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Unlock Key Insights for CPAs: Webinar Series

Topics Include: Estate Planning, Referrals, and Succession

Join our exclusive webinar series designed specifically for CPAs looking to deepen their expertise in critical areas like estate planning, referrals, and succession. Earn valuable PD credits while gaining actionable strategies tailored to your practice.

Meet Our Speakers

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Akua Carmichael, LL.B. J.D., TEP

Akua Carmichael is Vice President, Estate Planning & Services. She provides customized estate planning and administration solutions. Akua is a lawyer and has extensive experience in estate law, having previously provided estate planning, administration, and litigation services. She was called to the Ontario Bar in 2006 and is a member of the Law Society of Ontario and the Society of Trust and Estate Practitioners (STEP). Akua also has experience in the wealth management and insurance industries. She is a frequent speaker, writer, and educator on estate and trust issues.

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Peggy Tyers, BBA, CEA

Peggy Tyers is the Director of Business Development at Wealth Stewards Inc., where she guides accountants in enhancing client relationships through wealth management. She holds an Honours Bachelor of Business Administration from Wilfrid Laurier University and became a Certified Executor Advisor in 2019. Previously, as President of 2020 Canada, she worked with CPAs across Canada, the US, and Australia to improve efficiency and profitability. Peggy has served on various boards, spoken internationally on practice management, and leads a group of female business leaders in leadership.

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Ruby Lougheed Yawney, CPA, CA, CKA, Hons. BBA

Ruby is a multi-accredited financial professional (CPA, CA, CKA) with extensive experience in public accounting, business operations, financial planning, and investment banking. She provides businesses and owners with excellent financial advice during critical stages of the business cycle. Ruby is known for her integrity, results, independent thinking, and mutual respect, helping owners make sound decisions in complex situations.

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Marizaan Davids

Marizaan is a dedicated professional with a deep-rooted passion for both people and business. She possesses expertise in holistic financial planning, where she has contributed significantly to the development and training of financial advisors, as well as assisting clients on their journey to financial freedom and peace of mind. Her commitment extends to optimizing efficiency across all facets of her work, aiming to streamline processes and maximize productivity.

Frequently Asked Questions

CPA practitioners or retired CPAs looking to expand their knowledge in estate planning, referrals, and succession.

Gain practical, actionable insights that will help you serve your clients better and prepare your firm for the future. Plus, earn PD credits as you sharpen your skills.

Each session runs for 60 minutes, 40-45 minutes of content with Q&A time at the end to address your specific questions.

Yes, each webinar qualifies for PD credit.

Recordings will be available for those who register.

Schedule an assessment with our team of experts