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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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