Free Event! Feb 3, Meeting of the Minds with the Society of RWM™
Join the Society of Real Wealth Managers™ on February 3rd at 11:30 EST to discuss how to interact and adapt to challenges working with your clients and other financial professionals. The focus is on how to overcome the technical, ethical, moral and legal issues that can arise when multiple advisors are involved.
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DAC at a Glance
The 2020 Distinguished Advisor Conference set a high standard for virtual conferences with a unique blend of information, education, inspiration and recreation. We are working hard to bring DAC back to a live format, October 17-19 in Niagara Falls*, with a great mix of networking activities to celebrate – together! If you register by the February 15 early-bird deadline, you can save $400 on tuition, too! Take a peek at what we’ve got in store for you so far:
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The January 20 CE Summit ‘Wow’ Factor
Esteemed Canadian tax experts delivered cutting edge personal tax filing information with a “wow” factor punctuated by huge audience participation at the Virtual CE Summit this week. Over 700 questions were received from an audience of over 350 professionals nation-wide – the largest one-day participation yet. Here’s what they said about the important tax and financial insights shared:
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Tax Implications of Separation & Divorce
Will separations and divorces increase due to the pandemic? Unemployment can be a factor that leads to a spike in separations and divorces; as a result, tax and financial advisors need to understand the tax rules if they see this trend in the 2021 tax filing season.
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