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Virtual CE Summit

May 17, 2023

Theme: Retirement & Estate Planning Update

Everything is Included for a Full

Professional Training Experience

  • Part 1: The virtual instructor-led session. Recordings available after as part of the online course.
  • Part 2: Knowledge Bureau’s online course.
  • Certification and accreditation

Bonus – the Knowledge Bureau Calculators – you’ll receive access to the Knowledge Bureau’s Tax Efficient Retirement Income Calculators – a sophisticated and immediately implementable software solution you’ll want to use with your clients to provide “what-if” scenarios as you discuss retirement and estate planning with them.

Who Should Attend?

This Virtual CE Summit is ideal for training staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.

Why Attend?

Learn the most important information that you need to help your clients make informed decisions all from the comfort of your office without the hassles of travel.

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).

Detailed Agenda

(Come back often as new details are released)

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