2024-25 Chapter Seminars & Events

BEST VALUE: 
Interested in attending more than three of the Bundle Seminars below? Register for the Chapter Bundle and receive access to all four local hybrid seminars! The Chapter Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.

SEPTEMBER 2024

TUESDAY
September 24, 2024

BUNDLE SEMINAR - LOCAL EVENT
Special Double-Up Afternoon - In-Person Only

Venue: Delta Armouries London - 325 Dundas St, London

1:00 pm – 2:30 pm ET

Life Insurance Ownership – Is There A Sweet Spot?

Florence Marino, LLB, TEP, Waterloo: Tompkins Insurance

2:30 pm – 4:00 pm ET

Maximizing Estate Planning with Beneficiary Designations

Jennifer Butkus, JD, London: McKenzie Lake Lawyers 

4:00 pm – 6:00 pm ET

Social reception

FEBRUARY 2025

BUNDLE SEMINAR - LOCAL EVENT

TUESDAY
February 11, 2025
4:00 pm – 6:00 pm ET

Corporate Reorganizations and Life Insurance

Raymond Adlington, LLB, MBA, London: Miller Thomson LLP

Venue: KPMG London, 1400-140 Fullarton St, London

MARCH 2025

NATIONAL COURSE - SEPARATE FROM BUNDLE

WEDNESDAY
March 4, 2025
8:30 am – 4:30 pm ET

National Full-Day Course:
Advising Executors from Death Certificate to Clearance Certificate

MAY 2025

BUNDLE SEMINAR - LOCAL EVENT

TUESDAY
May 13, 2025
4:00 pm – 6:00 pm ET

Unlocking Opportunities: Transferring Foreign Pensions to Canada on a Tax-Deferred Basis

Curtis Davis, FCSI, CFP, TEP, Hamilton: Manulife Financial

Venue: KPMG London, 1400-140 Fullarton St, London

BEST VALUE: 
Interested in attending more than three of the Bundle Seminars below? Register for the Chapter Bundle and receive access to all four local hybrid seminars! The Chapter Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.