2026-27 Chapter Seminars & Events
BEST VALUE:
Maximize your professional development and simplify your registration with the Chapter Bundle! With an all-in-one registration, enjoy convenient access to a full series of local seminars featuring expert-led technical content, valuable networking opportunities, and CPD/CE credits throughout the program.
SEPTEMBER 2026
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
WEDNESDAY
September 23, 2026
5:00 pm – 7:00 pm ET
Special Welcome Back Kick-Off Event
Complimentary to STEP Southwestern Ontario members, students, and non-member industry professionals
Technical Seminar: The Hospital Is Too Late: What an ER Physician Teaches Us About Powers of Attorney for Personal Care.
Dr. Laura Shoots, MD, MSc, Hamilton: Take Care Together
Venue: Highland Country Club, 1922 Highland Heights, London
OCTOBER 2026
BUNDLE SEMINAR - LOCAL EVENT
In-Person Only
WEDNESDAY
October 28, 2026
8:30 am – 12:00 pm ET
Half Day Event:
Estate Planning That Survives Scrutiny
Technical planning decisions that must hold up at death, audit, and administration
Refreshments and snacks provided
Session 1: Probate Planning in 2026: What Still Works and What Now Creates Risk
Moderator: Tammy Buss, CFP, FEA, TEP, London: BlueRoots
Speakers:
Joseph Diletti, JD, TEP, Toronto: Miller Thomson
Sarah Hallman-Krul, JD, Waterloo: Miller Thomson
Joan Jung, JD, TEP, Toronto: Miller Thomson
Session 2: Digital Estate Planning: The Missing Piece in Modern Estate Plans
Dmitri Pasricha, Waterloo: TechSet
Session 3: Engaging the Next Generation Without Giving Away Control
Moderator: Tammy Buss, CFP, FEA, TEP, London: BlueRoots
Speakers:
John D'Amato, BA, Toronto: Concentra Trust
Chris Delaney, LLB, FEA, CFP, TEP, London: Scotia Wealth Management
Venue: Miller Thomson, Suite 300, 115 King Street S, Waterloo
FEBRUARY 2027
NATIONAL COURSE - SEPARATE FROM BUNDLE
In-Person Only
FRIDAY
February 26, 2027
8:00 am – 5:00 pm ET
National Full-Day Course:
Taxation at Death and Post Mortem Planning
Chris Ireland, CPA, CA, TEP, Vancouver: Tellian Management Co. Ltd.
Kenneth Keung, CPA, CA, CPA (Colorado) CFP, MTax, LLB, TEP, Victoria: Doane Grant Thornton LLP
Venue: Cambridge - TBA
MARCH 2027
BUNDLE SEMINAR - LOCAL EVENT
In-Person Only
WEDNESDAY
March 3, 2027
8:30 am – 12:00 pm ET
Half Day Event:
Administration, Compliance & Continuity
When good plans meet real-world execution
Refreshments and snacks provided
Session 1: Estate Administration Reality Check: Fiduciary Accounting, CRA & Operational Risk
Jandy John, BA, TEP, Toronto: Concentra Trust
Session 2: Trust Reporting & Compliance: What Advisors Must Get Right Now
Ray Adlington, LLB, MBA, Woodstock: Adlington Law
Session 3: Educating the Next Generation: Preparing Future Trustees, Shareholders & Decision-Makers
Moderator: Tammy Buss, CFP, FEA, TEP, London: BlueRoots
Speakers:
Jandy John, BA, TEP, Toronto: Concentra Trust
Leslie Quinsay, BSc, Oakville: Advanced Measurement & Analysis Group
Venue: BlueRoots, 102-100 Wellington Street, London
MAY 2027
SOCIAL EVENT - SEPARATE FROM BUNDLE
In-Person Only
WEDNESDAY
MAY 5, 2027
4:00 pm – 6:00 pm ET
Social Event & Annual Chapter Meeting
Complimentary to STEP Southwestern Ontario members and students
Venue: BlueRoots, 102-100 Wellington Street, London
BEST VALUE:
Maximize your professional development and simplify your registration with the Chapter Bundle! With an all-in-one registration, enjoy convenient access to a full series of local seminars featuring expert-led technical content, valuable networking opportunities, and CPD/CE credits throughout the program.