Let’s Collaborate: Get in on the DAC 2018 Agenda

Knowledge Bureau’s annual Distinguished Advisor Conference (DAC) will be taking place in beautiful Quebec City from November 11-14, 2018. The theme is “Changing the Face of Community – Collaboration with Impact.” We would love to hear what this means to you, and what you’d like to see in our compelling sessions at this pre-eminent educational event.

This year at the Distinguished Advisor Conference the goal is consider what professionals can do to work “above our privilege,” and serve new diverse markets with skill and care. This will be a learning and networking opportunity that you don’t want to miss, as these collaborative opportunities matter more than ever.

What would you like to discuss? Executive Business Builder Network member Betty-Anne Howard, shared the following comment:

“How to partner with charitable organizations and make a difference in the world! What’s it going to take for traditional financial advisors to embrace philanthropy and stop hoarding the money?”

This is a timely subject, as we recently learned from Knowledge Bureau Report readers. Our December poll revealed that most professionals believe that tax and financial advisors need to place more emphasis on discussing with clients the benefits of charitable giving from all angles. Would you like to learn more about this at DAC? What other topics does the theme of “Changing the Face of Community – Collaboration with Impact” inspire for you? Share your thoughts!

Additional educational resources: Investment Strategies in Charitable Giving course, Elements of Real Wealth Management

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