Last updated: June 26 2014

DAC: Only 5 More Days to Catch the Early Bird

Ensure you register by June 30 to save $550 on registration fees. Don’t miss the opportunity of an incomparable educational experience November 9-12 in the beautiful Texas Hills as you gain perspective and insight from outstanding thought leaders in the tax and wealth advisory industries.

 

 

THINK BIG: HERE'S WHY

Come to find the Sweet Spots: challenge yourself to soar higher, think bigger, and drive your future value proposition and results. If you intend to be the most knowledgeable, trustworthy, and experienced in your marketplace, don’t miss this year’s DAC!

  • DAC is an incomparable educational experience that provides perspective from dynamic speakers who share real-life practice management and leadership insights
  • DAC has a 50-60% repeat factor and it grows every year.
  • DAC features a multi-disciplinary audience of stakeholders to the stewardship of wealth – that makes it an outstanding business building opportunity.
  • DAC attendees go to unique and exquisite venues – places where your clients go to retire and play.
  • Without a doubt you'll have more fun at the DAC networking events than any other – we work hard at making the fun as outstanding as the education.

THINK TEXAS!

Vast open skies, miles of blue water, rolling valleys and vistas. Located in the beautiful heart of Texas Hill Country just one hour from Austin, Horseshoe Bay Resort offers something for everyone. Whether it be on the lake fishing, water skiing, a game of golf, shopping, or listening to some fantastic music in hundreds of local music venues, there is so much to do and see.

 

Think BIG: Find the Sweet Spots in Wealth Management

Program at a Glance (subject to change)

Check the agenda often for updates.

Sunday,
November
9

  Registration and Reception

  Celebrate DAC 2014! Lakeside Reception

Monday,
November 10

  Theme: The Sweet Spots
  • Thinking Big: Why It's Never Mattered More
  • Sweet Spots in Global Wealth: The New Normal is a New Hybrid
  • True National Wealth: Is Canada a Model for Wealth Equity?
  • Wealth Management: Why No Portfolio is an Island
  • Insurance: Risk Mitigation Strategies for the Business Owner
  • Estate Planning Intelligence: Think Big About Being a Great Ancestor
  • MFA & DFA-Specialist Graduate Lunch
  Evening: Think Big, Sweet Music! Experience Austin on Rainey Street

Tuesday,
November
11

  Theme: Thinking BIG
  • Gold Medal Thinking: Focusing on Your BIG Goal
  • Panel - Connecting with Women: Where the BIG Wealth Will Be
  • Succeeding at Succession: Have You Considered Your BIG Issues?
  • The BIG Exit: Don't Take the Business With You
  • The Next BIG Idea: How To Sell A Lobster
  Evening: The Gala Event...DAC Style!
Wednesday,
November
12

  Theme: Exactitudes: Precision in Collaborative Wealth Management

  • Beyond the Rules: Why the Sweet Spot in Ethical Standards Needs Rethinking
  • Cross Border Tax Planning: Family Income Splitting, FATCA, U.S. Citizens in Canada and New Foreign Income Verification in Canada
  • Governments are Thinking Big: Global Taxation!
  • Estate Planning for Pets: Because They're "People", Too!
  • High Net Worth Client Spotlight: Giving Back Makes Good Business Sense

Conference Close

 
Conference Fees

Contact us to pay by instalment over 4 months.

  First Time
Attendees
Returnees Knowledge Bureau
2014 Designates*
Spouses &
Companions
Until June 30 $1950 $1850 Complimentary $495
After June 30 $2500 $1950 $1495 $495

*Must graduate by June 30, 2014: Limited spaces available.

For information on the location, venue, and content, visit knowledgebureau.com/DAC. Click here for our registration policies.

 
How to Register

Phone: Call 1-866-953-4769.
Email: Send your completed application (click here to download) to registrar@knowledgebureau.com.
Fax: Send your completed application to 1-204-953-4762.
 

Sponsorship

There are still sponsorships available for DAC 2014. Please click here for more information.
 

What Attendees Say

“This conference is top notch, not only providing timely and relevant information, but motivated and dynamic speakers. If you're looking to top grade yourself or your staff, I highly recommend both the Distinguished Advisor Conference and the courses...offered through the Knowledge Bureau.” – Susan M., MB

“Incredibly good speakers. Very approachable and willing to discuss the topics outside of the sessions. Very informative with 'to the moment' information." – Mary M., BC

 
Lead Sponsor:

 

 

“Standard Life recognized the potential for the Distinguished Advisor Conference from its inception, has been the title sponsor from the beginning, and has signed on through 2016. Having attended all but one, I can say that the advisors who attend receive a top quality experience, both in educational content and networking opportunities. Both presenters and attendees are at the top of their profession and the knowledge gained and various locations visited are of the highest quality.”
– Mick Kelly, Vice President, Sales, Retail Markets, Standard Life, Ontario