Looking for practical, leading-edge estate planning information? We’ve got it right here.

Sep 9, 2021
Taking place on October 26, 2021, PD Nexus: Estate Planning Insights is a joint virtual conference-format PD day presented by The Society of Trust and Estate Practitioners (STEP) Vancouver branch and the CPABC. It will provide up-to-date, practical, and leading-edge estate-planning information, as well as access to highly regarded speakers covering current and relevant estate-planning issues.

The upcoming 2021 presentation will include topics such as Recent developments of interest in tax and estate planning, Best practices in estate freezes/refreezes, 21-Year planning, Life insurance planning update, Leaving Canada - when money moves away, and more.  

The PD day is designed for estate-planning practitioners including professional accountants, lawyers, trust officers, and other financial professionals. You’ll have the opportunity to meet and network, virtually, with other members in the industry.

We’re still finalizing the program, but check back in late September for the session details and lineup of presenters.

Don’t miss out on attending our Estate Planning Insights!