In November, Kelowna will be the spot to mingle with financial services excellence

Have you marked your calendar yet to attend the fourteenth Annual Distinguished Advisor Conference (DAC)? With the Canadian dollar being so low, there never has been a better time to jet off to British Columbia than now. And that’s especially important when you’re looking to stretch your professional development budget.

Experts and visionaries from all sides of the financial services industry will be gathering in Kelowna, this November 5-8, to attend Knowledge Bureau’s fourteenth annual Distinguished Advisor Conference. In keeping with Canada’s 150th, the conference theme will be “Financial Advice at the Crossroads of Change.”

Rarely has there been a more challenging, yet exciting, era in the tax and financial services. As old ways are making way for the new, it is in the collaboration of experience and creative vision that our industries are positioning themselves to build a great new value proposition. That’s the promise this great era of disruption holds.

But just how do you become an engaged and active change agent in your profession, and strive higher in your quest to build financial freedom for your clients? Evelyn Jacks kicks off the DAC with her thesis on a new Impact Pathway and shares ways to develop a new vision and passion for the economic, demographic and tax changes that affect your clients the most in 2018 and beyond.

Be sure to join us this November, at the beautiful Grand Okanagan Resort in Kelowna, to experience a higher standard in education with unique opportunities for networking and socializing. And take advantage of the Early Bird registration, which ends June 30, 2017. Register a group of six and pay only $1000 per person plus tax. You’ll also have the opportunity to earn 15 CE/CPD credits from Knowledge Bureau, IIROC and Insurance Councils.

Thanks to our sponsors who help us to educate and influence Canada’s elite tax and financial advisors to serve multiple generations in a family: Title Sponsor: MANULIFE; Diamond Sponsor: FRANKLIN TEMPLETON INVESTMENTS; Silver Sponsors: ivari, AGF; Mimosa Sponsor: HOME TRUST; Media Sponsor: INVESTMENT EXECUTIVE.

Call us today at 1.866.953.4769, save on tuition fees and reserve your spot as seating is limited!

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