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.

“The aging of the baby boom generation is an issue that advisors and clients have been talking about for over 20 years, but this transition is upon us now,” says Evelyn Jacks, President of Knowledge Bureau. “Doug is a celebrated advisor who has been on the forefront of this trend. He will explain to attendees how his unique approach has brought financial peace of mind to his clients and accolades for his growing firm."

Doug Nelson is a Canadian portfolio manager and 25-year veteran of the financial services industry. When Doug won the 2017 DAC Client Innovation Scholarship Award from Knowledge Bureau in 2017, he highlighted why having the answers to these questions and adapting to change is so integral for advisors, “It is a real challenge for advisors not only to keep up with the pace of change in our industry today, but to actually be a leader through these times. But it is through these tough times that there lies the greatest opportunities to differentiate yourself and make a significant impact with your client. It certainly isn’t easy to do this, but this must always be the goal.”

To address them, advisors need to initiate hard conversations and create a plan for each of these possible scenarios, both for individuals and for retiring business owners. During his sessions, Doug will provide you with new knowledge and ideas on how you can service your senior clients in an exceptional way, during a time in their life when many new changes begin to occur.

This is the type of service that can be delivered by either the financial advisor or the tax advisor, but one where a team approach works best for everyone, says Doug, “The MFA designation was my educational path to changing the way I provide advice to clients. This new knowledge enabled my team and I to realize the power in providing truly integrated advice as a Real Wealth Management advisory team. The key to success today is to have a clearly defined financial planning process, and financial planning standards and benchmarks, that can then be easily communicated to clients. We have been using this approach for close to 10 years now. During this time our business has grown considerably, thanks in large part to the things we learned in this program. I would definitely recommend the MFA™ program to anyone who wishes to be a serious financial professional into today’s dynamic environment.”

The fall CE Summits tour is coming to Winnipeg on November 4, Toronto on November 5, Calgary on November 6, and Vancouver on November 7. Register online now to reserve your space and take advantage of early-bird and special group pricing offers.

These Knowledge Bureau Education Days will be led by Canadian tax expert Evelyn Jacks, and also feature Knowledge Bureau faculty member, Larry Frostiak . Earn 10 valuable CE credits at these workshops, while you join a highly engaged audience of tax and financial advisors who are looking to network, collaborate and build referral networks.

Additional educational resources: Can’t attend the CE Summits in person? Study online by enrolling in the MFA™- Retirement and Succession Services Specialist designation program and pick up a copy of Doug’s book, Master Your Retirement.

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