Meet the Esteemed Speakers of the Virtual CE Summits

PART 2: INTERACTIVE ZOOM WEBINAR - MAY 13

9:30 AM – 2:00 PM

(all times list below in Eastern Standard Time)

9:30 AM

LOG IN TO ZOOM USING THIS LINK:

Each Session includes a 20 minute presentation followed by 10 minutes for Q&A and Polling. Each Registrant must answer the Poll as part of the session to be eligible for CE.

 9:45 AM

START YOUR MORNING WITH CHAIR PILATES FEATURING DAWN EDEN – 15 minutes

Dawn Eden is a passionate Pilates Instructor who has been practicing Pilates for over 13 years and teaching for 2 ½ years. She is the sole owner of her own studio in Grimsby, Ontario who loves to bring her experience in the Pilates Method to help others resolve their own pain, discomfort and fitness concerns. With her exceptional training and personal experience she will encourage you to fulfill your own fitness & health goals. “Everyone deserves good health and fitness in an accessible and realistic way, and Pilates is for everyone!” That’s Dawn’s motto and we’re sure you’ll enjoy this lovely start!

10:00 AM

WELCOME AND OVERVIEW With Your Host Evelyn Jacks, President, Knowledge Bureau and Moderator Barbara McRae, CMP, RWM, Strategic Events.

Barbara is the Owner and Chief Planner of Strategic Events and an Executive Project Manager with Knowledge Bureau. She has over 20 years of experience in the events industry and many of the conferences she has produced have been recognized by various industry organizations such as the Canadian Investment Awards and the Canadian Special Events Awards for their creativity and outstanding contributions to content and planning. Barbara has worked closely with Knowledge Bureau for the past 16 years and is very excited to host the inaugural CE Summit on May 13^th.

10:10 AM

NEW TAX MEASURES IN 2020 PANDEMIC RESPONSE – ANALYSIS AND COMMENTARY with Evelyn Jacks, MFA ™ , DFA-Tax Services Specialist ™ , President, Knowledge Bureau . Evelyn Jacks is Canada’s most respected educator in tax and financial literacy, a best-selling financial author, a trail-blazing businesswoman and an influential business leader, having twice been named one of Canada’s Top 25 Women of Influence.

She is the Founder and President of Knowledge Bureau ™ - a world class financial education institute and publisher which provides continuing professional development to tax, bookkeeping and financial advisory firms. Knowledge Bureau™ is the educational home to tens of thousands of graduates in the tax, accounting & financial services who have earned new credentials as specialists, based on the principals of Real Wealth Management™. This is a multi-stakeholder approach to family wealth management.

One of Canada’s most prolific financial authors, Evelyn has written 55 books , many of them best-sellers. Evelyn is a sought-after tax and financial commentator who appears regularly in MoneySense Magazine, and on national and regional networks including BNN, CBC, and Global to interpret breaking financial news.

 10:40 AM

THE BUSINESS OWNER’S DILEMMA: JOB TERMINATION IN A PANDEMIC

With Philippe Richer , TLR Law Office. Philippe’s career in law began later in life. After high school, he joined the Armed Forces where he served 8 years. Then, following his service, he worked in sales for twelve years. It wasn’t until his own marriage came to an end and he experienced a divorce, that he felt compelled to be a positive part of the legal industry; someone more approachable, accessible and affordable. Determined this was his new calling, Philippe quit his job and went back to school. A risky move for anyone, but his determination and focus were of great benefit to him in law school, as he was soon the recipient of the Yude M. Henteleff Award in Human Rights and Civil Liberties , the H. I Corne Prize (Awarded to the student with the highest standing in ‘Problems in Contract and Torts’) and was a finalist for the Manitoba Bar Association ‘Solomon Greenberg Prize in Advocacy’. Philippe joined TLR Law Office in 2014 and became President in 2017.

Philippe is the original author of the certificate Business Law Course in the Executive Business Builder Program offered by the national educational institute, Knowledge Bureau.

11:10 AM

Health Break and Coffee Refills

11:15 AM

HIRING AND REHIRING EMPLOYEES

With Philippe Richer , TLR Law Office

11:45 AM

PERSONAL PENSION PLANNING with JP Laporte, and Mark Taucar. Jean-Pierre Laporte, BA, MA, JD is CEO of INTEGRIS Pension Management Corp. and a pension lawyer. He has written extensively on pension matters and is often called as an expert witness before the House of Commons Standing Committee on Finance. For his work on improving pension legislation in Canada, he was awarded the Queen Elizabeth II Diamond Jubilee.

