Last updated: May 15 2014

You’re Invited: Come Think With Us About Change

Don't miss the one-day May Distinguished Advisor Workshop in a city near you May 21-June 3. The theme is CHANGE...change in relations with CRA and change within the family as clients copy with life transitions. How can you be the best advocate and steward for your client? Earn 10 CE/CPD credits – register today!


 

 

An important opportunity to learn on the cutting edge, expand your network and increase your value proposition.

 

 

 

Learn from Canada's Top Experts in Real Wealth Management™

Evelyn Jacks,
President

Knowledge Bureau

 

Alan Rowell,
MFA,
DFA-Tax Services
Specialist

The Accounting Place

John Poyser,
LL.B., TEP

Tradition Law LLP
Estates and Trusts

 

The theme is CHANGE at the Distinguished Advisor Workshops this month...change in relations with CRA, and change within the family as clients cope with life transitions: appointing alternate decision makers due to diminishing capacity or death, family dissention, trust law changes, and common areas of concern like dealing with business succession and family cottage transitions.

For more information on the speakers and topics, see the following:

 

How to Register

Online: knowledgebureau.com/DAW
Call Local: 204-953-4769
Toll-Free: 1-866-953-4769
Email: registrar@knowledgebureau.com

 

 

 

Sponsor: Winnipeg, Calgary, Vancouver, Halifax

 

 

 

Sponsor: Toronto