Courses
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$99.00Market Update, Estate Planning, AMT, Trusts & Insurance: Webinar with RBC
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$49.00Joint Ventures – What are they? What happens when things go wrong?
Joint ventures are an increasingly popular business format, particularly in time-limited or project-specific investments. But what really is a joint venture?
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$225.00Transitioning Accounting & Tax Practices: Succession Planning, Buying and Selling
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$49.00Demystifying AI
AI is reshaping financial services—but how can accountants and financial advisors make the most of it? This session covers practical applications from streamlining operations to enhancing decision-making.
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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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$69.00Break Free From Perfectionism and Thrive
This course is designed to help you break free from the stress, self-doubt, and exhaustion that perfectionism creates. You don’t have to work harder, do more, or prove yourself to be worthy. Join us and learn how to let go of perfectionism.