15 Sessions, 20 Thought Leaders: The Full DAC Agenda is Revealed!

Mark Your Calendar for the weekend of November 9-12.  You’re going to be in for an incredible networking experience, and a 15 session, impactful Education Conference tailored for tax specialists and wealth advisors.  Most important, 20 thought leaders will inspire you to re-engage with your prospective clients who sadly, may not be seeking your advice soon enough.   It’s the Acuity Conference for Distinguished Advisors (DAC) and the full agenda is now here!

Register by September 30 early-bird deadline – Ask about group rates, how to buy a table and access to VIP Affinity Program rates.  Here’s the run of the events:

For all the details, check out PDF Conference Agenda or visit the detailed online agenda on the official conference website: https://learn.knowledgebureau.com/pages/acuity-2024

Saturday, Pre-Conference Networking – November 9

• The Montreal Foodie Tour:  10:30
• The Old Montreal Walking Tour and Basilica AURA Show:  2:30 – 6:45
• The Evening Dinner Parties and Hidden Speak Easy Gatherings:  7:30

Sunday, November 10

• The Off-the-Record Brunch:  11:30
• The Montreal Fine Art Museum and Shopping Tour:  2:00
• The Conference Registration at the Exclusive St. James Club:  5:30
• The Designated Specialist Wine and Cheese Reception:  6:00
• The Official Opening Reception:  6:30
• The Gala Dinner, Keynote Presentations and Awards Ceremony: 7:00

Monday, November 11
Safe Havens & Financial Freedom

• Master of Ceremonies:  Steven Furtado, CIM™, RWM™, FDFS™, Savoir Wealth
• Opening KeyNote: Regenerative Wealth Management: Change the Norms, Evelyn Jacks, DMA™, RWM™, MFA™, MFA-P™, FDFS™, President, Knowledge Bureau

• Managing Retirement Fear Factors:  Doug V. Nelson, BCV Asset Management
• Wealth on the Move - Finding Safe Havens:  David Wahl, Franklin Templeton
• Vision and Focus - Regaining Financial Control:  Christine Logan Franklin Templeton Panel Members Joanne Thomas and Mark Taucar
• The CRA Factor - Growing Burdens for Small Business:  Dan Kelly, CFIB
• Innovative Solutions to Maximize Client’s Philanthropic Goals:  Kristin Ramlal and Evan Connell, Canada Life
• Average to Awesome: Keys to Building Scalable Practices:  Brian Mennis, Harbourfront Wealth Management
• The Joy Factor:  Unlock the Secrets to Thriving:  Dr. Andreea Vanacker, special guest speaker made possible by the Johnston Group
• 6:30 The Evening Gala:  Dancing with the Stars at the historical Rialto Theatre.

Tuesday, November 12

Maximize Wealth Potential

• Motivational Session: Wake Up Your Latent Potential:  Mandeep Duggal, Pro Tax Block
• AI and ROI:  TSN Analyst, Montreal Alouettes player and lawyer Marc-Olivier Brouillette
• Post June 25 Capital Gains Planning:  Larry Frostiak, Frostiak and Leslie
• Estate Planning Through Uncertainty:  Paula Lester, LLB
• The Freedom Dividend-Separating Advice from Investments:  Michael van Lierop, New Outlook Wealth  
• Priorities for Building your Multi-Disciplinary Firm:  Jim Ruta, Moderator, Steven Furtado, Carol Willis and Martin Luc Derome of Queenston Consulting
• The Knowledge Wrap with Evelyn Jacks, Program Director

Accreditation: 15 KB Credits. Submitted for approval by third parties: AIC, ICM, CIRO, IAFE, and MFDA