2025-26 Branch Seminars & Events
BEST VALUE:
Interested in attending three or more of the Bundle Seminars listed below? Register for the Branch Bundle and receive access to all four local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
SEPTEMBER 2025
SOCIAL EVENT - SEPARATE FROM BUNDLE
MONDAY
September 15, 2025
1:30 pm - 2:30 pm CST
Professional Insights from STEP Saskatchewan Executive: A Roundtable for STEP Saskatchewan Students
Amanda Doucette, LLB, LLM, TEP, Saskatoon: Stevenson Hood Thornton Beaubier; STEP Saskatchewan Past Chair
Damian McGrath, LLB, TEP, Saskatoon: Solus Trust Company; STEP Saskatchewan Program & Sponsorship Officer
Humphrey Tam, FCPA, FCA, LLB, TEP, Saskatoon: MD Financial Management; STEP Saskatchewan Secretary
Venue: Hybrid Viewing - Online through Zoom or In-Person in the Gallery Room, Saskatoon Club, 417 21st St E, Saskatoon
MONDAY
September 15, 2025
3:00 pm - 5:00 pm CST
Branch Celebration!
Venue: Saskatoon Club, Main Dining Room, 417 21st St E, Saskatoon
OCTOBER 2025
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
October 8, 2025
3:00 pm - 5:00 pm CST
Tax Update: Top Estate and Trust Issues
Kenneth Keung, CPA, CA, CPA (CO, USA), CFP, MTAX, LLB, TEP, Vancouver: Doane Grant Thornton LLP
Venue: Saskatoon Club, 417 21st St E, Saskatoon
NOVEMBER 2025
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
November 5, 2025
3:00 pm - 5:00 pm CST
Death of the Property Owner - Planning with Interests in Real Estate
Tannis Dawson, CPA, CA, CFP, RRC, FEA, TEP, Winnipeg: TD Wealth
Krista Evanisky, JD, TEP, Saskatoon: Clarity Law
Venue: Saskatoon Club, 417 21st St E, Saskatoon
MARCH 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
March 18, 2026
Time TBA
Watch Party - STEP National Conference 2025: Cross-Border Financial Planning for US Persons in Canada
Network while watching the on-demand recording of a 2025 Conference seminar!*
Joan K. Crain, CFP, AED, TEP, Miami: J Crain Consulting
Sébastien Desmarais, TEP LLB, JD (USA), LLL, Ottawa: TD Wealth
Mariska Loeppky, TEP CPA, CA, CFP, Winnipeg: IG Wealth Management
*Note: these were the original panelists from the National Conference session.
Venue: Saskatoon Club, 417 21st Street E, Saskatoon
APRIL 2026
SOCIAL EVENT - SEPARATE FROM BUNDLE
WEDNESDAY
April 8, 2026
1:30 pm - 2:30 pm CST
Talking Trusts with Troy!
Student Social Event
Amanda Doucette, LLB, LLM, TEP, Saskatoon: Stevenson Hood Thornton Beaubier LLP
Troy McEachren, BCL, LLB, TEP, Montreal: McCarthy Tétrault LLP
Venue: Saskatoon Club, 417 21st St E, Saskatoon
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
April 8, 2026
3:00 pm - 5:00 pm CST
A Practitioner's Guide to the Trust Life Cycle: Tax and Best Practices
Troy McEachren, BCL, LLB, TEP, Montreal: McCarthy Tétrault LLP
Venue: Saskatoon Club, 417 21st St E, Saskatoon
MAY 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
May 6, 2026
3:00 pm - 5:00 pm CST
Snowbirds and US Property Owners & Annual Branch Meeting
Mariska Loeppky, CPA, CA, CFP, TEP, Winnipeg: IG Private Wealth Management
Venue: Saskatoon Club, 417 21st St E, Saskatoon
BEST VALUE:
Interested in attending three or more of the Bundle Seminars listed above? Register for the Branch Bundle and receive access to all four local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.