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The May 2022 CE Summit on Retirement and Estate Planning
We are excited to see you online on May 18, 2022 for the next Virtual CE Summit on Retirement and Estate Planning. Be sure to register by April 20 for early bird tuition fees for you and your team. The CE Summits are a blended learning event. What does this mean? It’s just an outstanding comprehensive learning opportunity for you in multiple components:
- The Live Event: A great virtual live event with incredible speakers who will drill down on budget 2022 changes, retirement and estate planning – high value new knowledge and
skills you need to add value to your client relationships. Check out the full agenda. Earn 10 CE Credits, too. - The Online Course: An outstanding online course to consolidate your knowledge and help you retain it with quizzes to make you think and learn. Take a month to finish your program and earn 20 more CE Credits in Tax Efficient Retirement Income Planning.
- Bonus – the Knowledge Bureau Calculators – you’ll receive access to the Knowledge Bureau’s Tax Efficient Retirement Income Calculators – a sophisticated and immediately implementable software solution you’ll want to use with your clients to provide “what-if” scenarios as you discuss retirement and estate planning with them.
Everything is included for a full professional training experience.
Ask About VIP and Team Member Rates, too.
LOTS TO COVER – SO WE ARE STARTING EARLY! ALL TIMES LISTED ON AGENDA ARE IN CENTRAL TIME
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8:30 am CENTRAL TIME |
REGISTRATION AND JOIN YOUR PEERS FOR A VIRTUAL ZOOM COFFEE CHAT – Pull out your CE Summit Program Guide and Knowledge Journal and get to know your colleagues for this great day of advanced personal tax training! |
NEW TO ZOOM? PLEASE JOIN US FOR OUR REHEARSAL FOR DELEGATES AT 8:30 CST ON MAY 17.
ACCREDITATION REMINDER: THIS CE SUMMIT QUALIFIES FOR KNOWLEDGE BUREAU DESIGNATE RE-LICENSING REQUIREMENTS, DEADLINE JUNE 30, 2022. IT IS ALSO ACCREDITED BY VARIOUS PROVINCIAL ACCOUNTING AND BOOKKEEPING ORGANIZATIONS, INSURANCE COUNCILS AND IIROC (PENDING APPROVAL BY THE REGULATORS)
“What a great summit! It has really shown me where my knowledge gaps lie and furthered my thirst to keep shrinking them with Knowledge Bureau. I really look forward to the next one!” – Dustin Burke
“This was a great, very informative summit! Answered a lot of my questions and gave me points to touch on with my clients.” – Cathy Losing
