Webinars On-Demand

Revisiting the OCA Financial Mastery Program with Enriched Academy and the All-New Learning Management System Join OCA Advance and our good friends at Beyond Law for this webinar to discuss: • Record keeping tips • Report writing tips • When and why your records will be produced • How your records are used by lawyers in the litigation Speaker(s) Heather Bangma - VP Operations, Enriched Academy Original Broadcast October 11, 2023 Watch the Webinar [...]

Join the Enriched Academy team to show you how to get started with your Envelope Savings Challenge! If you're not a natural saver, the envelope challenge could jump-start a savings habit – and make it feel like a game instead of a chore.Once you've established a practice of setting aside money every day for a few months, it'll be easier to do so going forward, and will also change the way you look at budgeting. Speaker(s) Jessica [...]

Many Canadians live paycheque-to-paycheque, have a low savings rate, insufficient retirement funds, and are heavily indebted with both mortgage and consumer debt. Learn to analyze and prioritize your current debts and create an effective, realistic repayment plan with the help of our "Debt Crusher" online tool (you have free access through our online portal). Many people are unaware of just how much their debt is costing them and where to start with a plan of [...]

The decision to buy a home is one of the most important decisions you will ever make, and the process is complicated and comes with its own rules and language, even when renewing your current mortgage. It's imperative you understand all the ins and outs so you can avoid surprises and ensure you get the best available home for your needs and budget. This session will introduce the basic knowledge required to finance/purchase a home [...]

The webinar will help you understand how to minimize the risk of depleting your savings during retirement, how to use your corporation to generate retirement income, and how to plan for long-term care and medical expenses in retirement. It will also touch on optimizing tax strategies and making informed decisions regarding your CPP and OAS benefits. Presenter Richard Skeels - Wealth Advisor, CIBC Original Broadcast June 12, 2024 Watch the Webinar

Financial habits are formed early, and it is difficult to change later in life, which makes the teenage years a great opportunity to get your kids on track for a lifetime of sound financial decision making. If you are a little lost about what to teach your teens when it comes to money or want to save them the experience of learning about financial mistakes the hard way (sometimes with serious, lasting repercussions), make sure [...]