Estate Planning Council of Toronto typically meets at the Albany Club eight times a year, generally on the first Tuesday of the month from October through May. Our in-person meetings include cash bar during networking, wine during dinner and a 3-course meal.
NOTE; All our sessions will be held virtually until further notice due to COVID-19.There is a limit of 120 members comprised of lawyers, insurance agents, brokers, accountants, philanthropy advisors, trust officers and financial planners. Applicants require 2 years of relevant experience.
Members must be committed to the purposes of the Council, which is dedicated to continuing education and the exchange of ideas in connection with the estate planning process, to ensuring excellence of service, and to fellowship.
Memberships are annual and run from October 1 to September 30.
To apply for membership, please complete the Online Application form and attach your curriculum vitae and list three references. References can be from any existing member of the Estate Planning Council of Toronto.
Members MUST ATTEND four meetings each year. Should illness or other mitigating circumstances prevent a member from attending the requisite number of meetings the member should contact the Membership Chair to request an exception.
Attendance is tracked by members signing in on the sheets, which are placed on the table immediately to the right of the main entrance to the dining room. Each member and all guests must SIGN IN at every meeting attended. If a member fails to sign in, the Executive will have no record of the attendance and the member will be noted as absent.
Guests are welcome.To ensure adequate catering and a proper introduction of the guest, members must notify the Vice President & Treasurer of the name and title of the guest no later than the Thursday preceding the meeting.
Special Dietary RequirementsIf a member or a guest has special dietary requirements, please indicate your meal preference via the RSVP system no later than the Thursday preceding the meeting date. Late requests may not be accommodated.
Members must pay a penalty of $10.00 if a cell phone goes off during a meeting. The penalty box for deposit of this amount is located at the sign-in table next to the main entrance. All amount collected in the penalty box will be donated to Sick Kids.