, on how financial illiteracy affects the financial health of Canadians and what can be done by advisors to help
• Greg Pollock, Lisa Langley and Anthony Morris on how global economic change defines the new financial advisor and their family practices, with vital discussion on how to survive and thrive in hard times
• Paul Bates, Al Emid, Kish Kapoor and Mick Kelly on fostering successful relationships with families in good times and in bad. . . .Cont'd.

Early registration for the DAC is now possible, with a discount offered until September 30. The event takes place at the Hard Rock Hotel in Orlando; detailed information is available by phone at 1-866-953-4769 at www.knowledgebureau.com/dac.

Contact: Evelyn Jacks, President, evelyn@knowledgebureau.com