Advisor education provides relief for worried investors

    The Distinguished Advisor Conference To Provide "The Best New Thinking"
    For Leading Financial Advisors and Accountants

WINNIPEG, Sept. 17 /CNW/ - Explosive headlines about financial crisis, bank failures, fraud and theft have dominated the media recently, but with the release of the final curriculum for a leading strategic educational conference for top advisors in financial services, worried investors can rest assured that there are many professionals willing to invest in themselves to help their clients better manage and grow their wealth.

The Knowledge Bureau, Canada's leading educator of financial professionals, will host the 6th Annual Distinguished Advisor Conference, November 8 to 11 in Tucson, Arizona. The theme of the conference is Leadership and Opportunity in Turbulent Times. More than 100 of Canada's top advisors in the accounting and financial services will meet in Arizona for four days with one objective in mind -to better steward clients' wealth with technical readiness and proactive, empathetic leadership in unpredictable times.

"In the last year and a half, our financial world has changed dramatically," says Evelyn Jacks, President of the Knowledge Bureau. "Today's top professional advisors know that now, more than ever, they need to invest in themselves by taking advantage of the most current thinking available on today's critical path to financial recovery, in order to advise their clients effectively. And, with our good financial fundamentals, it is entirely appropriate that a Canadian delegation should lead through an advanced educational solution."

That's where the Distinguished Advisor Conference plays an important role. Delegates who attend will benefit from a superior strategic educational experience featuring 18 leading speakers on the timeliest topics -both technical and relational-over three days of sessions. They will have the opportunity to participate in vibrant discussions addressing all aspects of client service and be challenged to consider:

    -   innovative approaches to better understanding clients and their needs
        in today's economic climate
    -   critically important economic insights leading to new investment
    -   the foreign real estate their retiring clients may be investing in,
        and the impact of currency and the recent crisis in the US real
        estate marketplace on those decisions
    -   how to grow and manage "family offices" to better serve affluent
    -   the role of tax efficient philanthropy in planning succession
    -   business transition and its effects on new and existing business
        owners and their families.

In addition, sessions on how to be a more communicative and empathetic advisor will be presented alongside a special session dedicated to recent changes to regulation and compliance guidelines. Rounding out the conference will be new marketing and business development ideas for today's new team-based advisor and their busy clients. A complete list of dynamic topics and speakers can be found at, together with a registration package.

"Financial advisors will be engaged - and challenged to think about the future - at the Distinguished Advisor Conference," says Jacks. "It's an intimate and fast-paced think tank for top performers to share their knowledge and insights, interact with cutting edge experts and take their service levels to new heights."

Interested delegates to the Distinguished Advisor Conference, who have not yet registered may do so by contacting the Knowledge Bureau toll free at 1-866-953-4769.

About The Knowledge Bureau

As Canada's leading financial educational institution and publisher, The Knowledge Bureau takes a proactive approach to training the 21st century advisor practicing in the tax and financial services. By providing continuing professional development from the perspective of Real Wealth Management(TM), The Knowledge Bureau is pioneering a new approach to the decisions advisors and their clients make about managing their money. For more information, please visit


For further information: For further information: To arrange to speak with Evelyn Jacks, arrange for a media pass or for further information, please contact Kerry Breeze at (416) 829-1727 or by email at

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