Distinguished Advisor Conference, Nov 5-8 in Kelowna: Financial Trivia Contest
Enter this month’s skill-testing financial trivia question to win a free registration to the DAC in Kelowna, where this year’s theme will be: CANADA 150: Financial Advice at the Crossroads of Change.
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Tax Efficient Rip – The Key Is the Marriage of Two Precious Skills
To marry tax and financial planning competencies is a critical key to success for professionals working with Boomers. They are interested not only in how to fund income requirements into their future, but also in continuing to accumulate savings while preserving, growing and transitioning wealth tax efficiently to the next generation.
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Retirement, Estate and Cross-Border Planning After the Federal Budget
If you are working as a professional in the tax, bookkeeping or financial services, it is critical to know the upcoming federal budget changes and their effect on personal, corporate and cross border planning in 2017, 2018 and beyond.
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