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.
July 2025 Webinars
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$49.00Risk Management in Purchase Agreements
This presentation will offer practical guidance on risk management tools commonly found in purchase agreements. We’ll cover key topics - such as purchase price adjustments, earn-outs, deferred payment mechanisms and indemnities.
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$49.00Preparing Businesses for Sale - Accounting & Financial Readiness
This course will cover: cleaning up financials before a sale, improving financial reporting & controls, proactively addressing tax/accounting concerns which may impact deal value and creating financial narratives for potential buyers.
September 2025 Webinars
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$49.00Crystal-Clear Writing: Five Techniques to Avoid Ambiguity
This webinar will cover five techniques for drafting clear emails & documentation. By applying these techniques, you will ensure that your clients & colleagues can fully understand your written communication, even when your subject matter ...
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$69.00Navigating Uncertainty With Resilience and Clarity
Uncertainty doesn’t have to send you into spiraling or overdrive. In this course, you will learn how to meet the unknown with steadiness, clarity, and self-trust, and come out stronger on the other side.
October 2025 Webinars
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$69.00Redefining 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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$79.00Estate 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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$49.00Using 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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$49.00Overview 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.
November 2025 Webinars
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$69.00Quieting 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.
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$69.00From Self-Doubt to Self-Confidence
Do self-doubt and hesitation prevent you from achieving your goals or advocating for yourself? This transformative course empowers professionals to shed self-doubt and build genuine confidence that lasts.
December 2025 Webinars
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$69.00Managing High-Functioning Stress & Anxiety
Are you thriving on the outside but feeling overwhelmed by stress and anxiety on the inside? This course is designed to help high-achieving professionals manage stress and anxiety using mind-body techniques that don’t require meditation.
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$150.00What’s New in Tax
This 90-minute webinar will cover recent developments in corporate, individual and trust taxation that you should be aware of when advising private clients.
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$69.00Boundaries That Stick
Struggling to say no or protect your time ? This course is designed to help high-functioning professionals set and hold boundaries with more confidence and less guilt.