Virtual CE Summit

May 22, 2024

Retirement & Estate Planning Update

What’s Included

PART 1: THE CE SUMMIT ACCREDITED ONLINE COURSE – Completion of this online course provides the successful graduate with 20 CE/CPD hours towards meeting CE requirements for Knowledge Bureau designations and qualifies for a full course credit in the Knowledge Bureau Designation Programs. Some third-party accreditors and professional organizations may also confer CE hours. All virtual resources including online course, Evergreen Explanatory Notes, Knowledge Bureau Discovery Calculators, Instructor Presentations and Recordings available for 3 months.

PART 2: YOUR COMPREHENSIVE LINE-BY-LINE DESKTOP REFERENCE. This online course may be supplemented with a comprehensive Desktop Reference, in hard copy, for an extra charge of $195 plus taxes and will be sent under separate cover. A hard copy Desktop Reference Journal is included for in-person attendees.

PART 3: YOUR VIRTUAL CE SUMMIT – This Live/Virtual Event, featuring Special Guest Instructors with noted expertise in the Canadian tax industry. Please see their short biographies attached. The successful graduate is credited with 10 CE/CPD hours. Complete online course for 20 more CE Credits and a full course credit towards the DMA™ designation program.

All students will be able to download and listen to their instructors’ comprehensive PowerPoint presentations and participate in quizzes. Those who missed the live/virtual events or wish to enrol in the Comprehensive CE Summit Online Certificate Course or order the Desk Top Copy of the Online Course may do so at any time: call 1-866-953-4769.

Accreditation Reminder

Earn CE/CPD credits from Knowledge Bureau and other self-regulatory associations and organizations, pending approval from these regulators

This CE Summit qualifies for Knowledge Bureau designate re-licensing requirements (deadline: June 30 each year).

Detailed Agenda

(Come back often as new details are released)

This is and has always been a great event with very knowledgeable people giving us their experience and covering off Q&A - although there has been a lot of information covered in a short period of time!

- James Allen