Next Week: Special Edition of KBR!

Next week's edition of Knowledge Bureau Report will be reporting live from the Distinguished Advisor Conference in Naples, Florida! Watch for live tweets @KnowledgeBureau  #DAC2012.

From socially responsible investing, to collaborative coaching and key trends in the family office industry, the diversity of the 16 dynamic sessions on the agenda at the event will be unparalleled.

“This event is a must-attend,” says Dave Christianson, author of Managing the Bull: Detect & Deflect the Crap in Personal Finance and Master of Ceremonies for the conference.  “It is hard for financial professionals to keep up with the ever-changing landscape that they work within, but it is not impossible with the right tools and the best possible education.”

“Every year, we marry the most current client-centric content with spectacular environments and we are particularly excited about the caliber of the speakers at this our 9th annual Distinguished Advisor Conference,” says CEO & President of Knowledge Bureau and Canadian tax expert, Evelyn Jacks. “This year’s program will inspire the highly skilled family wealth manager, who needs the latest information to navigate a tricky global environment .”

The objective is to take top advisors to places where Canadians go to retire, to better understand future financial planning needs for those environments and to take a global approach to family wealth management.  Mick Kelly, National Vice President of Sales for Standard Life adds, “Leading advisors need more than a world-class online learning environment – the opportunity for face-to-face time with revered experts, and the chance to rub elbows with other leading advisors at this conference is both stimulating and inspiring.”


For more information on the sold out Distinguished Advisor Conference, click here, and watch for next week's KBR!