CE Summits September 21: What Matters is What You Keep

What matters is what you keep.  There is no doubt your clients are  interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA.  To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion.  But there are other risks, too, and these topical issues will be the subject of a deep dive for pros at the September 21 CE Summits.

This year there is more risk to wealth:  the potential for sudden tax audits, which must be proactively managed and all members of a financial advisory team must be up to speed on how to vigorously defend clients.  Your deeper knowledge can help to stave off more dire consequences including bankruptcy or business sale or closure.

Should a recession occur, the preservation of income sources and the capital to backstop unknown events, will help your clients re-prioritize for transition events like retirement, disability and death of a taxpayer – your professional advice in all of these circumstances will add tremendous value.  Most important, you’ll be in position to receive referrals to build your own income and wealth.  

Don’t miss the comprehensive agenda from expert and experienced guest faculty members:

• Tax Planning:  New 2022 Tax Deductions and Credits
• Financial Planning:  Learn Tax planning in inflationary and recessionary times
• Compliance:  Tips and Traps for Tax Audit Defence Including
  • personal and corporate tax filing,
  • payroll, GST and income tax remittances,
  • defending reassessments of those tax filings, 
  • net worth assessments and
  • documentation for audit defense and
  • fairness applications and appeals
• Bankruptcy Filings: Be prepared to have this difficult discussion
• Business Valuation: In times of great change, confident conversations bring extra value to your relationship with clients.      

“Knowledge Bureau courses exceed my expectations, with excellent organization, and excellent explanatory information.” Mildred Tamargo  (Montreal, QC)

This virtual instructor-led program is also perfect for Knowledge Bureau’s under-grads who are working towards their Specialized Credentials, and any designates looking for additional CE Credits for re-licensing purposes. The CE Summits will also put advisors in touch with a national network of like-minded professionals working within the Society of Real Wealth Managers framework.

Empower Your Leadership with New CE Summits!

The CE Summits are included in Knowledge Bureau’s new Empower Series in the new Knowledge Bureau Campus: 

• Option 1: Earn 10 CE Credits by attending the live, Virtual CE Summit Event: Attend the virtual instructor-led session for immediately implementable knowledge and skills.  Only $395
• Option 2: Earn 10 CE Credits with the Recorded CE Summit: Miss the live event? You can register for or retain access after expiry to the recorded sessions for only $395 (Save more if you are a VIP Designate, Certificate Course Grad or Leader of a Team you wish to refer to the CE Summit – group rates will apply).
• Option 3: Earn 20 CE Credits with the CE Summits Certificate Course Online: Take a deeper dive into the content covered at the CE Summits Live Event – a comprehensive certificate course designed to enhance professional workforce skills; instructor supported. Only $395 plus taxes: includes access to Evergreen Explanatory Notes and Knowledge Bureau Calculator Tool Kit for the entire study term (90 days).  
• Option 4: Hard Copy Knowledge Journal - Only $195
• Option 5: Third Party Accreditation - Insurance Council Credits included

This Fall: Differentiate Your Credentials With a Knowledge Bureau Education