Help & Contact: 1 866 953 4769
Last updated: October 27 2020
November Virtual CE Summit: Enrol by Oct. 31
This is your last week to take advantage of early-bird tuition rates to attend the November 18 Virtual CE Summit, and we’ve introduced a second flex study option for those unable to attend the live event. But special tuition rates still apply until the deadline, with whichever study option you choose..so be sure to act by October 31 and save $100.
The November CE Summit focused on Year-End Tax Planning for Investors and Owner-Managers, “We are pleased to provide a Virtual CE Summit focused on the year end issues tax, bookkeeping and financial advisors need to know to advise both proprietors (the unincorporated self-employed) and corporate owner-managers,” says Evelyn Jacks, President of Knowledge Bureau, of the November 18 CE Summit agenda. “And, we have assembled three brilliant and experienced instructors to help bring advisors up to speed.”
Here’s a look at the agenda:
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INTERACTIVE ZOOM WEBINAR – November 18 9:30 AM – 2:00 PM (all times list below in Central Standard Time) |
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9:30 AM |
LOG IN TO ZOOM : A link will be emailed to you 48 hours before the Webinar. Each Session includes a 25 minute presentation, then 5 minutes for Q&A and Polling. Each Registrant must answer the Poll as part of the session to be eligible for CE. |
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9:45 AM
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WELCOME AND OVERVIEW With Your Host Evelyn Jacks, President, Knowledge Bureau and Moderator Barbara McRae, CMP, RWM™, Strategic Events.
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10:00 AM With Evelyn Jacks
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Session 1 – PERSONAL TAX UPDATE AND YEAR END INVESTMENT STRATEGIES |
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10:30 AM With Jenifer Bartman
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Session 2 – BUSINESS RESULTS ANALYSIS, FORECASTING, BUDGETING |
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11:00 AM With Dr. Dean Smith |
Session 3 – CORPORATE TAX BOOTCAMP PART 1 |
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11:30 AM With Dr. Dean Smith |
Session 4 – CORPORATE TAX BOOTCAMP PART 2 |
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12:00 PM With Larry Frostiak
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Session 5 – OWNER-MANAGER REMUNERATION PART 1 |
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1:00 PM With Larry Frostiak |
Session 6 – OWNER-MANAGER REMUNERATION PART 2 |
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1:30 PM |
Society of RWM™ Panel: YEAR END DONATION STRATEGIES FOR OWNER-MANAGERS |
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2:00 PM |
Closing Remarks
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The new flex study option allows you to take the online course over a two-week period after the live event. Contact us today for further detail: 1.866.953.4769 or enrol online.
