2024-25 Branch Seminars & Events
BEST VALUE:
Interested in attending more than two of the Bundle Seminars 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 2024
COMPLIMENTARY SOCIAL EVENT
WEDNESDAY
September 18, 2024
4:30 pm – 6:30 pm ET
September Stepping Out Social
Members and Students Social Event
Venue: TD, 1600-360 Albert Street, Ottawa
OCTOBER 2024
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
October 16, 2024
4:00 pm – 5:30 pm ET
Power Struggles: Navigating Administrative Hurdles with POAs
Nicole Ewing, LLB, CLU, TEP, Ottawa: TD Wealth
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
NOVEMBER 2024
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
November 6, 2024
4:00 pm – 5:30 pm ET
Understanding the Mechanics: Registered Plans and Pensions in Estate Planning
Paul Taylor, LLB, TEP, Ottawa: Borden Ladner Gervais LLP
Venue: CIBC Wood Gundy, 2100-150 Elgin Street, Ottawa
DECEMBER 2024
COMPLIMENTARY SOCIAL EVENT
WEDNESDAY
December 4, 2024
5:00 pm – 8:00 pm ET
Holiday Social
Members and Students Social Event
Venue: CIBC Wood Gundy, Suite 2100, 150 Elgin Street, Ottawa
JANUARY 2025
NATIONAL COURSE - SEPARATE FROM BUNDLE
WEDNESDAY
January 15, 2025
8:30 am - 4:30 pm ET
National Full-Day Course:
Advising Executors from Death Certificate to Clearance Certificate
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
January 22, 2025
4:00 pm – 5:30 pm ET
Empowering Entrepreneurs: Insurance solutions and Wealth Planning for Business Owners
Jeannie Lim, CPA, CA, MMPA, TEP, Toronto: Manulife
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
COMPLIMENTARY SOCIAL EVENT
WEDNESDAY
January 29, 2025
5:00 pm – 8:00 pm ET
Student Social Event
Venue: JOEY Rideau, 50 Rideau St, E106, Ottawa
FEBRUARY 2025
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
February 12, 2025
4:00 pm – 5:30 pm ET
Navigating the CRA: Essential Insights for Advisors
Dean Blachford, LLB, BCL, Ottawa: Blachford Tax Law
Spencer Brooks, CPA, CA, TEP, Ottawa: Hendry Warren LLP
Venue: BLG LLP, 1300-100 Queen Street, Ottawa
MARCH 2025
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
March 19, 2025
4:00 pm – 5:30 pm ET
Cross-Border Estate Planning: Considerations for US Assets, Clients and Beneficiaries
Britta McKenna, JD, Buffalo: Hodgson Russ LLP
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
MAY 2025
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
May 14, 2025
4:00 pm – 5:30 pm ET
Smooth Sailing: Strategies for Wealth Planning and Transition Success & Annual Branch Meeting
Geoff Saab, CPA, CA, CFA, CFP, TEP, Ottawa: Doherty & Associates
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
BEST VALUE:
Interested in attending more than two of the Bundle Seminars 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.
