KB Grads in the News – Joey LeBlanc, DFA-Tax Services Specialist™
Looking to take your business and client relationships to a higher level? Joey LeBlanc, DFA-Tax Services Specialist™ shares how she accomplished that with a Knowledge Bureau education!
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Share the Knowledge: Bring Your Team to DAC 2021
Virtual DAC Acuity 2021, October 17-19 will feature the thought leadership of 8 senior executives, 2 best-selling authors, leading scholars and top wealth advisors. It’s a star-studded online conference experience that tax and financial professionals won’t want to miss. Share the knowledge: enrol yourself and bring your team along at a reduced tuition fee, until September 30.
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RSVP for Meeting of the Minds RWM Aha Moments: August 11
Don’t miss the Society of Real Wealth Managers next Meeting of the Minds on August 11 at 10:30 am Central Time. It's a free event to Introduce you to RWMs from coast-to-coast for three reasons: to connect. contribute. collaborate...and share RWM "aha moments"! Here's what you need to know:
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DAC 2021: Nominations Open for the Prestigious New Advisor Award
Submit the name of your worthy nomination for the DAC New Advisor Award now. The application deadline September 1, 2021. The prestigious award recognizes the next generation and their contributions to excellence in the tax, accounting and/or financial services. Here’s what the winner of this prestigious award will receive and how to apply:
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KB Designates: Relicensing Deadline Passed…Act Now!
Knowledge Bureau Designates: your professionalism matters to your clients. Your achievements are also an inspiration to the thousands of undergrads inn Knowledge Bureau program from coast to coast. But, the grace period for relicensing ends August 31! Make sure to maximize your investment in your credentials. Send along your Attestation to Standards of Conduct now. Check out the handy Q&A Relicensing Guide below or call us for help: 1-866-953-4769. Here’s what you need to know:
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