2025-26 Chapter Seminars & Events
BEST VALUE:
Interested in attending three or more of the Bundle Seminars listed below? Register for the Chapter Bundle and receive access to all four local hybrid seminars! The Chapter Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
SEPTEMBER 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
September 16, 2025
3:00 pm - 5:00 pm PT
My Not So Simple Estate Round Table
Followed by a social event!
William Pao, CFP, CIM, TEP, Kelowna: Nicola Wealth
Kelly Watson, CPA, CA, TEP, Kelowna: Watson CPA Services Inc
Don Woods, Vancouver: Truvera Trust Corporation
New Venue: BDO Kelowna - Suite 400, 1631 Dickson Avenue, Kelowna
SOCIAL EVENT - SEPARATE FROM BUNDLE
TUESDAY
September 16, 2025
5:00 pm PT
Social Event
New Venue: BDO Kelowna - Suite 400, 1631 Dickson Avenue, Kelowna
NOVEMBER 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
November 25, 2025
3:00 pm - 5:00 pm PT
Incapacity and Disability Planning for Vulnerable Adults
Geoffrey White, LLB, KC, TEP, Kelowna: Geoffrey W. White Law Corporation & Clark Wilson LLP
New Venue: BDO Kelowna - Suite 400, 1631 Dickson Avenue, Kelowna
BUNDLE SEMINAR - VIEWING PARTY
NEW DATE!
MONDAY
December 1, 2025
3:00 pm - 5:00 pm PT
Penticton Viewing Party - Incapacity and Disability Planning for Vulnerable Adults
Network while watching the on-demand recording of the November 25th seminar!
Geoffrey White, LLB, KC, TEP, Kelowna: Geoffrey W. White Law Corporation & Clark Wilson LLP
New Venue: BDO Penticton - Suite 101, 144 Front Street, Penticton
FEBRUARY 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
February 17, 2026
3:00 pm - 5:00 pm PT
Intersection of Family Law and Estate and Trust Planning
Jessica Spelliscy, LLB, Kelowna: Rush Ihas Hardwick LLP
Laurel Hogg, JD, Kelowna: Rush Ihas Hardwick LLP
New Venue: BDO Kelowna - Suite 400, 1631 Dickson Avenue, Kelowna
BUNDLE SEMINAR - VIEWING PARTY
FRIDAY
February 20, 2026
3:00 pm - 5:00 pm PT
Vernon Viewing Party - Intersection of Family Law and Estate and Trust Planning
Network while watching the on-demand recording of the February 17th seminar!
Jessica Spelliscy, LLB, Kelowna: Rush Ihas Hardwick LLP
Laurel Hogg, JD, Kelowna, Vancouver: Heinrichs Richards LLP
New Venue: BDO Vernon - Suite 202, 2706 30th Avenue, Vernon
APRIL 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
April 28, 2026
3:00 pm - 5:00 pm PT
Snowbirds: Considerations for Those Flying South & Annual Chapter Meeting
Mariska Loeppky, CPA, CA, CFP, TEP, Winnipeg: IG Private Wealth Management
New Venue: BDO Kelowna - Suite 400, 1631 Dickson Avenue, Kelowna
BEST VALUE:
Interested in attending three or more of the Bundle Seminars listed above? Register for the Chapter Bundle and receive access to all four local hybrid seminars! The Chapter Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.