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What’s New at Knowledge Bureau?

About our weekly course news releases:

We are proud to share new courses offerings as we continuously develop cutting edge and immediately implementable courses for our busy students. That’s what makes a Knowledge Bureau education so relevant and unique. Need something specific that you don’t see here? Please let us know about it.

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Retirement Income Planning: The Secret Ingredient

A new credential is available through Knowledge Bureau and it’s important because it will engage Millennials, GenX and Boomer co-horts in planning around their financial nemesis:  taxes.   The thoughtful  role of the DMA™ Retirement Income Services Specialist is critical in achieving required after-tax outcomes that can skillful lead to greater financial peace of mind of retirees, and those saving for retirement.  Plus, a comprehensive online program orientation is available to check out the curriculum risk-free!

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Clients Concerned About Budget Announcements? RWMs are Poised to Help!

Are you alarmed by the recent department of finance and CRA’s budget announcements? Are you feeling like you and your clients are drowning in quicksand? You don’t want to miss this Real Wealth Management Program orientation session, where you will have an opportunity to hear from 7 of Canada’s most influential thought leaders as they have a roundtable budget discussion. Learn more about the RWM™ Designation program and how a Real Wealth Management approach can help your clients achieve financial peace of mind through the collaborative multi-stakeholder strategies aimed at building sustainable inter-generational wealth after taxes, fees and inflation.

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What’s In The Big April 30 Tax Bill – Register by May 15 to Decipher What’s New

Last week , on the tax filing deadline of April 30, 2024, the Federal Government tabled a 663-page Notice of Ways and Means Motion to introduce many of the provisions of the April 16 Federal Budget.   Included in the Bill, the Budget Implementation Act, 2024, No. 1 were the following provisions; check out how they impact filing at the virtual CE Savvy Summit on May 22 – earn 15 CE Credits, too :

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