Join Us for Our First Seminar!
In-Person Viewing Only
Seminar - 3:00 pm - 5:00 pm PT | Social - 5:00 pm - 7:00 pm PT
BDO Kelowna, Suite 400, 1631 Dickson Avenue, Kelowna
Followed by a Social Event
SPEAKERS
William Pao
Don Woods
Kelly Watson
Join our panel while they discuss complex estate administration issues and how to navigate your clients through these issues. Our panel will cover a wide variety of complex estate administration topics that have been suggested by STEP Okanagan members. This seminar will be followed by a social and networking event immediately afterwards. Students and new TEPs are welcome and encouraged to attend. Come meet and network with other Okanagan estate and trust practitioners.
Individual Seminar Pricing: Members $100 | Active Students/Affiliates/Associates $75 | Non-Member $150
IMPORTANT NOTICES:
1. On-demand viewing is available for chapter bundle registrants. For more information on the STEP Okanagan Chapter Bundle, click here. Individual seminar registration provides access to the in-person seminar only.
2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.
A big thank you to our dedicated sponsors for their continued support.
Click here to discover more about these organizations!