2024-25 Branch Seminars & Events
REGISTER TODAY:
To view any of the online seminars listed below, members and practitioners are invited to register for the STEP Toronto Online Branch Bundle. The Branch Bundle is comprised of six seminars worth of lively in-depth technical content, accessible online viewing options, and valuable continuing education (CPD/CE) credits, our members and industry professionals will have numerous opportunities to enhance their knowledge.
Please note that all Bundle seminars are online and individual seminar registration is not available.
SEPTEMBER 2024
SOCIAL EVENT - SEPARATE FROM BUNDLE
WEDNESDAY
September 17, 2024
5:30 pm - 8:00 pm ET
Welcome Back Reception
Complimentary to Members & Students
Venue: CI Private Wealth, 15 York Street
OCTOBER 2024
BUNDLE SEMINAR - ONLINE ONLY
must be registered for the 2024-25 STEP Toronto Branch Bundle
TUESDAY
October 1, 2024
12:00pm - 1:30pm ET
Insurance Audits: When It’s Time to Have Your Client’s Insurance Plan Reviewed
Moderator: Jonah Mayles, LLB, TEP, Toronto: Sterling Park Financial Group
Hemal Balsara, CPA, CA, CFP, FEA, TEP, Toronto: Manulife
Florence Marino, LLB, TEP, Waterloo: Tompkins Insurance
NOVEMBER 2024
BUNDLE SEMINAR - ONLINE ONLY
must be registered for the 2024-25 STEP Toronto Branch Bundle
MONDAY
November 18, 2024
12:00pm - 1:30pm ET
Communicating with Clients: Discussion Regarding Use of Language When Speaking to Clients About Gender, Illness, and Mental Illness
Moderator: Marni Pernica, LLB, TEP, Toronto: Aird & Berlis LLP
Margaret O'Sullivan, LLB, TEP, Toronto: O'Sullivan Estate Lawyers
Dr. Chantal Perrot, AB, MD, CCFP, FCFP, MDPAC(C), Toronto: Dying With Dignity Canada
Demetre Vasilounis, JD, TEP, Toronto: Fasken LLP
Accredited by the Law Society of Ontario
This seminar contains 1 hour 15 minutes of professionalism content & 15 minutes of EDI professionalism content.
STUDENT SOCIAL EVENT - SEPARATE FROM BUNDLE
MONDAY
November 18, 2024
5:30 pm - 7:30 pm ET
Student Social Event
Venue: The Rec Room, Roundhouse Park, 255 Bremner Blvd, Toronto
JANUARY 2025
SOCIAL EVENT - SEPARATE FROM BUNDLE
MONDAY
January 20, 2025
5:30 pm - 8:00 pm ET
Blue Monday Social Event
Member & Student Social Event
Venue: BMO
BUNDLE SEMINAR - ONLINE ONLY
must be registered for the 2024-25 STEP Toronto Branch Bundle
MONDAY
January 27, 2025
12:00pm - 1:30pm ET
Have You Done Your Succession Planning: Succession Planning for Professionals - How to Advise Yourself and Your Professional Clients
Moderator: Henry Shew, CPA, CA, LLM, CPA (WA), Macc, TEP, Markham: Our Family Office
Adam Morke, CPA, CA, TEP, Toronto: Stern Cohen LLP
FEBRUARY 2025
NATIONAL COURSE - SEPARATE FROM BUNDLE
THURSDAY
February 6, 2025
8:30am - 4:30pm ET
National Full-Day Course:
Advising Executors from Death Certificate to Clearance Certificate
BUNDLE SEMINAR - ONLINE ONLY
must be registered for the 2024-25 STEP Toronto Branch Bundle
MONDAY
February 24, 2025
12:00pm - 1:30pm ET
Family Trusts and Family Law: Family Lawyers Answer Our Burning Questions
Moderator: Jessica Feldman Chittley, LLB, TEP, Toronto: Bales Beall LLP
Kristine Anderson, LLB, Toronto: Fern Law
Pia Hundal, LLB, LLM, Toronto: Bales Beall LLP
MARCH 2025
SOCIAL EVENT - SEPARATE FROM BUNDLE
FRIDAY
March 21, 2025
6:00 pm - 9:00 pm ET
Student Social Event
Student Social Event
Venue: PwC Canada LLP, 18 York Street, Suite 2600, Toronto
BUNDLE SEMINAR - ONLINE ONLY
must be registered for the 2024-25 STEP Toronto Branch Bundle
MONDAY
March 24, 2025
12:00pm - 1:30pm ET
How to Plan for Assets Across Canada: A Deep Dive into What to do When Your Clients Own Assets in BC, Quebec, and Nova Scotia
Moderator: Emily Hubling, JD, TEP, Toronto: Fasken LLP
Catherine Kim, JD, LLB, Vancouver: Boughton Law
Troy McEachren, BCL/LLB, TEP, Montreal: Miller Thomson LLP
Anne McFarlane, TEP, Halifax: Cox & Palmer
APRIL 2025
BUNDLE SEMINAR - ONLINE ONLY
must be registered for the 2024-25 STEP Toronto Branch Bundle
MONDAY
April 21, 2025
12:00pm - 1:30pm ET
The Estate Advisor’s Window To The World: What to Do When Your Client Dies Intestate With Assets Abroad
Moderator: Harmanjit Mavi, JD/MBA, TEP, Toronto: Davies Ward Phillips & Vineberg LLP
Line-Alexa Glotin, Paris, France: UGGC Avocats
Tania Corina Lechuga Rivera, LLM, Ciudad de México, Mexico: Garrigues
Abel Francisco Mejía Cosenza, LLM, Queretaro, Mexico: Garrigues
Anthony Partridge, LLB, TEP, Grand Cayman, Cayman Islands: Ogier
Sathees Ratnam, CPA, CA, TEP, Toronto: PwC Canada
SOCIAL EVENT - INCLUDED IN BUNDLE
must be registered for the 2024-25 STEP Toronto Branch Bundle
NEW DATE & TIME
THURSDAY
April 24, 2025
5:00 pm - 7:00 pm ET
Bundle Bash Social Event
Branch Bundle Delegate Social Event
Venue: TD Bank Tower, 54th floor, Lambert Boardroom, 66 Wellington Street West, Toronto
MAY 2025
SOCIAL EVENT - SEPARATE FROM BUNDLE
WEDNESDAY
May 14, 2025
5:30 pm - 8:00 pm ET
Year-End Social Event & Annual Branch Meeting
Member & Student Social Event
Venue: TBC
REGISTER TODAY:
To view any of the online seminars listed below, members and practitioners are invited to register for the STEP Toronto Online Branch Bundle. The Branch Bundle is comprised of six seminars worth of lively in-depth technical content, accessible online viewing options, and valuable continuing education (CPD/CE) credits, our members and industry professionals will have numerous opportunities to enhance their knowledge.
Please note that all Bundle seminars are online and individual seminar registration is not available.
