Don’t Hide In Your Shell, Sign Up For DAC Now!

Witnessing the brave migration of baby turtles from the sand in which they are hatched in to the sea they must live in, is an incredible experience – one that influenced the choice of Puerto Vallarta as the site of the 2015 Distinguished Advisor Conference. 

The theme, Multi-Generation Planning is fittingly personified by the little creatures:  only one in a thousand actually survive the predators they face to make it.  

Delegates to this year’s event will learn more pro-active ways to navigate the challenges of wealth transfer in a rapidly changing and uncertain world, and requests for proposals are now being accepted, together with delegate registration forms.  The event is already 50% sold out.

Other turtle facts:  in some species of turtle the temperature determines if the egg will develop into a male or female, lower temperatures lead to a male while higher temperatures lead to a female.

Join us November 8-11 in Puerto Vallarta, Mexico: this year's theme is Multi Generation Planning: Growing New Wealth and Relationships in a Digital World .

Come think strategically with hundreds of top advisors from across Canada who strive to embrace the challenge of building on client relationships from afar. Learn how to accommodate and adapt your practice to your clients' changing lifestyles and priorities, providing "real time" wealth advisory services no matter where your clients are around the world. Understand the new competencies required to steward "impactful" wealth to next generations and the global community, because that's what's important to The Newly Affluent.

Come think in Puerto Vallarta — voted the friendliest city in the world by Condé Nast Magazine and the "top destination to retire overseas" according to AARP. Overlooking beautiful Banderas Bay, the conference site for this outstanding three-day event featuring 18 influential speakers on cutting edge topics will inspire you.You'll enjoy world-class cuisine and breathtaking open air sculptures combined with the natural magnificence of whale watching, deep sea fishing, and golf on serene vistas — all while forging important new business, educational and personal networks.

The Westin Resort and Spa is the host venue for Distinguished Advisors Conference (DAC) 2015!

Don’t miss your opportunity to join esteemed colleagues in this beautiful destination for three days of engaging dialogue as we focus on Growing New Wealth and Relationships in a Digital World. Click here for more information.

Here is a few things DAC 2014 attendess had to say:

"I had the pleasure of speaking at the Knowledge Bureau's conference in Tuscon Arizona. The conference was first class all the way, from Evelyn's phenomenal staff to the participants from Canada who are some of the brightest and nicest people you can find. The 3 day conference was full of networking, learning and business opportunities. I am looking forward to this company growing fast and including both advisors in Canada and the U.S. at the next conference."
Chad Coe, COE Financial Group

"Most valuable idea: leadership and career management potential. . .very well rounded; economic outlook was excellent."
Terri Eriksen-Parker, BMO Nesbitt Burns

"Good technical information and great speakers and styles. Casual and relaxing!"
Robin Taub, Robin Taub Financial Coaching