Knowledge Bureau Education Days: CE Summits

These comprehensive, professional workshops designed to sharpen your knowledge and skills on the most recent issues in tax and economic affairs and help you train your entire team, too.

Busy professionals need this educational support to understand tax and financial news as it happens; but this is also a great way for you to interact with other like-minded professionals, share stories and solutions to complicated questions your clients may be asking you.

For new team members, immersion into the most current tax and financial issues of the day helps you to build a knowledge culture that leads to more accuracy in the work you do and more importantly, more confidence in discussions with clients.

2024 Acuity Conference for Distinguished Advisors

SAFE HAVENS: Secure Financial Futures & Wealth Potential