Join Us for the Next Seminar!

*The speakers listed below are the original panelists from the National Conference session and will only appear in the video recording.

Join STEP Saskatchewan members and proessionals for a special Watch Party!

Together we will watch a recording of the 2025 National Conference session, Cross-Border Financial Planning for US Persons in Canada. This session addresses unique challenges for financial advisors in estate planning and administration for US persons or Canadians with US family members, including:

• The impact of the SECURE Act on US pension plans (IRAs and 401(k)s) and coordinating with RRSPs, RRIFs, and RPPs;
• Dealing with cross-border bank and investment accounts and compliance considerations;
• Cross-border practical issues with financial institutions during the administration of an estate;
• Corporate-owned life insurance, including the impact of the Connelly v. United States decision; and
• Is the death benefit of a life insurance policy received tax-free?

Individual Seminar Pricing: Members $100 | Active Students/Affiliates/Associates $75 | Non-Member $125

IMPORTANT NOTICES:

1. This watch party is included in the 2025-26 Branch Bundle. For more information on the STEP Saskatchewan 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.

THANK YOU TO OUR FOOD & BEVERAGE SPONSOR

A big thank you to our dedicated sponsors for their continued support.

Click here to discover more about these organizations!