Mini-Episode - Preview of the 2025-2026 STEP Saskatchewan Season!

If you have been listening to my podcast for a while, you will know how much I value my involvement with STEP (the Society of Trust and Estate Practitioners). It is not just about the TEP designation.  What I love most are the connections, the learning, and the high-quality professional development that STEP provides. Honestly, it is some of the best CPD I get all year!

So, I am taking a quick detour from regular podcast programming to share with you the exciting lineup of events we have planned for our STEP Saskatchewan Branch!

Attendance at STEP events is open to non-members and members.  We are excited to launch the 2025-2026 Season for STEP Saskatchewan, and in this episode, I walk you through what is coming up this year!  All sessions are available in person or on demand - and the topics for this season have broad applicability outside of just Saskatchewan practitioners.  Here is the scoop:
  • September 15, 2025 - We are kicking off the season with a BIG celebration (STEP Saskatchewan is the first Chapter in Canada to achieve full branch status!)
  • October 8, 2025 – Tax Update:  Top Estate and Trust Issues (with special guest, Kenneth Keung, CPA, CA, CPA (CO, USA), CFP, MTAX, LLB, TEP, Vancouver: Doane Grant Thornton LLP)
  • November 5, 2025 – Death of a Property Owner - Planning with Interests in Real Estate (with special guests, Tannis Dawson CPA, CA, CFP, RRC, FEA, TEP, Winnipeg: TD Wealth and Krista Evanisky, JD, TEP, Saskatoon: Clarity Law)
  • April 8, 2026 – A Practitioner's Guide to the Trust Life Cycle: Tax and Best Practices (with special guest, Troy McEachren, BCL, LLB, TEP, Montreal: Miller Thomson LLP)
  • May 6, 2026 – US Cross Border Properties and Estates (with special guest, Mariska Loeppky, CPA, CA, CFP, TEP, Winnipeg: IG Private Wealth Management)
RESOURCES DISCUSSED ON THIS EPISODE:
HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:
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