Courses
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$69.00
Redefining Work-Life Balance
Tired of feeling torn between work demands and personal fulfillment? This empowering course guides professionals to create genuine work-life balance by taking control of their own lives—on their own terms.
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$79.00
Estate 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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$49.00
Using AI to Speed Up Your Writing
During this session, we will comb through the prompting techniques (i.e., the instructions you give to AI) that will ensure you are harnessing AI’s power in a way that speeds up your writing rather than holds it back.
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$49.00
Overview of the Intergenerational Business Transfers Rules
Effective succession planning ensures a smooth transition of leadership and wealth while minimizing tax burdens to protect family wealth and ownership on the transfer of the business to the next generation.
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$150.00
A Refresher on Estate Freeze Planning
Join Kenneth Keung for a 90-minute “Refresher on Estate Freeze Planning” that delves into the technical, practical, and strategic aspects of estate freezes, highlighting key considerations and common pitfalls to avoid.
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$69.00
Quieting Your Inner Critic
In this course, you’ll learn how to shift your relationship with your inner critic, so it no longer runs the show.