Don’t Miss It: CE Summit Only 1 Week Away!

There are 8 important topics and 6 incredibly interesting speakers lined up to provide you with critical education on the latest budget changes and tax, retirement and estate planning trends.  By signing up before Monday, you’ll also get a sneak peek at a brand-new learning experience with Knowledge Bureau, including a comprehensive online course to supplement the sessions. Check out the topics and speakers and enrol now.

May 18 Virtual CE Summit: Budget, Retirement & Estate Planning Update

• Federal Budget and Tax Legislation Update
• Retirement Planning:Private Pension Planning in Volatile Times
• Disability Planning:A Financial Case Study
• The Basics:Trusts Including GREs Spousal and Intervivos Trusts
• The Flow of Assets At Death:Are You Defeating The Will?
• Taxes For Business Owners:Round Up The “Dark Horses” Before June 15
• U.S. Estate Taxes:The Details You Need to Know
• Round Table:Tax, Retirement and Estate Planning:Audit-Proofing Your Heirs

Table of Contents – The Advanced Tax, Retirement and Estate Planning Update Course

• Chapter 1 – Retirement Income Pillars 2022-2023
• Chapter 2 – Understanding Private Pension Plans
• Chapter 3 – TERIP – Tax Efficient Retirement Income Planning
• Chapter 4 – Planning for Survivors
• Chapter 5 – Preparing for Sale of Business
• Chapter 6 – Using Trusts – Basics
• Chapter 7 – Alter Ego Trusts
• Chapter 8 – Spousal Trusts
• Chapter 9 – Filing Trust Returns Including GRE’s
• Chapter 10 – Snowbirds U.S. Gift & Estate Taxes

 Plus attendees receive huge savings on enrolment in Knowledge Bureau events and online courses for all CE Summit attendees. 

Need more reasons to attend? Check out this video, and the detailed online agenda.

NEW TO ZOOM?  PLEASE JOIN US FOR OUR REHEARSAL FOR DELEGATES AT 8:30 CT ON MAY 17.

APPROACH:   A TRUE BLENDED LEARNING EVENT!

The CE Summits are a blended learning event.  What does this mean?  Just an outstanding comprehensive learning opportunity for you in multiple components:

1. The Live Event:  A great virtual live event with incredible speakers who will drill down on budget 2022 changes, retirement and estate planning – high value new knowledge and skills you need to add value to your client relationships.  Check out the full agenda.   Earn 10 CE Credits, too.
2. The Online Course:  An outstanding online course to consolidate your knowledge and help you retain it with quizzes to make you think and learn. Take a month to finish your program and earn 20 more CE Credits in Tax Efficient Retirement Income Planning.
3. Bonus – the Knowledge Bureau Calculators – you’ll receive access to the Knowledge Bureau’s Tax Efficient Retirement Income Calculators – a sophisticated and immediately implementable software solution you’ll want to use with your clients to provide “what-if” scenarios as you discuss retirement and estate planning with them.  

ENROL NOW 

WITH YOUR DISTINGUISHED FACULTY: BEST-SELLING AUTHORS & EDUCATORS IN CANADA

“What a great summit! It has really shown me where my knowledge gaps lie and furthered my thirst to keep shrinking them with Knowledge Bureau. I really look forward to the next one!” – Dustin Burke

“This was a great, very informative summit!  Answered a lot of my questions and gave me points to touch on with my clients.” – Cathy Losing