Courses
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$69.00Goal Setting Reinvented
Discover a simple, neuroscience-informed method for setting and achieving goals in a way that feels authentic, sustainable and aligned with who you want to become.
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$49.00Bare Trust Workshop - Tips and Traps
This workshop will include a discussion of: fundamentals of a bare trust structure, common applications of a bare trust structure, and more.
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$69.00How to Regulate Your Nervous System
Learn how to feel more grounded and centered in times of stress.
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$69.00Redefining Work-Life Balance
If you’re tired of constantly choosing between your work and your life, this course will show you how to create balance in a way that actually works.
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$79.00Estate Planning Gems 2.0
ESTATE PLANNING GEMS is a practical workshop that will address some estate planning solutions from the toolkit of a fee-only estate planner/chartered accountant.
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$170.00Other Assurance Topics
Although many audit standards have not changed since their introduction in 2010, auditors are not meeting the CAS requirements of these standards, leading to inefficiencies and deficiencies.