DAW: Position Your Knowledge for A Global Economy

The federal budget has put an emphasis on positioning Canada for success in the innovation economy of tomorrow. However, an emerging issue for most professional advisors is what to do about the emphasis CRA has on the reporting of offshore assets and the perceived loopholes private business owners have.  Those are the two critical subjects in this month’s Distinguished Advisor Workshop tour.

The Spring DAW Sessions are being held in six cities across the country from May 29 to June 6. And remember — early bird registration ends May 15 and special rates are available for two or more attendees.

During this invaluable program, you’ll learn how to address key issues your clients should be considering as they build on their unique value proposition for tomorrow’s business leader, including the “transaction knowledge gap,” how to approach strategic business planning, financial partner considerations, and the succession transaction itself.

We have asked our students about Knowledge Bureau’s unique value proposition. Here are some answers we received:

“Most beneficial and informal seminar I've been to.” C. Losing, BC

“Applicable, valuable and immediate opportunity to add value for clients.” L. Campbell, MB

Be sure to mark your calendar to attend this invaluable session and ask your most pertinent questions.

For more information, register online or call 1-866-953-4764 now to reserve your seat. The room availability will be filled on a first come, first served basis.

Special thanks to our education partner:

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