Join Us for the Next Seminar!

In-Person Viewing Only
4:00 pm - 5:30 pm ET
Venue: KPMG LLP, Suite 1800, 150 Elgin Street, Ottawa

SPEAKERS

Steve Gobel

CFP, RFP, CEA, TEP, Ottawa
Gobel, Sampson & Associates Private Wealth Management

Craig McIntyre

CPA, CMA, CFP, TEP, Ottawa
IG Wealth Management

Business owners navigating succession and exit planning often face a web of financial, tax, and emotional complexities. This session examines how a holistic, multidisciplinary approach – a Private Wealth Planning Experience – can unlock more effective outcomes for entrepreneurial families. Using a case study and financial planning tools, we’ll demonstrate how coordinated advice across disciplines can help preserve wealth and support meaningful legacy goals. We’ll also highlight emerging strategies in wealth management that may offer fresh perspectives to practitioners in legal and accounting roles.

Individual Seminar Pricing: Members $170 | Active Students/Affiliates/Associates $125 | Non-Member $210

IMPORTANT NOTICES:

1. Live online viewing will be available for branch bundle registrants. For more information on the STEP Ottawa 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.

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