2025-26 Branch Seminars & Events
BEST VALUE:
Interested in attending three or more of the Bundle Seminars listed below? Register for the Branch Bundle and receive access to all six local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
SEPTEMBER 2025
SEPTEMBER SHOWCASE - SEPARATE FROM BUNDLE
THURSDAY
September 25, 2025
4:00 pm - 7:00 pm CT
September Showcase
Members and Students Social Event
Venue: SMITH Restaurant - Inn at the Forks, 75 Forks Market Rd, Winnipeg
OCTOBER 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
October 14, 2025
12:00 pm - 1:30 pm CT
Legacy of Giving: Estate Planning for Charitable Impact
Florence Carey, LLB, ICD.D, TEP, Winnipeg: F I Carey Law Corporation
Janice Feuer, BEd, Winnipeg: CancerCare Manitoba Foundation
Ali Spinner, FCPA, FCA, TEP, Toronto: Crowe Soberman LLP
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
NOVEMBER 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
November 25, 2025
12:00 pm - 1:30 pm CT
Cottage Succession: Where Family Dynamics Meet Tax Realities
Caroline Kiva, LLB, TEP, Winnipeg: Fillmore Riley LLP
Murray Palay, LLB, TEP, Winnipeg: Quadrant Private Wealth
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
JANUARY 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
January 13, 2026
12:00 pm - 1:30 pm CT
Navigating Legal and Tax Pitfalls in Trust Planning
Amanda Doucette, LLB, LLM, TEP, Saskatoon: Stevenson Hood Thornton Beaubier LLP
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
FEBRUARY 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
February 17, 2026
12:00 pm - 1:30 pm CT
2026 Tax Update – Impact of Latest Tax Changes on Estate Planning
Kevyn Nightingale, LLM, CPA, CA, CPA (IL), TEP, Toronto: Levy Salis LLP
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
MARCH 2026
NETWORKING EVENT - SEPARATE FROM BUNDLE
THURSDAY
March 5, 2026
4:30 pm - 6:30 pm CT
Come "Tap Us" for Ideas & Insights Networking Event
Members and Students Networking Event
Venue: Cordova Tapas & Wine, 93 Albert St, Winnipeg
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
March 17, 2026
12:00 pm - 1:30 pm CT
Administration, Valuation, and Taxation of Trusts & Estates with New Property
Sara Adami-Johnson, Esq, PhD, LLM, JD, CFP, TEP, Kelowna: RBC Family Office
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
MAY 2026
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
May 5, 2026
12:00 pm - 1:30 pm CT
Between a Rock and a Hard Place: Navigating Taxation and Litigation in Estate Administration & Annual Branch Meeting
Leilani Kagan, KC, Winnipeg: Thompson Dorfman Sweatman LLP
Venue: Bergmann's on Lombard, Suite 620, 167 Lombard Avenue, Winnipeg
JUNE 2026
STUDENT EVENT - SEPARATE FROM BUNDLE
THURSDAY
June 11, 2026
6:00 pm - 10:00 pm CT
Student Networking Event - Winnipeg Goldeyes vs. Cleburne Railroaders
Venue: Blue Cross Park, One Portage Ave. E, Winnipeg
BEST VALUE:
Interested in attending three or more of the Bundle Seminars listed above? Register for the Branch Bundle and receive access to all six local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.