Join Us for the First Seminar!

In-Person Viewing Only
4:00 pm - 5:30 pm ET     
Aird & Berlis LLP, 1800-181 Bay Street, Toronto

MODERATOR & SPEAKERS

Harmanjit Mavi

JD/MBA, TEP, Toronto
Davies Ward Phillips & Vineberg LLP

Matthew Cho

CPA, CA, TEP, Toronto
Cadesky Tax

Alex Lee

CPA, CA, MTax, Markham
TD Wealth

Audrey Miller

MSW, RSW, Toronto
Elder Caring Inc.

Dr. Sara Mitchell

MD, FRCPC, MPH, Toronto
Sunnybrook Health Sciences Centre

Kimberly Whaley

CS, LLB, LLM, TEP, Toronto
WEL Partners

The panel (including, a financial planner, a lawyer, an accountant, and a specialist in geriatric medicine) will address key concerns in planning for a client who has been diagnosed with neurodegenerative disease (Alzheimer’s dementia, Parkinson’s, ALS, etc.) and issues and options in planning for their care and succession. 

Individual Seminar Pricing: Members / Inactive Student $100 | Active Students/Affiliates/Associates $55 | Non-Member $145

IMPORTANT NOTICES:

1. On-demand viewing is available for branch bundle registrants. For more information on the STEP Toronto Branch 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.