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 six 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
WEDNESDAY
September 17, 2025
4:00pm - 7:30pm ET
September STEPping Out Social
Complimentary Member and Student Social Event
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
OCTOBER 2025
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
October 15, 2025
4:00pm - 5:30pm ET
Recap of Important Estate Cases 2024/2025
Leanne Storms, LLB, Ottawa: Storms Law LLP
Eric Lay, LLB, Ottawa: Storms Law LLP
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
NOVEMBER 2025
STUDENT EVENT - SEPARATE FROM BUNDLE
THURSDAY
November 13, 2025
5:30pm - 7:00pm ET
Student Social Event - 'A Toast to Treachery'
Complimentary to All STEP Ottawa Students!
Venue: 1505 Laperriere Ave, Lower Level, Ottawa
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
November 19, 2025
4:00pm - 5:30pm ET
Estate Planning for Digital Assets
Anna Mouland, San Francisco: Bequest.com
Debbie Stanley, MTI, CEA, TEP, Toronto, ETP Canada
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
DECEMBER 2025
SOCIAL EVENT - SEPARATE FROM BUNDLE
WEDNESDAY
December 10, 2025
5:00pm - 7:30pm ET
Holiday Social - Jingle & Mingle!
Member and Student Social Event
Venue: TD Wealth, 360 Albert Street, Suite 1600, Ottawa
JANUARY 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
January 21, 2026
4:00pm - 5:30pm ET
The Role the Doctrine of Mutual Wills plays in the Drafting of Wills for Couples and Blended Families
Douglas Buchmayer, LLB, TEP, Ottawa: Gowling WLG (Canada) LLP
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
FEBRUARY 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
February 18, 2026
4:00pm - 5:30pm ET
Philanthropic Considerations for Business Owners
Malcolm Burrows, Toronto: Head, Philanthropic Advisory Service, Scotia Wealth Management
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
MARCH 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
March 18, 2026
4:00pm - 5:30pm ET
Strategic Transitions: Integrating Wealth, Estate, and Succession Planning for Business Owners
Steve Gobel, CFP, RFP, CEA, TEP, Ottawa: Gobel, Sampson & Associates Private Wealth Management
Craig McIntyre, CPA, CMA, CFP, TEP, Ottawa: IG Wealth Management
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
MAY 2026
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
May 6, 2026
4:00pm - 5:30pm ET
Premortem Tax Planning & Annual Branch Meeting
Dan Dwyer, CPA, CA, Windsor: KPMG LLP
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa
BEST VALUE:
Interested in attending three or more of the Bundle Seminars listed above? Register for the Branch Bundle and receive access to all six local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.