FOR IMMEDIATE RELEASE: Top Advisors to Discuss Future of Financial Services

Winnipeg, MB.  Under the theme, Back to the Future, delegates at the DAC (Distinguished Advisor Conference), will explore opportunities to build on past successes and experiences in a changing environment for both tax and financial advisors.

The objectives, aside from the outstanding financial continuing education, are to prepare professionals for a momentous future in which their role is significantly more prominent in helping families manage and transition their wealth.

“Increased regulatory obligations are prominent in both the tax and financial industries in Canada.  At the same time, client needs for wealth management are changing and this will affect service level requirements and even firm survival rates unless management adapts,” says President of Knowledge Bureau, Evelyn Jacks, who is also founder of the Distinguished Advisor Conference (DAC)™.  “This is just the right time to re-think your business strategy and help your clients with theirs, and this conference is the most leading edge way to do so.”

The DAC agenda is designed to stimulate creative and strategic thought while attendees learn the latest in technical competencies required to provide tax efficient wealth advisory services. In it’s 10th Anniversary year, DAC is being held November 10-13, in beautiful Ojai, CA.  “We provide you with a great opportunity to move out of your “day-to-day” activities, and learn new strategies which you can apply to your major goals in building new value propositions, marketing and financing the potential for significant business growth,” said Mrs. Jacks. 

Approximately 150 top advisors from across Canada will contemplate the wisdoms of 18 leading speakers, from 7:30 am to 12:30 pm on each of the three days, after which “power networking” allows for brainstorming and business development with peers. 

The venue in which to do so is spectacular. Ojai (pronounced O-hi) has long been known as a haven for artists, musicians and health enthusiasts. The name means “Moon” in Chumash, the language of the original residents, the Chumach Indians.

A “village” of about 8,000, Ojai is serenely nestled near the Topa Topa Mountains, about fourteen miles west of Ventura on Highway 33, about 55 km from Santa Barbara and 133 km from Los Angeles. Ojai  is famous for its “pink moment”, the pink glow produced by the fading sun across the lovely hills – one of the few places in the world to experience such a beautiful natural phenomenon. Meditation Mountain is the best place to see this (http://meditationmount.org) and in general a must-visit. The opening reception at DAC will celebrate the “pink moment” in a memorable gathering.

Ojai has a reputation as a “must do” golfing destination and the Ojai Valley Inn and Spa is listed as one of the top 25 golf resorts in North America. A world class spa is also onsite, together with many other lovely activities for team building and strategic thought.

“The golf course is as challenging as it is gorgeous,” says Mrs. Jacks.  “Please join us, but do register early to avoid disappointment. Do so before June 30 to ensure best tuition fees and space at the venue.”  To register call Carol Scott 1-866-953-4768 or fax in the registration form  to 204-953-4762 before June 30.