Webinars on Demand: Financial Management

Envelope Savings Challenge (LIVE)

November 22, 2023 12:00 PM - 1:00 PM

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, [...]

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 [...]

Money Smarts & Financial Habits to Teach your Teenager

September 27, 2023 12:00 PM - 1:00 PM

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 [...]

Minimizing Tax Pain for OCA Business Owners

June 21, 2023 12:00 PM - 1:00 PM

Join our financial education partners, Enriched Academy with SRJCA to learn how to take advantage of all the available deductions and benefits available to small business owners. Learning Outcomes: a. How to fully utilize available tax deductions and credits. b. Audit triggers and valuable tips for record keeping. c. When a small business should incorporate [...]

Mortgages and The Home Buying Process

May 17, 2023 12:00 PM - 1:00 PM

The decision to buy a home is one of the most important decisions you will ever make, and the process is a little complicated and comes with its own language and rules. It's imperative you understand the ins and outs so you can avoid surprises and ensure you get the best available home for your [...]

Your Foundation for Wealth

April 19, 2023 12:00 PM - 1:00 PM

Proven techniques for managing cashflow and getting your household budget on track — and keeping it on track over the long run. If you tried budgeting before and had no success, or you're just tired of not knowing where your money goes every month, this session will help you gain control of your finances. Key [...]

Continuing our Personal Finance Mastery Series – Did you know Canada has the highest financial advisor fees in the world? If you don’t know what your advisor is charging you every year, or where exactly you are invested/what your advisor is doing with your money, or even how to find an advisor with transparent fees [...]

Tax Savings Strategies, TFSAs & RRSPs

February 15, 2023 12:00 PM - 1:00 PM

This session offers an introduction to Canada's tax structure and highlights many deductions and tax credits available to lower your taxes. It will also explain the basics of the Tax-Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP) and how they can be used to invest your money and cut your tax bill. [...]

Debt Elimination Action Plan

January 18, 2023 12:00 PM - 1:00 PM

This webinar will teach you the facts about debt, help turn your “debt-blues” into a more positive mindset, and build your knowledge, motivation, and commitment to attack your debt. It will also discuss 1) why spending and managing the money you have is a lot more important than raising your income; 2) compound interest; and [...]

In this webinar, we discuss valuation methods, tax efficient strategies and organizational structure. Whether you are an investor or a seller, this presentation will outline the components of practice value and the importance of understanding the types of goodwill that determines a practice's value. Speaker Shayan Rashid, CPA, CA, SRJCA Patrick McCabe, Chartered Business Valuator, [...]