Virtual CE Summit

May 22, 2024

Retirement & Estate Planning Update

What’s Included

PART 1: THE CE SUMMIT ACCREDITED ONLINE COURSE – Completion of this online course provides the successful graduate with 20 CE/CPD hours towards meeting CE requirements for Knowledge Bureau designations and qualifies for a full course credit in the Knowledge Bureau Designation Programs. Some third-party accreditors and professional organizations may also confer CE hours. All virtual resources including online course, Evergreen Explanatory Notes, Knowledge Bureau Discovery Calculators, Instructor Presentations and Recordings available for 3 months.

PART 2: YOUR COMPREHENSIVE LINE-BY-LINE DESKTOP REFERENCE. This online course may be supplemented with a comprehensive Desktop Reference, in hard copy, for an extra charge of $195 plus taxes and will be sent under separate cover. A hard copy Desktop Reference Journal is included for in-person attendees.

PART 3: YOUR VIRTUAL CE SUMMIT – This Live/Virtual Event, featuring Special Guest Instructors with noted expertise in the Canadian tax industry. Please see their short biographies attached. The successful graduate is credited with 10 CE/CPD hours. Complete online course for 20 more CE Credits and a full course credit towards the DMA™ designation program.

All students will be able to download and listen to their instructors’ comprehensive PowerPoint presentations and participate in quizzes. Those who missed the live/virtual events or wish to enrol in the Comprehensive CE Summit Online Certificate Course or order the Desk Top Copy of the Online Course may do so at any time: call 1-866-953-4769.

Accreditation Reminder

Earn CE/CPD credits from Knowledge Bureau and other self-regulatory associations and organizations, pending approval from these regulators

This CE Summit qualifies for Knowledge Bureau designate re-licensing requirements (deadline: June 30 each year).

This is and has always been a great event with very knowledgeable people giving us their experience and covering off Q&A - although there has been a lot of information covered in a short period of time!

- James Allen

Why is this Timely?

The CE Summits address timely issues affecting financial decision making today and for years to come.

Every year there are significant tax and economic changes announced in federal budgets and economic updates from the Finance department. This information is necessary to facilitate end-to-end financial planning: from filing accurate and audit-proof tax returns, to planning investment, retirement, succession, estate and trust solutions.

What’s Included?

Receive outstanding year-end tax planning information from the top experts in personal and corporate tax, and retirement and estate planning, plus:

CE Credits*: IIROC, Insurance Councils, Knowledge Bureau, and other professional organizations.

Post-session: special tuition fees for online studies.

Outstanding networking opportunities with a diverse audience.

*CE Credits are pending approval by regulators.