Skip to Main Content


There are no events to show

Webinar: Common Estate Planning Pitfalls

May 05, 2022 06:30 PM Central Daylight Time - May 05, 2022 07:30 PM Central Daylight Time

If you would like to watch our recent webinar a second time again, or were unable to attend, please click on the link below to the replay. The theme of the webinar was estate planning. Lauren Vrsnik, a lawyer with Taylor McCaffrey LLP, reviewed the essential documents for a proper estate plan and discussed common pitfalls and how to avoid them.



Webinar: 10 Tax Tips Everyone Should Know

Jan 27, 2022 11:30 PM Central Standard Time - Jan 28, 2022 12:30 AM Central Standard Time

Angela Preteau is a Chartered Professional Accountant and partner in Frostiak & Leslie Charter Professional Accountants Inc. In this interactive webinar she will provide 10 Tax Tips Everyone Should Know. Angela will describe tax strategies that could apply to business owners, professionals, retirees, snowbirds, those impacted by COVID and everyone in between.


Webinar: Tax Tips for Snowbirds

Nov 17, 2021 11:30 PM Central Standard Time - Nov 18, 2021 12:30 AM Central Standard Time

During the Webinar, Tax Tips for Snowbirds,  Angela Preteau, Partner at Frostiak & Leslie Chartered Professional Accountants Inc., specialist in US/Canada cross-border tax issues and certified acceptance agent for the IRS, discussed the tax pitfalls to avoid, and issues most Snowbirds don't realize until its too late.


Click on the RSVP link below to watch the replay.



Webinar: How to Minimize Tax in Retirement

Sep 23, 2021 10:30 PM Central Daylight Time - Sep 23, 2021 11:30 PM Central Daylight Time

Don't pay more taxes in retirement than you need to. During our webinar, our Wealth & Estate Planning Specialist Adam Buss, will provide tips on how to minimize tax in retirement.
In addition, Clinton Orr and Kevin Becker will provide a market update on the current condition of the economy and discuss strategies for turbulent markets.


Click on the RSVP link below to watch a replay of the Webinar


Chat with Clinton and Kevin

Please get in touch with any inquiries or comments. We'd love to hear from you!