DAC – Dinner With KB President Evelyn Jacks & Master Italian Cookery

Join us for an exclusive night out with Knowledge Bureau President Evelyn Jacks and Chef Massimo Capra on October 15th in beautiful Niagara Falls.  This dinner is limited to 20 guests, so confirm your attendance at DAC and your reservation as soon as possible.  Here are the details of the delicious extravaganza; plus, check out the outstanding agenda too!

​Experience well known Food Network host Massimo Capra’s delicious Italian fare at Massimo’s Restaurant overlooking the falls.

Massimo’s Italian

Fallsview Restaurant - Saturday, October 15^th at 8:00 PM

$120 CDN (gratuity and taxes are included)

View Customized Menu

Note: Beverages not included. Transportation to restaurant on own.

To sign up, visit the DAC Activities page.

The Agenda.  Of course, you don’t just come to DAC for the networking, there is the serious work of understanding the trends that lead to sound decision-making with your clients in the current environment.  Here are some highlights from this year’s educational agenda.

On the Full Agenda:

• Velocity: The Speed of Change and Its Effects on Your Work
• Ethical Behaviors: Breaking Down the Duties of Care
• The Velocity of Money: The Rate of Spending and Its Impact on Investors
• Coming Home: The Tax Quagmire for Ex-Pats
• Team Building: Lunch at the Improv
• New Money Demographics: Integrating Digital Currency in Investment Conversations
• Hedging Risk: How to Manage Volatility to an Investor’s Advantage
• Investor Behavior: Managing Fear of Missing Out
• Truth & Reconciliation
• Rethinking Wealth Advisor Services
• Help Wanted: Transformative Leadership for Canada
• The Speed of Tax Change: What it Means for You and Your Clients
• New Trends in Group Benefits
• How to Get More Distance from Your Pension Plan
• Planning for Disability: A Multi-Advisory Case Study
• Doing Good: Why Making a Social Impact Matters to Your Next Client
• Velocity: The Need for Speed to Succeed

Learn more about the speakers who will be delivering these informative and inspiring sessions as we feature them in upcoming editions of Knowledge Bureau Report.

Visit the DAC page often for updates to this comprehensive agenda!