Last updated: April 02 2020

The All New Virtual CE Summits

The All New Virtual CE Summits will be introduced to you on April 22 and May 13.  We are so pleased to combine the power of a robust online learning course with an interactive Zoom Meeting platform with your instructors on May 13 to discuss the details of the COVID-19 Emergency Response provisions.  Please mark your calendar now.

The Pre-Learning Modules. You will learn all the details of the COVID-19 Canada Emergency Response provisions in the professional online course we have developed for just you. Everything is included:  a comprehensive Knowledge Journal which includes 7 Online Modules complete with Quizzes, Case Studies and Access to EverGreen Explanatory Notes so you will have full and confident knowledge for your conversations with your clients. It’s outstanding detailed content on the tax and financial planning effects of an unprecedented series of events. Your pre-learning materials will be available online April 22.  Mark your calendar to spend a day or two half days to learn the curriculum.

The Virtual CE Summit.  Mark your calendar to join us on May 13 for the interactive Zoom live webinar. Be a live participant in a dynamic half-day session featuring keynotes from our expert instructors and then interact with your peers from across the country as we answer your most pertinent questions. 

Knowledge Bureau President and tax expert Evelyn Jacks will be joined by a number of guest instructors, who will focus on the following topics:

  • NEW TAX MEASURES IN 2020 PANDEMIC RESPONSE – ANALYSIS AND COMMENTARY
  • THE BUSINESS OWNER’S DILEMMA:   JOB TERMINATION IN A PANDEMIC
  • PRE-PLANNING GETTING EMPLOYMENT CONTRACTS AND YOUR BUSINESS CONTINUITY RIGHT
  • PERSONAL PENSION PLANNING
  • TAX EFFICIENT GLOBAL INVESTMENT STRATEGIES IN 2020
  • LOSS DEDUCTIBILITY:A DEEPER DIVE
  • THE WAKE-UP CALL:ADDING PEACE OF MIND TO PoA AND WILL PLANNING

Start with Chair Pilates!  You’ll love this twist: the live webinar on May 13 will kick off with Chair Pilates, followed by 30-minute sessions that will include 20-minute presentations and 10 minutes for Q&A and polling.

Earn your CE Credits.  10 CE credits are available to participants, and each registrant must answer the poll questions/evaluations to be eligible for CE.

The Price is Right. As a special introductory offer, when you register by April 17, you pay only $395. Ask your whole office to join in.  The individual team add-on rate is  $195. Each additional team member will also earn their CE Credits and be provided with the online course, quizzes and cases.

A VIP Designate Rate. Knowledge Bureau Designates pay only $295 – but only if you register by April 17. Those previously registered for our live spring CE Summit events will receive a credit for future studies for amounts paid above these low introductory rates for the New Virtual CE Summits.  Or apply the credit to invite your team.

Remember:  After April 17, the $695 regular fees apply for everyone.

Stay tuned as we release more information on the agenda and topics to be covered on this online event in the upcoming days.

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