Note:
All of our live webinars are recorded and available on demand within a day of the session. If you are not able to watch the webinar live, you can watch the recording at your convenience.
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October 2025 Webinars
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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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$49.00Overview 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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$150.00A 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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