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CE Summits Speaker Spotlight: Doug Nelson, Best-Selling Retirement Planning Author Headlines
If you want to help your clients avoid FROM – fear of running out of money – you’ll want to hear dynamic, best-selling author of Master Your Retirement, Doug Nelson B.Comm. (hons), CFP, CIM, MFA™, RWM™ at the November CE Summits. Doug’s sessions are focused on the timely retirement planning issues that impact the work advisors do today in helping investors prepare for a more certain future.
CE Speaker Spotlight: Larry Frostiak Shares Building Blocks for Successful Transition into Retirement
Should corporate owner-managers be removing corporate assets before year-end in defense of the passive investment income rules? How has retirement income planning changed based on new tax laws? Those are just some of the questions you’ll learn answers to at the November CE Summits, featuring special guest tax expert, Larry Frostiak.
Wealth Management: Winning with Capital Gains
Investing in assets that have the potential to accrue in value can come with both risks and rewards. From a tax point of view, a capital gain on those assets has two distinct advantages: there is no taxation on accrued values until disposition (actual or deemed), and only one half of the gains are added to taxable income. Here’s why it’s important to fully understand the advantages:
New from Knowledge Bureau: Our Comprehensive 2019 Course Catalogue
It’s hot off the press and available online! Back by popular demand is Knowledge Bureau’s All Course Catalogue to provide you with everything you need to know about our education programs all in one convenient place, with all the details you need to make the right educational decision for your professional development and team training.
