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
SEPTEMBER SHOWCASE - INCLUDED IN BUNDLE
In-Person Only
TUESDAY
September 10, 2024
4:00 pm - 6:00 pm MT
Leveraging the Guardianship & Trusteeship Process to Protect Vulnerable Persons
Gordon VanderLeek, LLB, TEP, Calgary: VanderLeek Law
Michaela Summers, JD, Calgary: VanderLeek Law
Venue: Calgary Petroleum Club – McMurray Room, 319 Fifth Avenue SW
NOVEMBER 2024
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
November 27, 2024
7:30 am – 9:30 am MT
Trust Issues Through a Tax Lens
Lori Bokenfohr, LLB, LLM, TEP, Calgary: Fasken LLP
Robert Worthington, TEP, Calgary: Field Law LLP
Venue: Calgary Petroleum Club – Devonian Room, 319 Fifth Avenue SW
STUDENT SOCIAL EVENT - SEPARATE FROM BUNDLE
THURSDAY
November 28, 2024
4:30 pm - 7:00 pm MT
Student Social Event
Venue: The National – 341-10 Ave SW, Calgary
JANUARY 2025
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
January 29, 2025
7:30 am – 9:30 am MT
Beneficiary Designations & Family Law: What’s Not to Consider?
Jos Herman, CPA, CA, CFP, CLU, TEP, Calgary: Resources & Solutions Professional Corporation
Wendy Best, KC, Calgary: Dunphy Best Blocksom LLP
Venue: Calgary Petroleum Club – Devonian Room, 319 Fifth Avenue SW
February 2025
NATIONAL COURSE - SEPARATE FROM BUNDLE
WEDNESDAY
February 19, 2025
8:30 am – 4:30 pm MT
National Full-Day Course:
Advising the Executors from Death Certificate to Clearance Certificate
BUNDLE SEMINAR - LOCAL EVENT
WEDNESDAY
February 26, 2025
7:30 am – 9:30 am MT
Equal is in the Eye of the Beholder: Division of Assets in Complicated Estates
Amie Heil, LLB, TEP, Edmonton: Field Law LLP
Rhonda Johnson, MBA, LLB, TEP, Edmonton: Field Law LLP
Melanie McDonald, KC, TEP, Calgary: BMO Trust Company
Venue: Calgary Petroleum Club – Devonian Room, 319 Fifth Avenue SW
April 2025
BUNDLE SEMINAR - LOCAL EVENT
TUESDAY
April 1, 2025
7:30 am – 9:30 am MT
Case Law Update: Tax, Trusts, and Estates
Carolyn Inglis, LLM, TEP, Calgary: Miller Thomson LLP
Barbara Kimmitt, KC, Calgary: Bennett Jones
Venue: Calgary Petroleum Club – Devonian Room, 319 Fifth Avenue SW
May 2025
SOCIAL EVENT - SEPARATE FROM BUNDLE
THURSDAY
May 8, 2025
4:00 pm - 6:00 pm MT
Social Event & Annual Branch Meeting
Venue: Ranchmen’s Club - Bennett Room, 710 13th Avenue SW, Calgary
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.
