Help & Contact: 1 866 953 4769
Last updated: May 22 2014
Complex Exit Strategies?
Join us in the beautiful Texas Hills for the Distinguished Advisor Conference, November 9-12, 2014. Think strategically with succession planning experts and top wealth advisors. Experience education differently at DAC!
THINK BIG: HERE'S WHY
- 18 dynamic speakers share real-life practice management and leadership insights.
- Invaluable networking with top Canadian tax and wealth advisors.
- Gain knowledge that will enable you to be the most knowledgeable, trustworthy, and experienced in your marketplace.
Register early to reserve spots for you and your team now!
THINK TEXAS!
Vast open skies, miles of blue water, rolling valleys and vistas. Located in the beautiful heart of Texas Hill Country just one hour from Austin, Horseshoe Bay Resort offers something for everyone. Whether it be on the lake fishing, water skiing, a game of golf, shopping, or listening to some fantastic music in hundreds of local music venues, there is so much to do and see.
Think BIG: Find the Sweet Spots in Wealth Management
Program at a Glance (subject to change)
Check the agenda often for updates.
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Sunday, |
Registration and Reception Celebrate DAC 2014! Lakeside Reception |
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Monday, |
Theme: The Sweet Spots
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Tuesday, |
Theme: Thinking BIG
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Wednesday, November 12 |
Theme: Exactitudes: Precision in Collaborative Wealth Management
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Conference Fees
Contact us to pay by instalment over 4 months.
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First Time Attendees |
Returnees |
Knowledge Bureau 2014 Designates* |
Spouses & Companions |
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|---|---|---|---|---|
| Until June 30 | $1950 | $1850 | Complimentary | $495 |
| After June 30 | $2500 | $1950 | $1495 | $495 |
*Must graduate by June 30, 2014: Limited spaces available.
For information on the location, venue, and content, visit knowledgebureau.com/dac. Click here for our registration policies.
How to Register
Phone: Call 1-866-953-4769.
Email: Send your completed application (click here to download) to registrar@knowledgebureau.com.
Fax: Send your completed application to 1-204-953-4762.
Sponsorship
There are still sponsorships available for DAC 2014. Please click here for more information.
What Attendees Say
“This conference is top notch, not only providing timely and relevant information, but motivated and dynamic speakers. If you're looking to top grade yourself or your staff, I highly recommend both the Distinguished Advisor Conference and the courses...offered through the Knowledge Bureau.” – Susan M., MB
“Incredibly good speakers. Very approachable and willing to discuss the topics outside of the sessions. Very informative with 'to the moment' information." – Mary M., BC
Lead Sponsor:
“Standard Life recognized the potential for the Distinguished Advisor Conference from its inception, has been the title sponsor from the beginning, and has signed on through 2016. Having attended all but one, I can say that the advisors who attend receive a top quality experience, both in educational content and networking opportunities. Both presenters and attendees are at the top of their profession and the knowledge gained and various locations visited are of the highest quality.”
– Mick Kelly, Vice President, Sales, Retail Markets, Standard Life, Ontario
