Jacks To Focus on 2014 Budget Changes & Wealth Management Trends

Evelyn Jacks will kick off the Distinguished Advisor Workshops next week by helping tax and wealth advisors prepare their clients for recent budget changes and global wealth management trends that will affect planning in 2014-2015. 

Well known for her “Knowledge-Based Marketing” approach, Jacks takes advisors on a strategic journey towards unprecedented business grow when she discusses:

• The Post-Flaherty Era: Are Tax Hikes Coming?
  • Federal/Provincial Budget Changes
  • Your Sweet Spot: Older Richer Clients
  • Pension Reform Continues
  • Inheritance Taxes Around the Corner?
  • The Opportunity in Change

EVELYN JACKS, President, Knowledge Bureau

Evelyn is the best-selling author of 51 books on personal tax and wealth management, a multiple-award-winning entrepreneur and the Founder and President of Knowledge Bureau, Canada’s leading national educational institute focused on professional development in the tax and financial services industry.  

Evelyn was recently named one of the Top 25 Women of Influence in Canada for the second time. She has also been appointed the 77th President of the Manitoba Club, Western Canada’s oldest private business networking club.

Evelyn has recently co-founded the Manitoba Financial Literacy Forum in partnership with the Manitoba Securities Commission to increase financial literacy in the province of Manitoba, and lends her expertise to numerous public and private boards. She was previously appointed by Finance Minister Flaherty to the Federal Task Force on Financial Literacy, and by the Premier of Manitoba to the Lower Tax Commission to advise on the direction of the provincial tax regime.

Evelyn is a highly respected and influential news commentator and analyst. She has written thousands of articles for numerous publications, most recently in MoneySense Magazine, the Toronto Star and for the Toronto Stock Exchange. She also appears regularly on CBC Newsworld, CTV News, BNN and regional television and radio outlets.

Evelyn has been awarded the prestigious Rotman School of Business Canadian Woman Entrepreneur of the Year Award. She was also recognized internationally with a Business Leadership Award by the Canadian Embassy in Washington, D.C. and named an Inspiring Woman by the Winnipeg Free Press. She has twice been recognized as Manitoba’s Woman Entrepreneur of the Year. She has also received the YM-YWCA "Business Woman of the Year" award. 

Join Evelyn at the Distinguished Advisor Workshop in the following cities: Winnipeg - May 21, Calgary - May 22,
Vancouver - May 23, Toronto - May 26, Halifax - June 3. For full agenda and workshop details, click here.