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.
The recent financial crisis has caused a crisis of another kind for financial advisors, a loss of trust and credibility by millions of clients who are now looking for more qualified people to manage their succession and estate planning decision. Differentiate yourself as the designated succession and estate planning specialist in your community and become a valuable resource to your clients as they develop a succession plan for their business.
Master Your Investment in the Family Business by Larry Frostiak and Jennifer Bartman
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Pooled Registered Pension Plans (PRPPs) are inching their way toward becoming a way for Canadians without a workplace pension plan to save for retirement.