Jeffrey Simpson Presents Post-Election Perspective at DAC

Must-Hear Post-Election Insights from a Premier Globe and Mail Commentator

Jeffrey Simpson, The Globe and Mail’s national affairs columnist, will share his views on the future of Canada under a new Liberal government with almost 200 top financial advisors from across Canada at the 12th Annual Distinguished Advisor Conference (DAC), November 8 – 11, 2015. 

“There is much for advisors to think about, now that Canada has elected a majority Liberal government, and we are delighted Mr. Simpson will join us to share his considerable insights,” says Evelyn Jacks, President of Knowledge Bureau, and founder of DAC.

Mr. Simpson has won all three of Canada’s leading literary prizes: the Governor General’s Literary Award for non-fiction, the National Magazine Award for political writing, and the National Newspaper Award for column writing (twice).

Bestselling author and celebrated advisor David Christianson will be the Master of Ceremonies over the three days in Puerto Vallarta.

“This year, we will show advisors how to accommodate and adapt their practices to their clients’ changing lifestyles and priorities, providing ‘real time’ wealth advisory services no matter where they are living around the world,” says Christianson. “We are excited to welcome extremely thought-provoking topics and outstanding speakers to the stage.” 

To view the complete agenda, click here. Registrations end October 26. Next year’s event will be held November 6-9, 2016, and names are already being added to the delegate registration list.

Other speakers and topics at the upcoming 2015 event in Puerto Vallarta include:

• Ivari’s Todd Hynes, last year’s top speaker, will present his entertaining session, “Finishing Well – How to Create Replenishable Wealth.”
• Evelyn Jacks on Tax Reforms and how they affect the “Millennial Millionaire.”
• Manulife’s Philip Petursson, Managing Director of the Portfolio Advisory Group, will discuss new strategies for building “Risk Budgets” in portfolio management.
• Texas Tech University’s Dr. Michael Finke will present ground-breaking research and the latest science on satisfaction in retirement.
• Investment Industry Association President, Ian Russell, will share news on Cyber Security Risks to the financial markets and how firms can plan their defence.
• Joe Roberts, the “Skidrow CEO,” will address an elephant in the room in family wealth practices: addiction.
• Tax and wealth management expert Tim Cestnick will focus on creative tax and estate strategies in light of recent tax reforms.
• Blaine F. Aikin, author and speaker on fiduciary responsibility, will discuss your role as a principle-focused fiduciary.
• Eric Klein, founder and partner, Farber Financial Group, will discuss “un-succession planning.”
• Ozy Comacho, Publisher, Investment Executive and Finance et investissement, will provide insights from a ground-breaking survey that rates clients’ satisfaction levels with their advisors.
• Nicholas VanDerSche, head of advisor solutions, North America Morningstar Inc., will pose the question, can financial and robo-advice co-exist?
• Bestselling author on cross-border tax issues, Angela Preteau, will demystify FATCA, T1135 Foreign Asset Reporting and US-Canadian pension and estate tax issues.
• Craig Dowden, Ph.D., described as “A Leader’s Best Friend” by W. Brett Wilson, former star of Dragon’s Den, will broach the controversial topic of Financial Infidelity.

“The DAC conference site was chosen to reflect the planning needs of snowbirds and their families: close to two million Canadians make Mexico their winter home,” says Evelyn Jacks, founder of DAC and Program Director. “We are grateful to our sponsors, who make it possible for all the advisors who attend DAC to evaluate the retirement and vacation lifestyle their clients may be contemplating, all the while forging important new business, educational and personal networks.”

For those who miss DAC this year, please mark next year’s dates in your calendar: November 6 to 9, 2016; the location will be announced on November 8, 2015, at DAC in Puerto Vallarta.  The DAC is ground-breaking in thought leadership, but it’s also a great way to meet top advisors from across Canada. Phone-in registrations are welcome at 1-866-953-4769.

ABOUT KNOWLEDGE BUREAU

Knowledge Bureau™ is Canada’s leading national educational institute for continuing professional development of advisors in the tax and financial services. Thousands of professionals choose Knowledge Bureau as their educational home.

Founded in 2003 by bestselling tax author and internationally acclaimed educational entrepreneur, Evelyn Jacks, Knowledge Bureau publishes close to 30 online courses leading to continuing education certification and diplomas, leading to the prestigious MFA™ (Master Financial Advisor) designation, which provides core specialization opportunities in retirement, business, and succession/estate planning for multi-disciplinary financial services practices, and the DFA-Tax Services Specialist™ and DFA-Bookkeeping Services Specialist™ designations.

Knowledge Bureau also hosts regional CE/CPD workshops in major Canadian cities, the next starting later this month in Winnipeg, October 27, Vancouver October 28, Calgary October 29th and Toronto on November 2.