Saturday, September 30th, 2023

Mackenzie conference report

In May 2011 I attended Mackenzie University, a full-day professional development seminar and in September 2011 I attended the annual Mackenzie Due Diligence conference, a full-day session where several money managers and tax and estate planning experts provide perspectives, updates and educational content.  In no particular order, here are some notes I made, divided by […]