Mark Your Calendar: May 22 CE Summit!

The topic of discussion is Retirement, Trust and Estate planning chocked full of critical information you need to know as you work with clients to maximize their wealth potential.  You’ll be treated to an in-depth analysis of the April 16 Federal Budget, a Trust boot camp, and a great discussion on retirement and cottage succession planning.  You don’t even have to leave your office!  Here’s why Connie, Zhu, DMA enjoys the Virtual CE Summits so much:

“I have been enjoying the CE Summits throughout the year.  Thank you so much for hosting such wonderful events. What has been presented is not only the textbook knowledge about each topic, but also the demonstrated practical examples.   I was not able to catch the live virtual events, but I am able to visit the online sessions after the event.  It is such a pleasure to watch and learn from it.”

Register now!

Check out the agenda overview so far! Topics will include:

• Federal Budget and New Taxes on Your Assets
• Retirement Income Planning for HNW Employees with Significant Assets
• Retirement Income Planning for Small Business Owners
• Trust Bootcamp
• Cottage Succession Planning
• The Wrap-Up: Significant Wealth Planning Opportunities from Budget 2024

Plus, here's a preview of Knowledge Bureau's CE Savvy Retirement & Estate Planning Course - The Content:

• CHAPTER 1 APRIL 2024 BUDGET OVERVIEW: TAX CHANGES FOR 2024 AND BEYOND
• CHAPTER 2 THREE PILLARS OF RETIRMENT INCOME PLANNING
• CHAPTER 3 COTTAGE SUCCESSION PLANNING
• CHAPTER 4 INTRODUCTION TO TRUSTS
• CHAPTER 5 TRUST TAX FILING BASICS

Stay tuned for additional speaker and session details as they’re released!