2024-25 Branch Seminars & Events
BEST VALUE:
Interested in attending more than two of the Bundle Seminars below? Register for the Branch Bundle and receive access to all four local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
SEPTEMBER 2024
SOCIAL EVENT - SEPARATE FROM BUNDLE
WEDNESDAY
September 4, 2024
5:00 pm - 7:00 pm AT
Welcome Back Reception
Complimentary to Members, Students & Prospective Member Guests
Venue: Stewart McKelvey, Queen’s Marque, 600-1741 Lower Water Street, Halifax
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
September 26, 2024
2:30 pm - 4:30pm AT
All Things Digital
Moderator: Mike Kidney, CFP, CLU, CHS, FMA, CIM TEP, St. John's: LiveBY Wealth Management Ltd
Speakers:
Paul Saunders, MBA, LLB, Halifax: Stewart McKelvey
Kristie Smith, JD, TEP, St. John's: Scotia Wealth Management
Venue: Stewart McKelvey Offices across the Atlantic Provinces
NOVEMBER 2024
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
November 28, 2024
2:30 pm - 4:30pm AT
Bare Necessities: Is Probate Avoidance Planning Still Worth the Hype?
Moderators:
Madeleine Coats, JD, TEP, Halifax: Stewart McKelvey
Kerri Seward Carpenter, LLB, TEP, Charlottetown: Scotia Wealth Management
Speakers:
Richard Niedermayer, KC, LLB, TEP, Halifax: Stewart McKelvey
Greg Leslie, CPA, CA, TEP, Dartmouth: Baker Tilly Nova Scotia Inc
Angele LeBlanc, LLB, TEP, Halifax: RBC Royal Trust
Venue: Stewart McKelvey Offices across the Atlantic Provinces
MARCH 2025
NATIONAL COURSE - SEPARATE FROM BUNDLE
THURSDAY
March 6, 2025
8:30 am - 4:30 pm AT
National Full-Day Course:
Advising the Executors from Death Certificate to Clearance Certificate
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
March 27, 2025
2:30 pm - 4:30pm AT
Capacity Considerations in the 21st Century: Grey Wave or Grey Tsunami?
Moderator: Tanya Butler, LLB, TEP, Dartmouth: Touchstone Legal Inc
Speakers:
Dr. Mark Bosma, MD, Halifax: Dalhousie University, Department of Psychiatry
Marie-Claire Chartrand, MTS, RSW, Cert. EM, Halifax: Greywave Senior Care Consulting
Chris Marr, LLB, TEP, St John: Stewart McKelvey
Venue: Stewart McKelvey Offices across the Atlantic Provinces
MAY 2025
BUNDLE SEMINAR - LOCAL EVENT
THURSDAY
May 22, 2025
2:30 pm - 4:30pm AT
Life Insurance Isn't Just an Expense, It's a Valuable Asset
Moderator: Sylvain Morin, CFP, CLU, FMA, RRC, TEP, Halifax: IG Private Wealth Management
Speakers:
Jim MacGowan, FCPA, FCA, TEP, Halifax: J. MacGowan Tax Advisory Limited
Patrick Edwards, CPA, CA, Halifax: Canada Life
Venue: Stewart McKelvey Offices across the Atlantic Provinces
SOCIAL EVENT - SEPARATE FROM BUNDLE
THURSDAY
May 22, 2025
Time TBA
Sparkling Reception & Annual Branch Meeting
Complimentary to Members & Students
Venue: Cox & Palmer, Nova Centre - South Tower, 1500-1625 Grafton Street
BEST VALUE:
Interested in attending more than two of the Bundle Seminars below? Register for the Branch Bundle and receive access to all four local hybrid seminars! The Branch Bundle provides in-depth technical content, accessible viewing options, valuable networking opportunities, and CPD/CE credits.
