The Estate Planning Council of Toronto


2021/2022 MEETINGS

Meetings will be held virtually over Zoom, until further notice, with an opportunity to ask the speaker(s) questions. To bring added value to our existing and new members this season, we will feature an appetizer speaker or networking session and a main course speaker where noted. The virtual sessions will be held from 6:30 p.m. - 8:00 p.m. (Please refer to the meeting schedule as below). The virtual sessions will be recorded and accessible to members for post-view.

Meeting registration begins two weeks before the meeting. You will receive notices via email for registration. You may also register for a meeting by logging in to your member account. Cancellations are accepted until Midnight on the Sunday before a meeting.

Instructions on member and guest registration are available at the link below:

https://www.epctoronto.ca/how-to-register

Time of Meeting: 6:30 - 8:00 p.m. presented via Zoom

    • 7 Dec 2021
    • 6:30 PM - 8:00 PM
    • Online
    Registration is closed

    Date & Time:
    December 7th, 2021, 6:30 pm via Zoom

    Registration Deadline: Midnight, Tuesday, November 16

    Please register as soon as possible to secure your wine supplies which may be limited. Participants must provide a GTA shipping address and note any delivery instructions (i.e. buzzer number) to receive wine supplies before the meeting.

    Program:
    6:30 -  Welcome and introductions
    6:40 -  A Virtual "Taste of Spain"  Wine Tasting Social - with Zoom networking breakouts throughout the event

    Virtual Wine Tasting Sommelier Presentation
    Expert-led tasting experience with tasting kits delivered to your door
    Gourmet food tasting options for those who do not wish for wine

    8:00 - Meeting Adjourned


    Registration:

    To register, please click on the buttons in the emailed notices, or go to https://epctoronto.ca/meetings, click Register (blue button at left), enter the address this email was sent to and follow the prompts.

    Zoom Meeting Link:
    You will receive the Zoom link, meeting ID and passcode in the Meeting Registration Confirmation email.

    Guests:
    The guest fee of $130 plus tax per guest will apply.

    For this meeting, you will have until midnight, Tuesday, November 16, 2021 to change or cancel your attendance and/or your guest attendance.

    To change or cancel your and/or your guest registration, please email info@epctoronto.ca.

Tuesday, October 5, 2021

Topic:  The Intersection between Estate Law and Family Law
Speakers:  Karon C. Bales, Partner, Bales Beall LLP and Jessica Feldman Chittley, Partner, Bales Beall LLP

Tuesday, November 2, 2021

Topic:  Strategic Philanthropy: Helping Clients Maximize Giving and Minimize Tax
Speaker:  Mark Halpern,  CFP, TEP, MFA-P
               CEO WEALTHinsurance.com Inc.

Tuesday, December 7, 2021

Topic:  Virtual "Taste of Spain" Wine Tasting Social
A Virtual Wine Tasting Sommelier Presentation, expert-led tasting experience with tasting kits delivered to your door and gourmet food tasting options for those who do not wish for wine.

Tuesday, January 11, 2022

Topic:  Tips and Trap Involving Insurance in Estate Planning
Speakers:  Chris Canavan, Director, Wealth Oversight - Family Enterprise Services at PwC Canada and Tony Salgado, President & Founder, AMS Wealth Inc.

Tuesday, February 1, 2022

Topic:  Q&A with Financial Institutions
Speakers:  Jag Gandhi, Gluskin Sheff & Robin Spurr, CIBC

Tuesday, March 1, 2022

Topic:  Estate Planning in the Modern Family
Speaker:  Darren Lund, Miller Thomson LLP

Tuesday, April 5, 2022

Topic:  Advising Family Enterprises
Speaker:  Chris Delaney, Family Enterprise Architect and Author

Tuesday, May 3, 2022

Topic:  Tax Planning Update
Speaker:  Alex Klyguine, Taxpayer Law

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