May 18 CE Summit:  Eight Topics You Can’t Afford to Miss

The agenda is packed full of vital information tax and financial planning specialists need to know as we round out tax seasons 2022 and begin to plan to reduce taxes and build wealth this year and beyond.  The eight critical topics we have chosen for your May CE Summit provide cutting edge professional development to help beat your competition, bring high value to your clients and earn CE Credits too.  Register before May 17 to hear Canada’s best-selling financial authors and educators discuss:  

• Federal Budget and Tax Legislation Update
• Retirement Planning:Private Pension Planning in Volatile Times
• Disability Planning:A Financial Case Study
• The Basics:Trusts Including GREs Spousal and Intervivos Trusts
• The Flow of Assets At Death:Are You Defeating The Will?
• Taxes For Business Owners:Round Up The “Dark Horses” Before June 15
• U.S. Estate Taxes:The Details You Need to Know
• Round Table:Tax, Retirement and Estate Planning:Audit-Proofing Your Heirs

Need more reasons to attend? Check out this video, and the detailed online agenda.

WITH YOUR DISTINGUISHED FACULTY:  BEST-SELLING AUTHORS & EDUCATORS IN CANADA

NEW TO ZOOM?  PLEASE JOIN US FOR OUR REHEARSAL FOR DELEGATES AT 8:30 CT ON MAY 17.

APPROACH:   A TRUE BLENDED LEARNING EVENT!

The CE Summits are a blended learning event.  What does this mean?  Just an outstanding comprehensive learning opportunity for you in multiple components:

1. The Live Event:  A great virtual live event with incredible speakers who will drill down on budget 2022 changes, retirement and estate planning – high value new knowledge and skills you need to add value to your client relationships.  Check out the full agenda.   Earn 10 CE Credits, too.
2. The Online Course:  An outstanding online course to consolidate your knowledge and help you retain it with quizzes to make you think and learn. Take a month to finish your program and earn 20 more CE Credits in Tax Efficient Retirement Income Planning.
3. Bonus – the Knowledge Bureau Calculators – you’ll receive access to the Knowledge Bureau’s Tax Efficient Retirement Income Calculators – a sophisticated and immediately implementable software solution you’ll want to use with your clients to provide “what-if” scenarios as you discuss retirement and estate planning with them.  

ENROL NOW 

NEW TO ZOOM?  PLEASE JOIN US FOR OUR REHEARSAL FOR DELEGATES AT 8:30 CT ON MAY 17.

ACCREDITATION REMINDER:  THIS CE SUMMIT QUALIFIES FOR KNOWLEDGE BUREAU DESIGNATE RE-LICENSING REQUIREMENTS, DEADLINE JUNE 30, 2022.  IT IS ALSO ACCREDITED BY VARIOUS PROVINCIAL ACCOUNTING AND BOOKKEEPING ORGANIZATIONS, INSURANCE COUNCILS AND IIROC                                                   

(PENDING APPROVAL BY THE REGULATORS)

“What a great summit! It has really shown me where my knowledge gaps lie and furthered my thirst to keep shrinking them with Knowledge Bureau. I really look forward to the next one!” – Dustin Burke

“This was a great, very informative summit!  Answered a lot of my questions and gave me points to touch on with my clients.” – Cathy Losing