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STEP Canada (Edmonton Branch)
No upcoming events for this branch at the moment.
View all archived events for the Edmonton branch.
Below is a list of recent events for this branch.
- Fall 20112011/2012 Value Passport
Members Only
The new 2011-2012 STEP Edmonton Value Passport option is now available for purchase ( members only). Included in the 2011-2012 Passport for $ 309.75 will be sessions addressing some or all of the 7 topics listed below.
- Wine & Cheese - Complimentary 2011-2012 Program Kickoff : Should you buy US Real Estate – Part I? (September 28, 2011)
- Shareholders Agreements & Planning Issues (October 26, 2011)
- Financial Issues and Regulation Interdisciplinary Regulatory Panel (November 23, 2011)
- Salary Vs Dividends: A Fresh Look At Integration (December 14, 2011)
- Should you buy US Real Estate – Part II? Back to the Future (January 25, 2012)
- Entrepreneur’s Dilemma? (February 22, 2012)
- Incapacity and Elder Law: A Growing Concern (March 29, 2012)
» Online Registration
» Paper Registration
- January 25, 2012Should You Buy US Real Estate? – Part II Back to the Future
Speaker: Floyd Gradley, B.Comm., LL.B., AVP Tax & Estate Planning, Mackenzie Financial Services Inc.
US Tax and planning issues with respect to purchasing US real estate
Registration: 3:30 p.m.
Seminar: 4:00 p.m. 6:00 p.m.
Venue: King Edward / Windsor Conference Centre (3rd Floor), Manulife Place, 10180 – 101 Street, Edmonton, AB
» Online Registration
» Paper Registration
- February 22, 2012Entrepreneur’s Dilemma?
Speakers:
- Eric Falkenberg-Poetz, B.Comm, CIM, FCSI, Partner, Director, Wealth Management, Richardson GMP Limited [View Bio]
- Michelle D. Millard, B.Comm, LL.B., Partner – Ogilvie LLP [View Bio]
- Robert Mendenhall, J.D., LL.M., TEP, Vice President - Tax & Estate Planning, Richardson GMP Limited [View Bio]
Though the majority of entrepreneurs are planning to sell their businesses over the next 5 – 10 years, most are not adequately
prepared to do so. They need to be aware of just how challenging and time consuming this process will be, so they can plan a
successful transition out of their business and into retirement.
Registration: 3:30 p.m.
Seminar: 4:00 p.m. 6:00 p.m.
Venue: King Edward / Windsor Conference Centre (3rd Floor), Manulife Place, 10180 – 101 Street, Edmonton, AB
» Online Registration
» Paper Registration
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