Designed for Advisors in Practice

Sharpen Your Skills, Meet Expert instructors and Network with Peers
Register Online     Print PDF

Call toll-free 1-866-953-4769 for a personal consultation.

Designed for the busy tax and financial professional, these one-day workshops are custom-designed to provide the most recent advanced updates from CRA, Finance Canada and Statistics Canada, and to provide strategies for applying new rules and interpretations to compliance and planning scenarios for clients using cutting-edge technology. CE Summits are delivered with three components: pre-reading, in-class session, and a post-session online course component at a special price, only for attendees. Participants will earn a beautiful certificate and 10 CE Credits.

Mark Your Calendar Now. Take All Three Workshops and Save 50%!

Click on the CE Summit title for workshop details. Click on the date or city for registration details.

Early Registration Ends May 15th, 2018

Post Budget Action Strategies
For Tax and Financial Advisors
 

 

Early Registration Ends October 15th, 2018

Year-End Planning
For Investors and Small Businesses
 

 

Early Registration Ends January 10, 2019

Advanced 2019
Personal Tax Update
 

 

What's Included:
Pre-Session: Reading in EverGreen Explanatory Notes Comprehensive Knowledge Journal
In-Session: Cutting-Edge Instruction from Industry Experts Great Food & Netowrking Opportunities
Post-Session: Special Tuition Fees for Online Studies Valuable Prizes and Surprises!