Certification and Accreditation
This online course and live 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.
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. The live virtual sessions puts advisors in touch with a national network of like-minded professionals and faculty available to answer your pressing questions in real time.
(Come back often as new details are released)
MFA™, DFA-Tax Services Specialist™, RWM™
President, Knowledge Bureau
Evelyn Jacks is the Founder and President of Knowledge Bureau, Canada’s leading national educational institute for professional development in the tax and financial services. Evelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors, having written 55 books, many of them best-sellers. Her most recent are, Make Sure It’s Deductible. Evelyn appears regularly in national and regional media including Globe & Mail, MoneySense Magazine, on BNN, CBC and Global. Follow her on LinkedIn and Twitter @evelynjacks.
CEO Integris Pension Management Corp
Jean-Pierre Laporte, BA, MA, JD, RWM is CEO of INTEGRIS Pension Management Corp. and a pension lawyer. He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance. For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee medal in October 2012. He is a Knowledge Bureau Author and Board Member of the Real Wealth Management Society.
President, Nelson Financial Consultants
Douglas Nelson Comm.(hons), CFP, CLU, CIM, MFA, RWM is the President of Nelson Financial Consultants, an independent financial advisory firm based in Winnipeg. The firm specializes in providing fee for service financial planning, custom discretionary portfolio management and insurance. Doug is a 27 year veteran of the financial services industry, is a registered portfolio manager, is a regular commentator on industry initiative and an accomplished speaker at industry events. Doug has been a regular speaker at Knowledge Bureau events since 2004 and has contributed to course development. Doug is the author of Master Your Retirement, published by the Knowledge Bureau.
Chair of Board of Directors, Advocis
Abe Toews, CFP, CLU, CH.F.C, CHS has more than 30 years of experience as an advisor and resides in Regina. He is a chartered financial consultant at Beyond Wealth and works predominantly with business owners on succession planning issues. Previously Abe was President of his own firm, StoneCreek Financial Group, started in 1999 after a 15-year career in agency management with Mutual Life of Canada and Great-West Life. Abe is the Past Chair of the Board for The Caring Place and Past President of the Manitoba Chamber of Commerce, the Wascana Country Club and the Life Insurance Managers Association of Canada, now known as GAMA Canada. He has served as the President of the South Sask & Brandon Advocis chapters. He is an active member of CALU and the Canadian Association of Farm Advisors.
Join us for our rehearsal for delegates on May 19 at 8:30 AM CST
Log into Zoom: Virtual Welcome Reception
MFA™, RWM™, DFA-Tax Services Specialist™
SESSION 1: TAX ISSUES IN MANAGING CAPITAL ASSETS
Learn the details behind the Spring 2021 federal budget provisions and how they will affect the ten tactics for sound retirement income planning in a post-pandemic world. Take an in depth look at the tax benefits of acquiring pensions, financial, non-financial, and business assets, and the tax consequences of disposing of 15 unique categories of assets.
Additional Educational Resources: DFA-Tax Services Specialist Designation
BA, MA, JD, RWM™
SESSION 2: PRE-RETIREMENT - PERSONAL PENSION PLANNING
The tax-assisted savings opportunities Canadians have, from RRSP, TFSA, JSPP, EPSP, DPSP, RCA, PRPP, RESP, MEPP, RRIF, etc, are all relatively recent in comparison to the registered pension plan or RPP. How do they fit together in planning for a business owner? In particular, consider the advantages registered pension plans have over the more traditional registered retirement savings plan and how pension legislation protects the assets of business owners in different contexts.
Additional Educational Resources: Personal Pension Planning Course
Douglas V. Nelson
B.Comm.(hons), CFP, CLU, CIM, MFA, RWM™
SESSION 3 RETIREMENT INCOME LAYERING & PORTFOLIO RISK MANAGEMENT
Because there is a tax event at death – a deemed disposition of assets – retirement planning requires a clear understanding of the valuation of assets and how to protect them from punitive taxes that can erode more than 50% of their value. Tax efficiency in pre- and post-retirement is about managing that risk in advance by planning the best time to transfer ownership of those assets – in life or at death – and then to continue to realize on their growth potential. Find out more in this fascinating session. Additional Educational Resources: Tax Efficient Retirement Income Planning and Behavioural Finance in Risk Management
Abe E. Toews
CFP, CLU, CH.F.C, CHS, RWM™
SESSION 4 AFTER RETIREMENT: ESTATE PLANNING WITH LIFE INSURANCE
Did you know that if a minor beneficiary is named as a beneficiary on a life insurance policy the insurer must pay the funds into court or to a public trustee? But if instead a trustee of a life insurance trust is named, the funds can be received and managed by the trustee, providing flexibility and control. Learn more about the situations in which an insurance trust may be useful in estate planning. Additional Educational Resources: Use of Trusts in Tax and Estate Planning
SESSION 5: WORKING WITH EXECUTORS
Learn when income is reportable on a trust return after death, including CPP Death Benefits, investment income, pensions, and income from business ventures and how to enable executors with their responsibilities. Additional Educational Resources: Filing T3 Returns
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