Shift Gears to Focus on Retirement, Estate and Tax Planning 2021

The May 20 Virtual CE Summit: The most important virtual summit you can attend to help your clients with their tax, retirement and estate planning for 2021. The federal budget provisions will have an effect on the tactics you need to use for sound retirement planning in a post-pandemic world, and with the height of this tax season behind us, it’s time to look ahead to the future.

This online course and live CE Summit is ideal for training new and returning staff working in independent tax filing firms, CPAs in public practice, financial services firms, public trustees, legal assistants, municipal officers, payroll and software companies who employ staff involved with Retirement and Estate Planning.  The Live Virtual session will also put advisors in touch with a national network of like-minded professionals. 

Everything Is Included for a Full & Fun Professional Development Day

• PART 1:  LET’S TALK!  Meet your national “Tax & Financial Pro Support Group” and share stories about your tax season!
• PART 2: THE VIRTUAL INSTRUCTOR-LED SESSION ON MAY 20 – ATTEND & EARN 10 CE CREDITS. RECORDINGS AVAILABLE AFTER AS PART OF THE ONLINE COURSE, UNTIL JUN. 28. 
• PART 3: KNOWLEDGE BUREAU’S ONLINE COURSE (AVAILABLE MAY 21) – COMPLETION DATE IS JUNE 28.  EARN 20 CE CREDITS
• CERTIFICATION AND ACCREDITATION: This CE Summit qualifies for 30 Knowledge Bureau Designate Re-licensing requirements, deadline June 30, 2021. It is also accredited by various Provincial Accounting and Bookkeeping Organizations, Insurance Councils and IIROC (Pending Approval by the Regulators)

Your Faculty & Their Topics

Tax Issues in Managing Capital Assets

EVELYN JACKS, President, Knowledge Bureau

Learn all the details behind the April 19, 2021 federal budget provisions and how they will affect the ten tactics for sound retirement income planning in a post-pandemic world. Take an in depth look at the tax benefits of acquiring pensions, financial, non-financial, and business assets, and the tax consequences of disposing of 8 unique categories of assets.

Evelyn Jacks MFA, RWM™, DFA-Tax Services Specialist, is the Founder and President of Knowledge Bureau, Canada's leading national educational institute for professional development in the tax and financial services.  Evelyn is Canada's most respected educator in tax and financial literacy and one of Canada's most prolific financial authors, having written 55 books, many of them best-sellers.  Her most recent are, Make Sure It's Deductible. Evelyn appears regularly in national and regional media including Globe & Mail, MoneySense Magazine, on BNN, CBC and Global.  Follow her on LinkedIn and Twitter @evelynjacks.

Pre-Retirement – Personal Pension Planning

JP LAPORTE, CEO, INTEGRIS Pension Management Corp

The tax-assisted savings opportunities Canadians have, from RRSP, TFSA, JSPP, EPSP, DPSP, RCA, PRPP, RESP, MEPP, RRIF, etc, are all relatively recent in comparison to the registered pension plan or RPP.  How do they fit together in planning for a business owner?  In particular, consider the advantages registered pension plans have over the more traditional registered retirement savings plan and how pension legislation protects the assets of business owners in different contexts. 

Jean-Pierre Laporte, BA, MA, JD, RWM is CEO of INTEGRIS Pension Management Corp. and a pension lawyer.  He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance.  For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee medal in October 2012.  He is a Knowledge Bureau Author and Board Member of the Real Wealth Management Society.

Retirement Income Layering & Portfolio Risk Management

DOUGLAS V NELSON, President, Nelson Financial Consultants

In retirement income planning there are several goals: a safe and reliable retirement income while minimizing taxes along the way.  This positions your client well for the uncontrollable life events:  incapacity, death, and transition.  But because there is a tax event at death – a deemed disposition of assets – retirement planning requires a clear understanding of the valuation of assets and how to protect them from punitive taxes that can erode more than 50% of their value in pre- and post-retirement planning for both the wealth holder and the survivors. Find out more in this fascinating session why more emphasis needs to be placed on the latter. 

Douglas Nelson Comm.(hons), CFP, CLU, CIM, MFA™, RWM™ is the President of Nelson Financial Consultants, an independent financial advisory firm based in Winnipeg.  The firm specializes in providing fee for service financial planning, custom discretionary portfolio management and insurance.  Doug is a 27 year veteran of the financial services industry, is a registered portfolio manager, is a regular commentator on industry initiative and an accomplished speaker at industry events. Doug has been a regular speaker at Knowledge Bureau events since 2004 and has contributed to course development. Doug is the author of Master Your Retirement, published by the Knowledge Bureau.

After Retirement: Estate Planning With Life Insurance

ABE E TOEWS, Chair of the Board of Directors, Advocis

Did you know that if a minor beneficiary is named as a beneficiary on a life insurance policy the insurer must pay the funds into court or to a public trustee? But if instead a trustee of a life insurance trust is named, the funds can be received and managed by the trustee, providing flexibility and control.  Learn more about the situations in which an insurance trust may be useful in estate planning.

Abe Toews, CFP, CLU, CH.F.C, CHS, RWM has more than 30 years of experience as an advisor and resides in Regina. He is a chartered financial consultant at Beyond Wealth and works predominantly with business owners on succession planning issues. Previously Abe was President of his own firm, StoneCreek Financial Group, started in 1999 after a 15-year career in agency management with Mutual Life of Canada and Great-West Life.

He is an active member of CALU and the Canadian Association of Farm Advisors.

Working with Executors: True-to-Life Case Studies

KRISTIN RAMLAL, Securities Specialist

Get better results: Discuss nightmare scenarios to avoid and how to set executors up for success in managing wealth after death and after taxes.  executors with their responsibilities for reporting and distributing the estate by helping them understand when income is reportable after death, including CPP Death Benefits, investment income, pensions, and income from business ventures

Kristin Ramlal, PFP, CIM, FCSI, RWM™ is a proud young professional woman in wealth advisory, with over 15 years’ experience in the financial services. Her experience includes Canadian/US personal banking and lending, retail and institutional investment account management, portfolio analysis/construction, security research and trading, and financial and estate planning. She is an IIROC Licensed Securities Specialist and has a growing passion for holistic wealth advisory. Kristin is a firm believer in the important of financial education and is on the executive of the Real Wealth Management Society.

Why Attend? Our Attendees Say It Best!

Very interesting and up to date information.  I am sure that ANYONE taking this course would be able to take away something meaningful. “KASSANDRA KLASSEN

“Loved the fact this was a virtual seminar! I found all of the speakers chosen for this seminar to be very well informed, they were qualified professionals which made it an absolute pleasure hearing them speak.”  DIPAK RANCHOD

“I have attended a few in person/Virtual Summits and always find the take-away extremely valuable!  I felt this one was particularly important to attend, due to all the special circumstances arising out of 2020.  The presenters did a fantastic job!  I both learned important information and was reminded of things that will be important in the coming months!  Awesome job!”  CARLA PIERCE

Enrol today!