Last updated: January 21 2015
David Russell, MBA,CFP, CIM, FCSI posted the following to the LinkedIn page of Evelyn Jacks, founder and president of Knowledge Bureau.
“In my 24 years as a financial planner, I have often referred to and recommended Evelyn's publications on Tax and Financial Planning. I have come to rely on Evelyn's books and websites as a trusted resource. Within the next few months I will complete the Master Financial Advisor Designation through the Knowledge Bureau, founded by Evelyn. This program has provided detailed information that has filled the gaps in some of the other designations I've earned, providing me with a higher level of proficiency and confidence around tax, estates and trust planning”
David Russell, MBA,CFP, CIM, FCSI
Disciplinary Hearing Panel at Financial Planning Standards Council (FPSC)