Study Real Wealth Management at the Financial Forum

The Financial Forum is coming to Calgary March 13 and 14^th and you should be there to get the most leading edge information on tax, retirement, business succession and practice management in these unprecedented times.

Master Financial Advisor Workshops

Friday, March 13

Workshop I: 8:30 ñ 12:00 Noon

Investment and Retirement Income Planning

It's not always about how much you have; it's all about how much you keep! Evelyn Jacks and Doug Nelson will show you how to combine the knowledge of tax efficient income planning with the benefits of tax efficient investments. When you invest with the best tax outcomes in mind your clients will not only save money on their tax bill each year, but also increase cash available from social benefits and non-refundable tax credits. Increasing the tax efficiency of your client's portfolio can counteract the affects of a volatile market.

Workshop II: 1:15 ñ 4:30 pm

Tax, Estate, Business Succession and Wealth Transfer Planning

Business owners often spend years devotedly building their businesses, giving little thought to structuring their exit to retirement. This process, statistically takes years, however, if well done, business owners and their families will preserve millions of dollars in equity while structuring tax efficient retirement income sources. Evelyn Jacks will show you how you can work with your clients to develop a succession strategy from A to Z. If they do not, the business will unfortunately join the ranks of a host of succession failures. Baby boomers are looking to ìcash inî their chips. Advisors, who proactively approach this transition, will gain the trust as well as the assets of this significant transition of wealth. John Poyser will guide you through the world of trusts, freezes and various structures in relation to tax, estate and wealth transfer planning.

ìTo learn more about these workshops and to register click here.

On Friday and Saturday, the KB Event Theatre will be the site of presentations by Knowledge Bureau Faculty members, Evelyn Jacks, John Poyser, Doug Nelson and Jim Ruta. These nationally recognized speakers will be discussing various topics including Death and Taxes, How to Tweak Your Portfolio Like a Pro and How to Build an Expert Financial Team, to name a few. Presentations are open to advisors and investors, all are welcome. Clients need leadership from their advisors more than everÖ Taking in the KB Event Theatre at Financial Forum helps advisors be ìIdea Leadersî with their clients.

ALSO AT FINANCIAL FORUM: MEET THE AUTHOR!

Drop by The Knowledge Bureau Booth # 407 (right next to the KB Event Theatre) and say hi to Knowledge Bureau staff and meet the authors of three of the newly-released Master Your Personal Finances Series of books. Evelyn Jacks, author of Master Your Taxes, Doug Nelson, Master Your Retirement and Jim Ruta, Master Your Money Management, will be signing copies of their books and available for an informal chat between presentations!

LOTS TO DO AND MUCH TO LEARN! JOIN US AT CALGARY'S FINANCIAL FORUM MARCH 13 ñ 14, 2009!