Last updated: February 06 2014

DAC 2014: First Glance at Program Highlights

Join us November 9-12 in beautiful Horseshoe Bay, Texas for our 11th annual Distinguished Advisor Conference. It will undoubtedly have you thinking BIG for the future. Receive best rates on pre-registration when you reserve your spot by February 15.

THINK BIG: HERE'S WHY

There are enormous opportunities to expand your book of business in wealth management today. . . especially for those advisors that make an investment in ongoing professional development for themselves and their teams.
 
To be successful, you need to deepen relationships with your clients and understand the intricacies of the changing wealth management landscape. 
 
Come to find the Sweet Spots: challenge yourself to soar higher, think bigger, and drive your future value proposition and results. If you intend to be the most knowledgeable, trustworthy, and experienced in your marketplace, don’t miss this year’s Distinguished Advisor Conference (DAC)!
 

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.

 

Program at a Glance
November
9

  Registration and Reception

  Celebrate DAC 2014! Lakeside Reception

November 10   Finding the Sweet Spots in the Global Economy
  • Thinking Big: Why It's Never Mattered More
  • The Sweet Spot in Growth: From Poverty to Middle Class
  • Accumulation: What to Do with Canadian Dollars
  • Investor Intelligence: Where the Earnings Are
  • CEO Spotlight: What it Takes to Think Big
  • MFA & DFA-Specialist Graduate Lunch
  Evening: Experience Austin!
November
11
  The Come-Back: Relationships, Regulation and Expansion
  • Re-energize Your Client Base: Finding Your Sweet Spot
  • Family Businesses: Bigger Mean Family Governance
  • The Mega Producer: Big Means Best
  • Over-Taxed, Over-Regulated: Coping with Compliance
  • The New Capital Gains Deduction: Planning the Tax-Advantaged Exit
  • Estate Planning for Pets: Because They're "People", Too!
  Evening: The Gala Event...DAC Style!
November
12

  Exactitudes: Precision in Collaborative Wealth Management

  • Insurance Gold: High Tech Data Mining
  • Retirement Planning: Focus on RPPs and PRPPs
  • Tax Planning: FATCA and U.S. Citizens in Canada
  • Performance Reporting: The Tax Efficient Portfolio
  • Marketing: How to Sell a Lobster
 
Conference Fees

Contact us now to pay by instalment over 6 months. Enrol by February 15 to avoid exchange service fees.

  First Time
Attendees
Returnees Knowledge Bureau
2014 Designates*
Spouses &
Companions
Until Feb 15 $1850 $1750 Complimentary $495
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

“I would recommend this conference. . .It’s simply brilliant.” – Jarrett Z., AB

“Great Insight, Great Themes, Excellent Speakers!  I increased my knowledge, met lots of new people. I would definitely recommend DAC.” – Siegfried M., ON

 
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