Mark Your Calendar: RSVP by June 15 for DAC, Fall CE Summits

The early bird registration deadline for the 2019 Distinguished Advisor Conference in Puerto Vallarta is coming up on June 15. Be sure to check out the outstanding guest speaker list who will address the theme: Powerful Competition: The Secret to Economic Resilience.

There are also a few spots left for speaker-sponsor partners to join us. Please check out the fact sheet and application form.

Knowledge Bureau in class and in-conference events are renowned for their world class content. Be sure to mark your calendar for our 2019-2020 regional Knowledge Bureau Education Days. 

Knowledge Bureau’s next live events include:

• The Vantage Series – October 31 from 11:30 am-1:30 pm in Toronto. Join other thought leaders in wealth management for the 2nd VANTAGE Series Event, a new, innovative professional development opportunity to be held in the fall of 2019.
• Fall CE Summits -November 4-7 in Winnipeg, Toronto, Calgary and Vancouver. The theme will be “Year-End Tax Planning for Investors and Small Businesses”.
• Business Builder Retreat – November 9-10 in Puerto Vallarta, Mexico. Designed especially for growth-oriented entrepreneurs.
• The Distinguished Advisor Conference -November 10-13 in Puerto Vallarta, Mexico, which will focus on “Powerful Competition: The Secret to Economic Resilience”. Remember:  Register now, so you don’t miss early-bird tuition savings and great room rates!

Join hundreds of professionals from all walks of the tax, bookkeeping and financial services industries who collaborate to learn and do business with one another. Here is what our attendees have shared about the recent CE Summit tour:

Kamla Lambert attended the Winnipeg workshops and said “Very realistic and important information to apply immediately! Thank you for the learning experience” .  She highlighted one important takeaway – that “wealth is a feeling and not a money-based experience.”

Wendy Simpson, who joined the Vancouver workshop, said, “Thank you for bringing together a great team of speakers who are very passionate in their field.”

Sherill Sirrs in Vancouver really appreciated the insights shared by Karen Henderson about long-term care planning, and it piqued her interest to learn more: “Post-retirement planning/strategies/taxes would be a great new program to do as your speakers just touched the surface and there seemed to be a lot of interest in the room!”

Gilles Marion in BC said, “Another great day of learning at the CE Summits. I have wind in my sails again.”

John Adams said this after attending the Vancouver workshops: “Great session once again! I ALWAYS learn something new or extra every time I attend a class.”

Irene Arnold in Alberta commented that “Evelyn is always so informative. I always go home with tons of knowledge.”

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