Jump In! New Retirement & Estate Planning Update Course Now Available

Of special interest to financial advisors, RWMs and experienced tax and bookkeeping professionals providing advice to their clients: the new Retirement and Estate Planning Update course is now available and includes the recorded instruction from the May 20 CE Summits.  It’s the perfect solution for those who can’t join us on May 20. Graduates earn 30 CE Credits and a full course credit towards the MFA™- Pension & Estate Services Specialist Designation Program. Take advantage of a long weekend special, too:

Take the online course and receive access to the CE Summit presentation recordings at a special price of only $695. After May 24, regular online course tuition applies ($895 less VIP graduate status discounts).

Option 1: Attend the Live Virtual Event on May 20

There is still time to enrol and attend on May 20! As part of the program, we are introducing a new way to learn virtually with the Knowledge Bureau Virtual Auditorium, for an even better interactive networking experience we’re sure you’ll enjoy! Enrolled attendees will receive an invitation to the platform where you can share, network and learn:

1. Visit the Lobby - Take a selfie to add to the Knowledge Bureau Photo Wall, check out the social media feed and to chat with others here and share with others on social media
2. Attend the Sessions - Review the agenda in the Sessions section of the Virtual Auditorium, listen to speakers, download and print the PowerPoints and complete the evaluations for CE
3. Do some Networking - Start a conversation with fellow delegates in the Networking part of the platform, join a group discussion or find like-minded professionals
4. Check out the Exhibit Hall - Live chat with our sponsors and request information from Christina and Soloman of Home Trust and Carol and Donna of Knowledge Bureau to win a free copy of the new edition of "Master Your Retirement" by Doug Nelson.

Everything is included for a comprehensive educational networking experience:

• Part 1 – Let’s Talk! Meet your national “Tax and Financial Pro Support Group” and share stories about your tax season
• Part 2 – The Virtual Instructor-Led Session on May 20 – you can attend and earn 10 CE credits, plus the recordings will be available as part of the online course, until June 28
• Part 3 – Knowledge Bureau’s Retirement and Estate Planning Update Online Course available May 21. Earn 20 more CE credits upon completion and learn valuable tools that will help you in your practice!

Option 2: Take the Retirement & Estate Planning Update Online Course

Have to miss the live event? As a long weekend special, we’re offering access to enrol in the comprehensive online course for only $695 (tuition prices increase to $895 after May 24). You’ll receive full course credit towards the MFA™-Pension & Estate Planning Designation and have access to all of the recorded sessions.