Mark Taucar, CFA manages discretionary clients through ACCILENT SELECT Discretionary Management. A unique offering that allows those qualified to be licensed as Advising Representatives (ARs), Associate Advising Representatives (AARs), Dealing Representatives (DRs) to engage with clients and provide streamlined, cost sensitive discretionary management. Mark has built discretionary referral platforms for notable Portfolio Managers across Canada and has engaged with referral agents for the construction of streamlined referral operations which enhance scalability, profitability, portfolio design and compliance. He has also managed successful investment strategies on behalf of thousands of individual clients that include pensions. Mark is also a faculty member of Knowledge Bureau having written the Portfolio Risk Management in Retirement Course.

Together, JP and Mark have now completed the new Knowledge Bureau certificate course: Personal Pension Planning For Corporate Owner-Managers

12:15 PM

Health Break and Coffee Refills

12:20 PM

TAX EFFICIENT GLOBAL INVESTMENT STRATEGIES IN 2020 with Dr. Dean T. Smith,

PHD, CFP, TEP, CPA, CA is a partner with Cadesky and Associates LLP and the President of Cadesky U.S. Tax Ltd. Cadesky is a boutique accounting firm which provides only taxation services. Dean has been involved with expatriate tax work for over 23 years assisting companies moving employees around the world. Clients also include private individuals who have multiple jurisdictional filings. Dean is also an instructor and writer with Knowledge Bureau.

12:50 PM

LOSS DEDUCTIBILITY: A DEEPER DIVE with Dr. Dean T. Smith, Ph.D., President of Cadesky U.S. Tax Ltd., partner, Cadesky & Associates, LLP

1:20 PM

KRISTIN RAMLAL, PFP, CIM, FCSI, RWM™, SECURITIES SPECIALIST

JENNIFER SNYDER, RWM™

President, Doyenne Insurance & Estate Planning,

Doyenne Financial Ltd.

THE WAKE-UP CALL: IS IT THE RIGHT TIME TO TRANSFER ASSETS TO OTHERS?

with RWM Faculty Members, Kristin Ramlal, Jen Snyder and your CE Summit expert speakers. Kristin has over 15 years’ experience in the financial services including Canadian/US personal banking and lending, retail and institutional investment account management, portfolio analysis/construction, security research and trading, and financial and estate planning. She is an IIROC Licensed Securities Specialist and has a growing passion for holistic wealth advisory. Kristin is a firm believer in the important of financial education and is committed to a multi-stakeholder approach to real wealth management.

Kristin has been involved in numerous Knowledge Bureau educational courses and live events including the CE Summits (2016-Present), DAC (2018-Present), Real Wealth Manager Course, Real Wealth Manager Board Member (2019) and future presenter for DAC (2019). She is a believer in the holistic multi-stakeholder real wealth management approach and the value it brings to Canadian families looking to accumulate, grow, protect, and transition their wealth efficiently in their lifetimes, considering fees, taxes and inflation. She is a dedicated advocate for the importance of financial education of all Canadians which aligns with The Knowledge Bureau’s vision and mission.

She holds a University of Manitoba Bachelor Commerce Honors Degree, Majoring in Actuarial Mathematics and Finance as well she holds the Personal Financial Planning (PFP) and Chartered Investment Mangers (CIM) Designation Completion (2010 and 2012) and became a Fellowship of the Canadian Securities Institute (FCSI) (2018).

Jennifer Synder, RWM™ After a 19-year career as an advisor and Portfolio Manager for IIROC firms, Jennifer started her own business, Doyenne offering Insurance and Estate Planning, licensed in MB and ON and Portfolio Management, licensed in MB, ON and QC.

Jennifer has been recognized as a 2018 Finalist for the Women-Led Advisory Team of the year as well as a 2019 Finalist for Female trailblazer of the year at the Wealth Professional Awards. Jennifer has participated in numerous projects with Knowledge Bureau both as Faculty and as a student. From her experience, Evelyn Jacks and the team at Knowledge Bureau are meticulous in their approach to education and thinking strategically about the needs of the financial services industry from the various stakeholders’ points of view.

1:50 PM

INTRODUCING A NEW PRACTICE MANAGEMENT OPPORTUNITY:

THE VIRTUAL ADVISOR

1:55 PM

Closing Remarks and Certification-6.5 Verifiable credits (Virtual Class) & 3.5 Webinar