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Important Relicensing News for KB Students This June
Some important things have been happening to kick the summer off for Knowledge Bureau students and graduates: June 30 is the relicensing deadline for designates who must meet the 15 annual CE credit requirement and submit their Certificate of Attestation by this date. Check out the handy Q&A Relicensing Guide below and remember to send in your Attestation to Standards of Conduct. We hope your professionalism continues to inspire new students to join the ranks of these esteemed credentialled professionals across the nation, by earning their designation, too.
Important Role: OAS in Retirement Income Planning
More than 60% of Canadians don’t have an employer sponsored pension, and as a result, the OAS is becoming increasingly important for those relying on reliable income in retirement. Advisors agree: 72% of more than 400 tax and financial professionals who answered the KBR April poll said “yes” to the question “Are you in favour of the OAS raise of 10% in 2022 for those age 75 or older?” However, many also left very insightful comments about the important role of public pensions in financial health in retirement.
Re-Discovery: Find Out How to Move Your Clients from Fragility to Stability
Four doctors, eight senior executives, 2 best-selling authors and several top wealth advisors: The thought leadership is outstanding at Virtual DAC 2021, October 17-19. Program Director Evelyn Jacks is highly enthused: “It’s never a small feat, but this year we are thrilled to offer the richest program ever to help advisors help their clients rediscover their financial stride.” Check out the details and register at early bird rates by June 30.
KB Grads in the News: Sharron Morier, DFA-Tax Services Specialist™
Sharron Morier completed the DFA-Tax Services Specialist™ Designation Program and shares how “Education is paramount in our industry to ensure we serve our clients well. I want all our staff to have the confidence in their abilities that I have due to my KB educational experiences.” Here’s her story:
