RSVP Now: The Next High-Demand CE Summit is May 20

Are you a regular, raving fan and attendee of the CE Summits? Now is the right time to RSVP and secure your spot at the lowest tuition fees.  Act by March 1 and save over $230 on the next four events.  Coming up next:  the annual Post-Budget Overview and its effect on Retirement & Estate Planning.   Here’s a look at the speaker lineup:

Join Evelyn Jacks, Jean-Pierre Laporte, Doug Nelson and Abe Toews for this important educational opportunity in the midst of a year where many Canadians have had to reconsider their retirement planning goals and investment approaches.

Bonus: If you enroll for this single event by April 15, you’ll receive healthy snacks included with tuition, and receive the $100 early-bird registration rebate. However, you’ll get the best tuition value by enrolling yourself for multiple events, or bringing multiple people to one! RSVP now!

Faculty and Guest Instructors

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.

Evelyn Jacks will discuss Tax Issues in Managing Capital Assets on May 20.

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.

Jean-Pierre will be addressing the topic of Pre-Retirement: Personal Pension Planning at the May 20 Virtual CE Summit.

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.

Doug Nelson’s session will focus on Retirement Income Layering and Portfolio Risk Management.

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. Abe is the Past Chair of the Board for The Caring Place and Past President of the Manitoba Chamber of Commerce, the Wascana Country Club and the Life Insurance Managers Association of Canada, now known as GAMA Canada. He has served as the President of the South Sask & Brandon Advocis chapters. He is an active member of CALU and the Canadian Association of Farm Advisors.

Learn about After Retirement: Estate Planning with Life Insurance from Abe Toews on May 20.